Private Client Banker
About this role
Job title: Private Client Banker
About the Role Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and focuses on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
What You'll Do
- Build and maintain relationships with private clients, delivering plan-based financial guidance and solutions.
- Collaborate with clients to understand their goals and refer appropriate financial solutions for up to $2M in investable assets.
- Serve as a problem solver, trusted advisor, and partner to clients and businesses within the KeyBank communities.
What We're Looking For
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