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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 dedicated to empowering clients in their financial journeys. With a strong presence in communities across the United States, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. We pride ourselves on being the bank that fights hardest for our clients, fostering long-term relationships built on trust and expertise. Join our team at the Shoppingtown location in Dewitt, NY, and contribute to a culture of client success and professional growth.

Position Summary

As a Private Client Banker (PCB) at KeyBank's Dewitt branch (6570 Kinne Rd, Dewitt, New York 13214), you will serve as a trusted advisor for clients with up to $2M in investable assets. This full-time role combines relationship management, financial planning, and sales to help clients achieve financial wellness. With a plan-based approach, you'll assess needs, recommend solutions, and refer to specialists in investments, insurance, mortgages, and business banking. Ideal for mid-level professionals passionate about banking jobs in New York.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts, process transactions, and support branch operations as needed.
  • Maintain compliance with all policies and deepen client relationships through partnerships.
  • Stay knowledgeable on products, competitors, and digital tools to educate clients effectively.

Required Qualifications

Candidates need a High School Diploma or GED (Bachelor's preferred), FINRA S6, S63, SIE licenses, and Life/Health Insurance licenses upon hire. Required experience includes sales techniques, client rapport building, influencing partners, and proficiency in MS Office and digital platforms. Comfort with small business clients and objection handling is preferred. This position offers a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).

Why Join Us

At KeyBank, you'll thrive in a supportive environment with opportunities for advancement in KeyBank careers. Enjoy a mid-level role with high impact, community involvement, and resources to excel in private client banking. KeyBank provides ongoing training, a collaborative team, and the privilege of helping clients move forward financially. Apply for this Private Client Banker job in Dewitt, NY today and be part of a bank that values your growth as much as your clients' success. Keywords: banking jobs Dewitt NY, financial advisor careers, KeyBank employment.

Locations

  • Dewitt, 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

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, SIE (required) (experience)
  • Life and Health Insurance Licenses (required) (experience)
  • Experience in sales goals achievement and building referral sources (experience)
  • PC and digital technology knowledge (MS Office, mobile apps) (experience)

Responsibilities

  • Deliver customized financial wellness recommendations and refer investment/insurance products
  • Build client referral pipeline through prospecting and centers of influence
  • Open personal and business accounts including deposits and lending products
  • Ensure compliance with operational, risk, and audit procedures
  • Support branch operations and participate in team huddles

Benefits

  • general: Competitive salary and performance-based incentives
  • general: Comprehensive professional development opportunities
  • general: Partnership in a client-focused culture with growth potential
  • general: Support for work-life balance in community banking
  • general: Access to KeyBank's financial wellness resources

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Tags & Categories

Banking JobsKeyBank CareersJobs in Dewitt NYPrivate Client BankerFinancial Advisor JobsNew York Banking CareersBankingFinanceCustomer 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 dedicated to empowering clients in their financial journeys. With a strong presence in communities across the United States, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. We pride ourselves on being the bank that fights hardest for our clients, fostering long-term relationships built on trust and expertise. Join our team at the Shoppingtown location in Dewitt, NY, and contribute to a culture of client success and professional growth.

Position Summary

As a Private Client Banker (PCB) at KeyBank's Dewitt branch (6570 Kinne Rd, Dewitt, New York 13214), you will serve as a trusted advisor for clients with up to $2M in investable assets. This full-time role combines relationship management, financial planning, and sales to help clients achieve financial wellness. With a plan-based approach, you'll assess needs, recommend solutions, and refer to specialists in investments, insurance, mortgages, and business banking. Ideal for mid-level professionals passionate about banking jobs in New York.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts, process transactions, and support branch operations as needed.
  • Maintain compliance with all policies and deepen client relationships through partnerships.
  • Stay knowledgeable on products, competitors, and digital tools to educate clients effectively.

Required Qualifications

Candidates need a High School Diploma or GED (Bachelor's preferred), FINRA S6, S63, SIE licenses, and Life/Health Insurance licenses upon hire. Required experience includes sales techniques, client rapport building, influencing partners, and proficiency in MS Office and digital platforms. Comfort with small business clients and objection handling is preferred. This position offers a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).

Why Join Us

At KeyBank, you'll thrive in a supportive environment with opportunities for advancement in KeyBank careers. Enjoy a mid-level role with high impact, community involvement, and resources to excel in private client banking. KeyBank provides ongoing training, a collaborative team, and the privilege of helping clients move forward financially. Apply for this Private Client Banker job in Dewitt, NY today and be part of a bank that values your growth as much as your clients' success. Keywords: banking jobs Dewitt NY, financial advisor careers, KeyBank employment.

Locations

  • Dewitt, 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

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, SIE (required) (experience)
  • Life and Health Insurance Licenses (required) (experience)
  • Experience in sales goals achievement and building referral sources (experience)
  • PC and digital technology knowledge (MS Office, mobile apps) (experience)

Responsibilities

  • Deliver customized financial wellness recommendations and refer investment/insurance products
  • Build client referral pipeline through prospecting and centers of influence
  • Open personal and business accounts including deposits and lending products
  • Ensure compliance with operational, risk, and audit procedures
  • Support branch operations and participate in team huddles

Benefits

  • general: Competitive salary and performance-based incentives
  • general: Comprehensive professional development opportunities
  • general: Partnership in a client-focused culture with growth potential
  • general: Support for work-life balance in community banking
  • general: Access to KeyBank's financial wellness resources

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 CareersJobs in Dewitt NYPrivate Client BankerFinancial Advisor JobsNew York Banking CareersBankingFinanceCustomer 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.