Licensed Private Client Banker
Core
Trusted advisor and problem solver delivering financial wellness solutions and managing client relationships for individuals and businesses with up to $2M in investable assets.
Role type
Licensed Private Client Banker (Retail/Wealth interface)
Builds
Personal and business accounts, deposit products, lending solutions, and investment/insurance referrals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial wellness assessment, prospecting and networking, sales goal attainment, client relationship management, regulatory compliance, digital platform education, small business interaction
Preferred skills
Strategic financial planning, retirement planning, tax optimization, market trend analysis
Technologies
MS Windows, Office Products (Word, Excel), KeyBank digital platforms
Responsibilities
Assess client financial needs and document data; Open personal and business accounts; Refer clients to investment, insurance, mortgage, and business banking specialists; Prospect and develop internal/external centers of influence; Support branch operations and teller transactions; Facilitate team huddles and debriefs.
Seniority
Individual Contributor, Entry to Mid-level