Private Client Banker - Perinton
About this role
Job title: Private Client Banker - Perinton
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 for clients with up to $2M in investable assets. You will deliver and refer appropriate financial solutions, assess client needs, gather and document data, and help clients progress in their financial journey.
What You'll Do
- Be the primary point of contact for Private Client Program clients and deliver plan-based financial advice.
- Assess financial needs, gather and document client data, and offer appropriate products and services.
Read the full description on TalentApply
Create a free account to see the complete job description, how well your CV matches this role, and apply in one click.
AI rewrites and formats your CV so it reads well and gets past screeners.
Get your match percentage for this exact role before you spend time applying.
Send a polished application in one click — no retyping the same details.
Follow every application in one place instead of digging through your inbox.
Free account · No card required
Your next opportunity starts here
Prepare, apply, track, interview and get hired — all from one platform, with AI in your corner.