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Senior Private Client Banker Jobs in Indiana (NOW HIRING)

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

Angola, IN · 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

Private Client Banker

Shelbyville, IN · 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

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 Advisor

South Bend, IN · On-site

Location: 4627 S Miami Road, South Bend Indiana Job Summary The Private Client Advisor's focus will ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

KeyBank

Private Client Advisor

South Bend, IN · On-site

Location: 4627 S Miami Road, South Bend Indiana Job Summary The Private Client Advisor's focus will ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

Keybank

Private Client Advisor

Goshen, IN · On-site

$55K/yr

Location: 221 N Main Street, Goshen Indiana Job Summary The Private Client Advisor's focus will be ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

KeyBank

Private Client Advisor

South Bend, IN · On-site

Location: 4627 S Miami Road, South Bend Indiana Job Summary The Private Client Advisor's focus will ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

KeyBank

Private Client Advisor

Goshen, IN · On-site

$55K/yr

Location: 221 N Main Street, Goshen Indiana Job Summary The Private Client Advisor's focus will be ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

Keybank

Private Client Advisor

South Bend, IN · On-site

Location: 4627 S Miami Road, South Bend Indiana Job Summary The Private Client Advisor's focus will ... Attain sales production and referral goals to the Bank (closed and accepted) by working book of ...

Old National Bank

Private Banker

Evansville, IN · On-site

$62K - $122K/yr

By definition, a Private Banking client is required to maintain total deposit balances of $250,000 or more in qualified accounts at Old National. Qualified accounts include personal and business ...

Old National Bank

Private Banker II

Evansville, IN · On-site

$62K - $122K/yr

By definition, a Private Banking client is required to maintain total deposit balances of $250,000 ... SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN

$77K - $96K/yr

Are you a trusted tax leader who enjoys solving complex problems, building client relationships ... Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you'll work on sophisticated ...

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Senior Private Client Banker information

What is a senior private client banker?

A Senior Private Client Banker is a financial professional who provides personalized banking and financial services to high-net-worth individuals and families. Their responsibilities include managing client portfolios, offering tailored solutions such as investment advice, lending, and wealth management, and cultivating long-term relationships. They often work with clients who have complex financial needs and require a high level of confidentiality and expertise. Senior Private Client Bankers typically have extensive experience in banking and finance, and they use their knowledge to help clients achieve their financial goals.

What types of clients and financial products does a senior private client banker typically manage, and how does this influence daily responsibilities?

Senior Private Client Bankers primarily work with high-net-worth individuals, managing complex financial portfolios that often include investment products, lending solutions, estate planning, and specialized banking services. This role involves proactively identifying client needs, providing tailored financial advice, and coordinating with internal specialists such as wealth managers and estate planners. Daily responsibilities often include regular client meetings, portfolio reviews, and collaborating with cross-functional teams to deliver a holistic banking experience. The dynamic nature of clients' financial needs means adaptability and relationship management skills are crucial for success in this position.

What are the key skills and qualifications needed to thrive as a senior private client banker, and why are they important?

To thrive as a Senior Private Client Banker, you need expertise in financial advisory, relationship management, and a solid understanding of banking products, typically supported by a bachelor's degree in finance or a related field. Familiarity with CRM systems, portfolio management tools, and potentially certifications like FINRA Series 6/7 or CFP is often required. Exceptional communication, discretion, and problem-solving skills help build trust and deliver personalized service to high-net-worth clients. These skills are crucial for effectively managing complex financial needs, ensuring regulatory compliance, and fostering long-term client relationships.

What is the difference between Senior Private Client Banker vs Private Client Banker?

AspectSenior Private Client BankerPrivate Client Banker
CredentialsTypically requires more experience, advanced certifications, and a proven track recordEntry to mid-level certifications, less experience required
Work EnvironmentHandles high-net-worth clients, offers personalized financial solutionsManages a broader client base, focuses on client acquisition and service
Employer & Industry UsageUsed in private banking divisions of banks and wealth management firmsCommon in retail banking and private banking sectors

The main difference between a Senior Private Client Banker and a Private Client Banker lies in experience, client focus, and responsibilities. Senior Private Client Bankers typically serve high-net-worth clients with advanced financial needs and require more credentials, while Private Client Bankers handle a wider range of clients with a focus on acquisition and service. Both roles are vital in private banking but differ in scope and seniority.

Do senior private client bankers get paid well?

Senior private client bankers typically earn competitive salaries that include base pay, bonuses, and commissions, reflecting their experience and client portfolio size. Compensation varies by institution and location but generally exceeds average banking roles due to the specialized nature of private banking and the high-net-worth clients served.

What are the most commonly searched types of Private Client Banker jobs in Indiana?

The most popular types of Private Client Banker jobs in Indiana are:

What are popular job titles related to Senior Private Client Banker jobs in Indiana?

For Senior Private Client Banker jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Senior Private Client Banker jobs in Indiana look for?

The top searched job categories for Senior Private Client Banker jobs in Indiana are:

What cities in Indiana are hiring for Senior Private Client Banker jobs?

Cities in Indiana with the most Senior Private Client Banker job openings:

Senior Private Client Banker jobs near you
Infographic showing various Senior Private Client Banker job openings in Indiana as of June 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution.

Private Client Banker

KeyBank

Angola, IN • On-site

Full-time

Re-posted 3 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

52nd of 172 rated banks

Job description

Location:
1901 N Wayne Street - Angola, Indiana 46703
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: 09/25/2026KeyCorp 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

Pay

Benefits

Hours and flexibility

Workplace

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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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