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Private Client Banker Jobs (NOW HIRING)

KeyBank

Private Client Banker

American Fork, UT · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Indianapolis, IN

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Hamden, CT

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Ingomar, PA

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Private Client Banker

Angola, IN · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Private Client Banker

Shelbyville, IN · On-site

$18.25 - $22.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Shelbyville, IN

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Issaquah, WA

$24.52 - $37.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker- Shoppingtown

Dewitt, NY

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Licensed Private Client Banker

White Plains, NY · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker - Glenmont

Glenmont, NY · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Lansdale, PA

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Mount Vernon, WA

$24.52 - $37.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Marysville, WA

$24.52 - $37.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Kennebunk, ME

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Licensed Private Client Banker

Portland, ME · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Licensed Private Client Banker

Seattle, WA · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Private Client Banker - Perinton

Fairport, NY · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Kerhonkson, NY

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Licensed Private Client Banker

Zillah, WA

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

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Private Client Banker information

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$31K

$64.1K

$114.5K

How much do private client banker jobs pay per year?

As of Jul 16, 2026, the average yearly pay for private client banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Client Banker, and why are they important?

To thrive as a Private Client Banker, you need a solid background in financial services, strong sales acumen, and typically a bachelor's degree in finance or a related field. Familiarity with CRM systems, investment products, and certifications such as FINRA Series 6/7 or state insurance licenses are often required. Exceptional interpersonal skills, active listening, and discretion help build trust and long-term relationships with high-net-worth clients. These competencies are crucial for providing tailored financial solutions, maintaining client satisfaction, and driving business growth.

What are Private Client Bankers?

Private Client Bankers are financial professionals who provide personalized banking and financial services to high-net-worth individuals. They manage client relationships, offer tailored financial advice, and assist with a range of services such as investment management, lending, and estate planning. Their goal is to help clients grow, manage, and protect their wealth by understanding their unique financial needs and objectives. Private Client Bankers often work at banks or financial institutions, serving as a primary point of contact for affluent clients.

How does a Private Client Banker typically collaborate with other departments to support high-net-worth clients?

As a Private Client Banker, collaboration with departments such as investment management, lending, and estate planning is essential to deliver comprehensive financial solutions for high-net-worth clients. You’ll often work closely with financial advisors, mortgage specialists, and trust officers to address clients’ complex needs, ensuring seamless service. Regular coordination meetings and client strategy sessions are common, which helps tailor products and services to each client’s unique goals. This team-based approach not only enhances client satisfaction but also broadens your exposure to advanced wealth management strategies.
More about Private Client Banker jobs
What cities are hiring for Private Client Banker jobs? Cities with the most Private Client Banker job openings:
What are the most commonly searched types of Private Client Banker jobs? The most popular types of Private Client Banker jobs are:
What states have the most Private Client Banker jobs? States with the most job openings for Private Client Banker jobs include:
What job categories do people searching Private Client Banker jobs look for? The top searched job categories for Private Client Banker jobs are:
Private Client Banker jobs near you
Infographic showing various Private Client Banker job openings in the United States as of July 2026, with employment types broken down into 9% Locum Tenens, 77% Full Time, 9% Part Time, and 5% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,080 per year, or $30.8 per hour.
Private Client Banker

Private Client Banker

KeyBank

American Fork, UT • On-site

Full-time

Re-posted 17 days ago

KeyBank rating

8.4

Company rating: 8.4 out of 10

Based on 96 frontline employees who took The Breakroom Quiz

34th of 149 rated banks

Job description

Location:
617 West Main Street - American Fork, Utah 84003
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
  • Consistently attains individual activity, behavior, and outcome goals and expectations.
  • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
  • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
  • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
  • Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
  • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
  • Support of branch operations including assisting with client transactions on the Teller line as needed.
  • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
  • Work on Saturdays as directed by management.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma , GED, or equivalent experience (required) or
  • Bachelor's Degree (preferred)

Work Experience
  • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
  • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
  • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Licenses and Certifications
  • FINRA License S6 Upon Hire (required)
  • FINRA License S63 Upon Hire (required)
  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • Life and Health Insurance Licenses Upon Hire (required)

Skills
  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
  • Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
  • Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
  • Actively identifying and developing new client relationships through prospecting and networking.
  • Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
  • Staying updated with market trends and analyzing market conditions to provide informed financial advice.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category
  • Branch

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 06/26/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

What KeyBank employees say

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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