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Location:
774 Main Street - Presque Isle, Maine 04769Job Summary
Be 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 appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
Education Qualifications
Experience Qualifications
Licenses and Certifications
Tactical Skills
Personal Skills
Practical Skills
Core Competencies
Physical Demands
Driving Requirements
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Full Time
Banking
$90k-121k (estimate)
07/18/2024
09/16/2024
key.com
CLEVELAND, OH
15,000 - 50,000
1849
Public
R B HEISLER
$5B - $10B
Banking
KeyBank is a provider of personal and commercial banking products and services for businesses and individuals.
The job skills required for Private Client Banker include Products and Services, Prospecting, Customer Relationship, Risk Management, Leadership, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Banker positions, which can be used as a reference in future career path planning. As a Private Client Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Banker. You can explore the career advancement for a Private Client Banker below and select your interested title to get hiring information.
If you are interested in becoming a Private Client Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Private Client Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Private Client Banker job description and responsibilities
Private bankers manage money and oversee financial activities for high net-worth clients while developing relationships with clients.
03/16/2022: Gainesville, FL
They advise and consult with clients proactively and explain available financial services.
04/01/2022: Lawrence, MA
Meet clients needs globally Banker salaries by city, experience, skill,and employer .
02/12/2022: Burlington, VT
Private bankers are typically assigned to clients of a specific bank branch.
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Private bankers account for a client's debt obligations and personal financial goals.
01/22/2022: Pensacola, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Private Client Banker jobs
To accomplish their primary goal of managing the money of high net-worth clients, Personal Bankers perform many tasks.
02/07/2022: Burlington, VT
Private bankers at different banks don’t necessarily offer the same services.
01/27/2022: Juneau, AK
Care about everything a client cares about that the bank doesn’t.
03/16/2022: Grand Rapids, MI
Clients need to fulfill certain requirements to be eligible to benefit from private banking services.
01/30/2022: Omaha, NE
While a business degree helps, and an MBA looks even better on a personal banker's resume, a lot of local bank branches care less about educational credentials than about community reputation, networking ability, and affability.
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Step 3: View the best colleges and universities for Private Client Banker.