About this role
Private Client Banker at Keybank. Location: New Kensington, Pennsylvania, United States. Role: advising clients, managing relationships, referring products Requirements: Develop and deepen client relationships, deliver financial advice for clients with up to $2M in investable assets, meet sales and referral goals, and ensure compliance; FINRA and insurance licenses required. Category: Sales Seniority: Mid Level Tools: MS Windows, Microsoft Word, Microsoft Excel Certifications: s6, s63, security industry essentials (sie), life and health insurance Commitment: Full Time Workplace: Onsite Languages: English