Private Client Advisor — Wealth Planning & Solutions

KeyBank; Norristown (Montgomery County); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Inclusive company culture

Job summary

KeyBank is seeking a Private Client Banker (PCB) in Norristown, Pennsylvania. As a PCB, you will be a trusted advisor to clients, delivering tailored financial solutions while maintaining compliance with banking protocols.

The role requires a High School Diploma, experience in customer relationship development, and proficiency in digital banking technology. The position offers a competitive hourly rate between $25.00 - $38.46, plus additional incentive compensation.

Qualifications

• High School Diploma or equivalent experience required.
• Experience in developing customer relationships required.
• Knowledge of financial wellness and investment products required.

Responsibilities

• Deliver financial solutions and refer clients to appropriate services.
• Maintain client relationships and ensure compliance.
• Support branch operations and assist with transactions as needed.

Skills

Client relationship building

Sales techniques

Financial advice

Interpersonal skills

Digital technology proficiency

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office

Digital banking apps

Job description

KeyBank is seeking a Private Client Banker (PCB) in Norristown, Pennsylvania. As a PCB, you will be a trusted advisor to clients, delivering tailored financial solutions while maintaining compliance with banking protocols.

The role requires a High School Diploma, experience in customer relationship development, and proficiency in digital banking technology. The position offers a competitive hourly rate between $25.00 - $38.46, plus additional incentive compensation.