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 will focus 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
- Be a problem solver, trusted advisor, and partner to clients in our KeyBank communities while managing the entire client relationship with a plan-based approach to financial advice.
- Deliver and refer appropriate financial solutions to clients with up to $2M in investable assets.
- Collaborate with the Key Private Client Program to provide comprehensive financial guidance and support for new and existing clients.
What We're Looking For
- Ability to manage the entire client relationship with a plan-based approach to financial advice.
- Willingness to deliver and refer financial solutions to clients with up to $2M in investable assets.
- Strong interpersonal and communication skills; problem solving and relationship-building abilities.