Private Client Banker
Tonawanda, 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 ...
Private Client Banker
Tonawanda, 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 ...
Private Client Banker
Uniontown, OH · 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 ...
Private Client Banker
Uniontown, OH · 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 ...
Private Client Banker
Taylorsville, UT · 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 ...
Private Client Banker
Taylorsville, UT · 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 ...
Private Client Banker
North Wales, PA · 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 ...
Private Client Banker
North Wales, PA · 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 ...
Private Client Banker
Enfield, CT · 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 ...
Private Client Banker
Enfield, CT · 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 ...
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 ...
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 ...
Private Client Banker
Reynoldsburg, OH · 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 ...
Private Client Banker
Reynoldsburg, OH · 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 ...
Private Client Banker
Dayton, OH · 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 ...
Private Client Banker
Dayton, OH · 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 ...
Private Client Banker
$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 ...
Private Client Banker
$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 ...
Private Client Banker
$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 ...
Private Client Banker
$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 ...
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 ...
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 ...
Private Client Banker
Tonawanda, 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 ...
Private Client Banker
Tonawanda, 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 ...
Private Client Banker
Hamden, CT · 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 ...
Private Client Banker
Hamden, CT · 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 ...
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 ...
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 ...
Private Client Banker
Jamestown, 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 ...
Private Client Banker
Jamestown, 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 ...
Private Client Banker
Bellbrook, OH · 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 ...
Private Client Banker
Bellbrook, OH · 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 ...
Private Client Banker
Taylorsville, 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 ...
Private Client Banker
Taylorsville, 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 ...
Private Client Banker
Elkhart, 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 ...
Private Client Banker
Elkhart, 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 ...
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 ...
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 ...
Private Client Banker
$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 ...
New
Private Client Banker
$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 ...
New
Trainee Private Client Banker information
What does a personal banker trainee do?
A trainee private client banker assists clients with banking needs, such as opening accounts, providing financial advice, and promoting banking products. They learn to evaluate client financial situations, develop customer service skills, and often work under supervision to gain experience in banking operations and financial services.
What is the difference between Trainee Private Client Banker vs Trainee Financial Advisor?
| Aspect | Trainee Private Client Banker | Trainee Financial Advisor |
|---|---|---|
| Certifications | Basic banking and financial certifications | Advanced certifications like CFP or CFA often preferred |
| Work Environment | Bank branches, client meetings, financial product sales | Independent or firm-based advising, client consultations |
| Employer & Industry Usage | Banking institutions, retail banking | Financial planning firms, investment companies |
The Trainee Private Client Banker primarily focuses on banking products and client service within a bank, while the Trainee Financial Advisor emphasizes comprehensive financial planning and investment advice. Both roles require financial knowledge, but the Financial Advisor often pursues advanced certifications and works more independently in advising clients on broader financial strategies.
What qualifications do I need to be a private banker?
To become a private banker, candidates typically need a bachelor's degree in finance, economics, or a related field. Relevant experience in banking or financial services, strong interpersonal skills, and professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance prospects. Licensing requirements may also apply depending on the services offered.
How much do private client bankers make?
Private client bankers typically earn a base salary ranging from $50,000 to $80,000 annually, with total compensation often exceeding $100,000 when including bonuses and commissions based on client assets and sales performance. Compensation varies by experience, location, and the size of the financial institution, and the role often requires strong sales skills and financial knowledge.
How to become a private client banker?
To become a private client banker, candidates typically need a bachelor's degree in finance, business, or a related field, along with relevant experience in banking or financial services. Strong interpersonal skills, knowledge of investment products, and certifications such as the Series 7 or Series 66 may be required. Gaining experience through entry-level banking roles and developing client relationship skills are important steps in the process.
What cities are hiring for Trainee Private Client Banker jobs? Cities with the most Trainee 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 Trainee Private Client Banker jobs? States with the most job openings for Trainee Private Client Banker jobs include:
KeyBank rating
8.2
Based on 89 frontline employees who took The Breakroom Quiz
38th of 141 rated banks
Job description
Location:
2030 Sheridan Drive - Tonawanda, New York 14223-1294
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
Education
Work Experience
Licenses and Certifications
Skills
Core Competencies
Physical Demands
Driving Requirements
Work Location Category
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.
2030 Sheridan Drive - Tonawanda, New York 14223-1294
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.
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