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.
Requirements
- Embodies a strong client experience culture
- Listens for clues for financial wellness opportunities during client conversations
- Consistently attains individual activity, behavior, and outcome goals and expectations
- Develops and maintains an in-depth knowledge of private client products and services
- Opening personal and business accounts
- Developing strong partnerships with branch teammates and line of business partners
- Ensuring compliance with operational, risk, security and audit procedures and policies
Benefits
- Life Insurance
- Disability Insurance
- 401(k) or Similar Plan
- Bonus or Profit Sharing
- Vacation Time
- Medical, Dental, Vision Insurance