34 private client banker jobs found

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...

Location: 55 Douglas Lane - East Aurora, New York 14052-2188 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...

Location: 20 Cedar Street - Kerhonkson, New York 12446 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...

Location: 545 Route 211 East - Middletown, New York 10941 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...

Location: 6716 Pittsford Palmyra Road - Fairport, New York 14450 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...

Location: 417 Spring St - Jamestown, New York 14701 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...

Location: 9094 Erie Road - Evans, New York 14006 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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Lead Service Officer will be responsible for servicing assigned portfolio consisting of a non-owner occupied loans originating from small business, business banking, middle market and Key Private Banking. Independently manage forecasting reports and the day-to-day requests associated with an assigned portfolio, which may come from internal partners or external clients. Strict adherence to internal compliance procedures, credit approval, risk management and documentation standards according to internal closing procedures and controls. Responsible for providing superior client service and expertise related to loan administration with ability to juggle multiple projects and levels of complexity.  Working with multiple loan servicing systems and interface applications. Essential Functions Responsible for supporting client service functions required by credit, internal partners and at the request of...

Location: 1505 Rt 22, Brewster New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

About the Role: Grade Level (for internal use): 12 The Team: Our team specializes in analyzing complex, non-traditional asset classes including transportation ABS, private equity, triple net lease properties, data centers, time-share, and whole business securitizations. We foster a collaborative environment where analytical excellence meets innovative problem-solving, supporting the growth of structured finance markets globally. The Impact: As an Associate Director, you will drive the end-to-end rating process for complex esoteric ABS transactions, directly influencing capital market decisions and investor confidence. This role blends research and quantitative and qualitative analytical skills, client-facing interactions, and project management. Your analytical expertise will shape rating outcomes through comprehensive cash flow modeling, credit assessment, and structural analysis under various economic scenarios. The Associate Director is expected to conduct credit...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

We are a high performing team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.  As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets. You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients. Job Responsibilities: Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions,...

Location: 660 White Plains Road, Tarrytown New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 7350 Niagara Falls Blvd, Niagara Falls New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and...

Location: 25 Main Street, Hamburg New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...

Location: 6716 Pittsford Palmyra Road, Fairport New York Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending...