Private Client Banker
About this role
About the Role 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. This role supports people and businesses in KeyBank communities. What You'll Do
- Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
- Focus on the entire client relationship with a plan-based approach to financial advice as part of the Key Private Client Program.
- Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. What We're Looking For
- Demonstrated ability to be a problem solver, trusted advisor, and partner to clients and communities served by KeyBank.
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