Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank offers comprehensive financial solutions across retail banking, investments, mortgages, and business banking. Join our team in Portland, ME, and become part of a culture that values problem-solving, trusted advice, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Portland branch located at 400 Forest Avenue, you will serve high-net-worth clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, delivering personalized solutions, and fostering long-term relationships. PCBs act as trusted advisors, assessing needs, recommending products, and referring to specialized partners in investments, insurance, mortgages, and business banking. If you're passionate about financial wellness and client success, this mid-level opportunity is your chance to thrive.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external centers of influence.
- Open accounts, process loans, and educate clients on digital banking tools.
- Collaborate with branch teams and partners to deepen client relationships.
- Maintain compliance with all policies and support daily branch operations.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Licenses: FINRA S6, S63, SIE; Life & Health Insurance licenses required upon hire.
- Experience: Proven sales track record, relationship building, prospecting, and partner influence skills. Comfort with PCs, MS Office, and digital platforms essential.
- Exceptional interpersonal skills to build rapport quickly and overcome objections.
Why Join Us
At KeyBank, you'll enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), plus benefits like health coverage, professional growth, and a collaborative environment. Make a real difference in clients' lives while advancing your banking career in Portland, Maine. Apply now for Licensed Private Client Banker jobs at KeyBank and seize this opportunity in financial services!
Locations
- Portland, 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 Consultingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Product Knowledge (Investments & Insurance)intermediate
- Digital Banking Educationintermediate
- Compliance and Risk Managementintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA S6, S63, SIE Licenses (required) (experience)
- Life and Health Insurance Licenses (required) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- Foundational knowledge of sales techniques including prospecting and networking (experience)
- Working knowledge of PCs and digital technology (experience)
- Strong interpersonal skills and ability to influence partners (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build and maintain client referral pipelines through prospecting and centers of influence
- Open personal and business accounts including checking, loans, and deposits
- Develop partnerships with branch teammates and line of business partners for client acquisition
- Ensure compliance with operational, risk, security, and audit procedures
- Support branch operations including teller line assistance
- Participate in morning huddles and end-of-day debriefs
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive benefits package including health insurance
- general: Professional development and career growth opportunities
- general: Supportive team environment focused on client success
- 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 national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank offers comprehensive financial solutions across retail banking, investments, mortgages, and business banking. Join our team in Portland, ME, and become part of a culture that values problem-solving, trusted advice, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Portland branch located at 400 Forest Avenue, you will serve high-net-worth clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, delivering personalized solutions, and fostering long-term relationships. PCBs act as trusted advisors, assessing needs, recommending products, and referring to specialized partners in investments, insurance, mortgages, and business banking. If you're passionate about financial wellness and client success, this mid-level opportunity is your chance to thrive.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external centers of influence.
- Open accounts, process loans, and educate clients on digital banking tools.
- Collaborate with branch teams and partners to deepen client relationships.
- Maintain compliance with all policies and support daily branch operations.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Licenses: FINRA S6, S63, SIE; Life & Health Insurance licenses required upon hire.
- Experience: Proven sales track record, relationship building, prospecting, and partner influence skills. Comfort with PCs, MS Office, and digital platforms essential.
- Exceptional interpersonal skills to build rapport quickly and overcome objections.
Why Join Us
At KeyBank, you'll enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), plus benefits like health coverage, professional growth, and a collaborative environment. Make a real difference in clients' lives while advancing your banking career in Portland, Maine. Apply now for Licensed Private Client Banker jobs at KeyBank and seize this opportunity in financial services!
Locations
- Portland, 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 Consultingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Product Knowledge (Investments & Insurance)intermediate
- Digital Banking Educationintermediate
- Compliance and Risk Managementintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA S6, S63, SIE Licenses (required) (experience)
- Life and Health Insurance Licenses (required) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- Foundational knowledge of sales techniques including prospecting and networking (experience)
- Working knowledge of PCs and digital technology (experience)
- Strong interpersonal skills and ability to influence partners (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build and maintain client referral pipelines through prospecting and centers of influence
- Open personal and business accounts including checking, loans, and deposits
- Develop partnerships with branch teammates and line of business partners for client acquisition
- Ensure compliance with operational, risk, security, and audit procedures
- Support branch operations including teller line assistance
- Participate in morning huddles and end-of-day debriefs
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive benefits package including health insurance
- general: Professional development and career growth opportunities
- general: Supportive team environment focused on client success
- 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