Licensed Private Client Banker
KeyBankPennsylvania, United States
Posted October 10, 2025
Full Time
About the Company
KeyBank is an Equal Opportunity Employer committed to sustaining an inclusive culture.
Job Description
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. The PCB will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
Requirements
- Embodies a strong client experience culture
- Listens for clues for financial wellness opportunities during client conversations
- Consistently attains individual activity, behavior, and outcome expectations
- Builds a client referral pipeline
- Develops and maintains an in-depth knowledge of private client products and services
- Opening personal and business accounts
- Supports branch operations
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k matching
- Paid time off