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Job description
KeyBank's Private Client Banker role focuses on managing the full client relationship with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions for clients with up to $2M in investable assets, gathering data and offering appropriate products.
You will build a referral pipeline, maintain product knowledge, and collaborate with Retail, Private Bank, Mortgage, and Business Banking teams to meet client needs while ensuring compliance and service
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Worksite address
west haven, CT, 06516, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.