Private Client Banker - Wexford

Only for registered members Wexford, United States

3 weeks ago

Default job background
Full time $25 - $38.46 (USD)

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.

Responsibilities

  • Listen for clues for financial wellness opportunities during client conversations.
  • Deliver on client solutions through referring of investment and insurance products.

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