Private Client Banker - Latham Circle

Build and manage end-to-end client relationships for KeyBank’s Private Client Program using a plan-based approach to financial advice. Assess clients’ needs, document information, and deliver tailored investment and insurance recommendations, while consistently meeting activity and sales goals. Prospect and develop referral sources, deepen partnerships with branch and line-of-business partners, and ensure compliance with operational, risk, security, and audit procedures. Support branch transactions and participate in branch huddles and debriefs.