Private Client Banker - Rochester
1 month ago

Job summary
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.The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services.
,Responsibilities
- Embodies a strong client experience culture,
Letsen for clues for financial wellness opportunities during client conversations
Delivers on client solutions through referring of investment product
Job description
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