Private banker

KeyCorp

Rocky River, OH

Licensed Private Client Banker - Rocky River, OH page is loaded

Licensed Private Client Banker - Rocky River, OH

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locations

Rocky River, OH

time type

Full time

posted on

Posted 14 Days Ago

job requisition id

R-23382

Location : 19234 Detroit Road - Rocky River, Ohio 44116

Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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 KeyBank's client base with up to $2M in investable assets.

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.

PCBs identify products and services to meet client needs and refer to... More Detail

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