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Provide client servicing and transaction support, identify financial wellness opportunities, educate clients on digital banking, process transactions and cash handling, meet activity and sales goals, collaborate with branch teammates, and follow compliance and security procedures. Hybrid branch role with proactive outreach and occasional Saturday work.

Provide investment advice and financial planning to mass-affluent clients, grow new and existing relationships, cross-sell bank products, meet sales and referral goals, coach branch staff, and coordinate investment product delivery while complying with KeyBank policies.

Provide teller and client service transactions, identify financial wellness needs, make product recommendations, deepen client relationships through proactive outreach, and support branch performance while following compliance and cash-handling procedures.

Provide investment services and financial planning to mass-affluent clients, grow new and existing relationships, attain sales and referral goals, coordinate investment product delivery with branch teams, and partner with banking staff to cross-sell and refer broader banking solutions.

The Private Client Advisor manages investment services for Mass Affluent clients, providing comprehensive financial solutions and developing relationships with clients and branch personnel to achieve sales goals.

The Private Client Advisor will grow relationships with Mass Affluent clients by providing tailored investment solutions and financial planning, while collaborating with branch staff and attaining sales production goals.

Partner with Private Client Advisors to deliver consultative financial planning and investment solutions for Mass Affluent clients. Provide in-branch, client-facing service, support sales production and referrals, cross-sell bank products, maintain branch partnerships, and help grow revenue while ensuring licensing and compliance requirements are met.

Serve Mass Affluent clients by delivering investment solutions and holistic financial plans, growing new and existing relationships, meeting sales and referral goals, coordinating product delivery with branch teams, and cross-selling bank products while maintaining compliance with KeyBank policies.

Advise Mass Affluent clients on investments and financial planning, grow and manage client relationships ($50k+ assets), meet sales and referral goals, cross-sell bank products, coach branch staff on investment referrals, and ensure compliant delivery of investment solutions.

10.5-week operations-focused internship supporting Key Wealth Management advisor platform. Map and streamline client workflows, analyze team effectiveness, and help automate repeatable processes (Power Automate, SharePoint). Partner with business leaders, embed with Enablement Team, produce presentations and reports, and support coaching cadence and client experience initiatives.