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Licensed Private Client Banker - Careers at KeyBank

KeyBank

Licensed Private Client Banker - Careers at KeyBank

full-timePosted: Feb 3, 2026

Job Description

About KeyBank

KeyBank is a leading national bank committed to empowering clients in their financial journeys. With a presence across the United States, we pride ourselves on being problem solvers, trusted advisors, and dedicated partners to individuals and businesses in our communities. Join our Key Private Client Program and help clients achieve financial confidence through personalized solutions.

Position Summary

As a Licensed Private Client Banker in Batavia, NY, you will focus on comprehensive client relationships for those with up to $2M in investable assets. This full-time, mid-level role offers a salary range of $50,998 - $78,000 annually ($24.52 - $37.50 per hour) and requires FINRA licenses (S6, S63, SIE) and Life & Health Insurance licenses upon hire. Be the advocate your clients need—no bank fights harder for them.

Key Responsibilities

  • Embody a client-first culture, listening for financial opportunities and providing tailored recommendations via referrals to investments, insurance, and more.
  • Prospect and build referral pipelines with internal and external centers of influence, documenting efforts diligently.
  • Open accounts including checking, business, deposits, lending, and CDs while deepening client relationships.
  • Partner with branch teams, Key Investment Services, Mortgage, and Business Banking for client acquisition.
  • Ensure compliance, support teller operations, and participate in daily huddles.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • Proven experience in customer relationships, sales goals, prospecting, and networking in insurance/investments.
  • Strong interpersonal skills to build rapport quickly and influence partners.
  • Proficiency in MS Office, PCs, and digital tools like mobile apps and online banking.
  • All required FINRA and insurance licenses upon hire.

Why Join Us

At KeyBank, you'll thrive in a collaborative environment that values your impact on clients' lives. Enjoy competitive pay, career growth in banking and finance, and the pride of serving Batavia, NY communities. Keywords: Private Client Banker jobs, KeyBank careers, financial advisor Batavia NY, licensed banker positions, investment sales New York. Apply now to advance your banking career!

Locations

  • Batavia, New York, United States

Salary

50,998 - 78,000 USD / yearly

Estimated Salary Rangehigh confidence

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 Technology Proficiencyintermediate

Required Qualifications

  • FINRA S6, S63, SIE Licenses (experience)
  • Life and Health Insurance Licenses (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Experience in sales goals and referral building (experience)
  • PC and digital platform knowledge (experience)

Responsibilities

  • Deliver customized financial solutions and referrals
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Ensure compliance with policies and procedures
  • Support branch operations and team partnerships

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career advancement at KeyBank
  • general: Supportive team environment
  • general: Focus on work-life balance and client impact

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Tags & Categories

Banking JobsKeyBank CareersPrivate Client BankerFinancial AdvisorJobs in Batavia NYFINRA Licensed JobsBankingFinanceCustomer Service

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KeyBank logo

Licensed Private Client Banker - Careers at KeyBank

KeyBank

Licensed Private Client Banker - Careers at KeyBank

full-timePosted: Feb 3, 2026

Job Description

About KeyBank

KeyBank is a leading national bank committed to empowering clients in their financial journeys. With a presence across the United States, we pride ourselves on being problem solvers, trusted advisors, and dedicated partners to individuals and businesses in our communities. Join our Key Private Client Program and help clients achieve financial confidence through personalized solutions.

Position Summary

As a Licensed Private Client Banker in Batavia, NY, you will focus on comprehensive client relationships for those with up to $2M in investable assets. This full-time, mid-level role offers a salary range of $50,998 - $78,000 annually ($24.52 - $37.50 per hour) and requires FINRA licenses (S6, S63, SIE) and Life & Health Insurance licenses upon hire. Be the advocate your clients need—no bank fights harder for them.

Key Responsibilities

  • Embody a client-first culture, listening for financial opportunities and providing tailored recommendations via referrals to investments, insurance, and more.
  • Prospect and build referral pipelines with internal and external centers of influence, documenting efforts diligently.
  • Open accounts including checking, business, deposits, lending, and CDs while deepening client relationships.
  • Partner with branch teams, Key Investment Services, Mortgage, and Business Banking for client acquisition.
  • Ensure compliance, support teller operations, and participate in daily huddles.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • Proven experience in customer relationships, sales goals, prospecting, and networking in insurance/investments.
  • Strong interpersonal skills to build rapport quickly and influence partners.
  • Proficiency in MS Office, PCs, and digital tools like mobile apps and online banking.
  • All required FINRA and insurance licenses upon hire.

Why Join Us

At KeyBank, you'll thrive in a collaborative environment that values your impact on clients' lives. Enjoy competitive pay, career growth in banking and finance, and the pride of serving Batavia, NY communities. Keywords: Private Client Banker jobs, KeyBank careers, financial advisor Batavia NY, licensed banker positions, investment sales New York. Apply now to advance your banking career!

Locations

  • Batavia, New York, United States

Salary

50,998 - 78,000 USD / yearly

Estimated Salary Rangehigh confidence

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 Technology Proficiencyintermediate

Required Qualifications

  • FINRA S6, S63, SIE Licenses (experience)
  • Life and Health Insurance Licenses (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Experience in sales goals and referral building (experience)
  • PC and digital platform knowledge (experience)

Responsibilities

  • Deliver customized financial solutions and referrals
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Ensure compliance with policies and procedures
  • Support branch operations and team partnerships

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career advancement at KeyBank
  • general: Supportive team environment
  • general: Focus on work-life balance and client impact

Target Your Resume for "Licensed Private Client Banker - Careers at KeyBank" , KeyBank

Get personalized recommendations to optimize your resume specifically for Licensed Private Client Banker - Careers at KeyBank. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Licensed Private Client Banker - Careers at KeyBank" , KeyBank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Banking JobsKeyBank CareersPrivate Client BankerFinancial AdvisorJobs in Batavia NYFINRA Licensed JobsBankingFinanceCustomer Service

Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.