Private Client Banker
KeyBank•Exton, PA
451d
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About The Position
The Private Client Banker (PCB) at KeyBank serves as a trusted advisor to clients with up to $2M in investable assets, focusing on building and maintaining client relationships through a plan-based approach to financial advice. The role involves assessing clients' financial needs, providing tailored financial wellness recommendations, and referring clients to appropriate financial solutions. The PCB is integral to enhancing clients' financial confidence and ensuring compliance with banking policies while supporting branch operations.
