Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers personalized banking, investment, mortgage, and business solutions. We pride ourselves on being the bank that fights hardest for our clients, fostering strong communities and providing exceptional career opportunities in banking. Join our team in Bangor, ME, and contribute to meaningful financial wellness for individuals and businesses.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Bangor Mall Boulevard branch, you'll serve as a trusted advisor for clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, delivering tailored solutions, and building lasting relationships. With a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), you'll enjoy a rewarding position in private client banking, combining sales expertise, client service, and referral partnerships.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and recommending investment/insurance solutions.
- Prospect and develop referral pipelines with internal/external centers of influence.
- Open accounts (checking, business, deposits, lending) and deepen client relationships.
- Partner with Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking teams.
- Maintain compliance, support branch operations, and participate in team huddles.
- Work Saturdays as needed and stay current on products/competitors for informed advising.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven experience in customer relationships, sales goals, and referral building in insurance/investments.
- Sales/service techniques including prospecting, networking, and objection handling.
- PC proficiency (MS Office) and digital tech knowledge for client education.
- Strong interpersonal skills to influence partners and build instant rapport.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values your growth as a banking professional. Enjoy mid-level experience opportunities, comprehensive training, and a culture of collaboration. Help clients achieve financial confidence while advancing your career in one of Maine's vibrant communities. Apply now for Licensed Private Client Banker jobs in Bangor, ME, and become part of a team dedicated to excellence in financial services. Keywords: private banking jobs, KeyBank careers, financial advisor Bangor.
Locations
- Bangor, Maine, United States
Salary
50,998 - 78,000 USD / yearly
50,998 - 78,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client Relationship Managementintermediate
- Financial Wellness Advisingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Banking Educationintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Strong interpersonal skills and rapport-building (experience)
- Proficiency in MS Office and digital technologies (experience)
Responsibilities
- Assess client financial needs and provide customized recommendations
- Build referral pipelines through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Refer clients to investment, insurance, mortgage, and business banking specialists
- Ensure compliance with operational, risk, and audit policies
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture with growth potential
- general: Support for work-life balance including team collaboration
- general: Access to KeyBank's financial wellness resources
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers personalized banking, investment, mortgage, and business solutions. We pride ourselves on being the bank that fights hardest for our clients, fostering strong communities and providing exceptional career opportunities in banking. Join our team in Bangor, ME, and contribute to meaningful financial wellness for individuals and businesses.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Bangor Mall Boulevard branch, you'll serve as a trusted advisor for clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, delivering tailored solutions, and building lasting relationships. With a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), you'll enjoy a rewarding position in private client banking, combining sales expertise, client service, and referral partnerships.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and recommending investment/insurance solutions.
- Prospect and develop referral pipelines with internal/external centers of influence.
- Open accounts (checking, business, deposits, lending) and deepen client relationships.
- Partner with Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking teams.
- Maintain compliance, support branch operations, and participate in team huddles.
- Work Saturdays as needed and stay current on products/competitors for informed advising.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven experience in customer relationships, sales goals, and referral building in insurance/investments.
- Sales/service techniques including prospecting, networking, and objection handling.
- PC proficiency (MS Office) and digital tech knowledge for client education.
- Strong interpersonal skills to influence partners and build instant rapport.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values your growth as a banking professional. Enjoy mid-level experience opportunities, comprehensive training, and a culture of collaboration. Help clients achieve financial confidence while advancing your career in one of Maine's vibrant communities. Apply now for Licensed Private Client Banker jobs in Bangor, ME, and become part of a team dedicated to excellence in financial services. Keywords: private banking jobs, KeyBank careers, financial advisor Bangor.
Locations
- Bangor, Maine, United States
Salary
50,998 - 78,000 USD / yearly
50,998 - 78,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client Relationship Managementintermediate
- Financial Wellness Advisingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Banking Educationintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Strong interpersonal skills and rapport-building (experience)
- Proficiency in MS Office and digital technologies (experience)
Responsibilities
- Assess client financial needs and provide customized recommendations
- Build referral pipelines through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Refer clients to investment, insurance, mortgage, and business banking specialists
- Ensure compliance with operational, risk, and audit policies
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture with growth potential
- general: Support for work-life balance including team collaboration
- general: Access to KeyBank's financial wellness resources
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs