Licensed Private Client Banker

Build trusted client relationships within Key’s Private Client Program, assessing needs and providing plan-based financial wellness recommendations. Deliver and refer investment and insurance solutions for clients with up to $2M in investable assets, while achieving individual sales and referral goals. Prospect and develop internal/external referral sources, open consumer and small business accounts, support branch teller transactions as needed, and ensure compliance with operational, risk, security, and audit procedures.