Licensed Private Client Banker - Kennebunk
1 month ago

Job summary
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 As a PCB you will deliver and refer appropriate financial solutions to KeyBanks client base with up to $2M in investable assets
- Embodies a strong client experience culture being present with every client and teammate realizing the impact we can have on their day personally professionally and financially
- Listen for clues for financial wellness opportunities during client conversations provide effective customized financial wellness recommendations to clients Delivers on client solutions through referring investment insurance products
Job description
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