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Private Client Banker - Careers at KeyBank

KeyBank

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, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. Our Private Client Program sets us apart, focusing on high-net-worth individuals and businesses with up to $2M in investable assets. Join KeyBank in Cincinnati, OH, and become part of a team that fights harder for clients' success.

Position Summary

As a Private Client Banker at KeyBank's Eastgate Boulevard branch in Cincinnati, Ohio, you'll serve as a trusted advisor, problem solver, and partner to clients. This full-time role involves a plan-based approach to financial wellness, assessing needs, documenting data, and delivering tailored solutions. You'll refer clients to experts in investments, insurance, mortgages, and business banking while embodying a client-first culture. With a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), this position offers competitive pay in banking jobs in Cincinnati, OH.

Key Responsibilities

  • Listen for financial opportunities in client conversations and provide customized recommendations, referring investment/insurance products.
  • Prospect and build referral pipelines with internal/external centers of influence, documenting efforts.
  • Open accounts (checking, business, deposits, lending) and deepen client relationships.
  • Partner with branch teammates and lines of business for client acquisition.
  • Ensure compliance, support operations (including teller line), and participate in huddles/debriefs.
  • Work Saturdays as needed and maintain ethical standards.

Required Qualifications

  • High School Diploma/GED required; Bachelor's preferred.
  • FINRA S6, S63, SIE licenses upon hire.
  • Proven experience in customer relationships, sales goals, and referrals in insurance/investments.
  • Sales techniques knowledge (tele-consulting, prospecting, networking).
  • Strong interpersonal skills, PC/digital tech proficiency, and ability to influence partners.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values your growth. Enjoy career advancement in private banking, mid-level experience opportunities, and a culture prioritizing client impact. KeyBank careers in Cincinnati offer stability, professional development, and the pride of helping clients achieve financial confidence. Apply for this Private Client Banker role today and elevate your banking career with KeyBank!

Locations

  • Cincinnati, Ohio, 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

  • 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)
  • Foundational knowledge of sales/service techniques including prospecting (experience)
  • PC proficiency (MS Office) and digital tech knowledge (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through internal/external centers of influence
  • Open personal/business accounts and refer to specialists
  • Ensure compliance with operational/risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary with performance incentives
  • general: Comprehensive financial wellness programs
  • general: Professional development opportunities
  • general: Partnership in a client-focused culture
  • general: Supportive team environment with branch collaboration

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Banking JobsKeyBank CareersPrivate Client BankerJobs in Cincinnati OHFinancial Advisor JobsBankingFinanceCustomer Service

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KeyBank logo

Private Client Banker - Careers at KeyBank

KeyBank

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, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. Our Private Client Program sets us apart, focusing on high-net-worth individuals and businesses with up to $2M in investable assets. Join KeyBank in Cincinnati, OH, and become part of a team that fights harder for clients' success.

Position Summary

As a Private Client Banker at KeyBank's Eastgate Boulevard branch in Cincinnati, Ohio, you'll serve as a trusted advisor, problem solver, and partner to clients. This full-time role involves a plan-based approach to financial wellness, assessing needs, documenting data, and delivering tailored solutions. You'll refer clients to experts in investments, insurance, mortgages, and business banking while embodying a client-first culture. With a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), this position offers competitive pay in banking jobs in Cincinnati, OH.

Key Responsibilities

  • Listen for financial opportunities in client conversations and provide customized recommendations, referring investment/insurance products.
  • Prospect and build referral pipelines with internal/external centers of influence, documenting efforts.
  • Open accounts (checking, business, deposits, lending) and deepen client relationships.
  • Partner with branch teammates and lines of business for client acquisition.
  • Ensure compliance, support operations (including teller line), and participate in huddles/debriefs.
  • Work Saturdays as needed and maintain ethical standards.

Required Qualifications

  • High School Diploma/GED required; Bachelor's preferred.
  • FINRA S6, S63, SIE licenses upon hire.
  • Proven experience in customer relationships, sales goals, and referrals in insurance/investments.
  • Sales techniques knowledge (tele-consulting, prospecting, networking).
  • Strong interpersonal skills, PC/digital tech proficiency, and ability to influence partners.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values your growth. Enjoy career advancement in private banking, mid-level experience opportunities, and a culture prioritizing client impact. KeyBank careers in Cincinnati offer stability, professional development, and the pride of helping clients achieve financial confidence. Apply for this Private Client Banker role today and elevate your banking career with KeyBank!

Locations

  • Cincinnati, Ohio, 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

  • 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)
  • Foundational knowledge of sales/service techniques including prospecting (experience)
  • PC proficiency (MS Office) and digital tech knowledge (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through internal/external centers of influence
  • Open personal/business accounts and refer to specialists
  • Ensure compliance with operational/risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary with performance incentives
  • general: Comprehensive financial wellness programs
  • general: Professional development opportunities
  • general: Partnership in a client-focused culture
  • general: Supportive team environment with branch collaboration

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

Get personalized recommendations to optimize your resume specifically for 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 "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 BankerJobs in Cincinnati OHFinancial Advisor JobsBankingFinanceCustomer Service

Answer 10 quick questions to check your fit for 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.