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Private Client Banker: Financial Wellness Advisor

Job in Shelbyville, Shelby County, Indiana, 46176, USA
Listing for: KeyBank
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 34440 - 52348 USD Yearly USD 34440.00 52348.00 YEAR
Job Description & How to Apply Below
Position: Private Client Banker: Trusted Financial Wellness Advisor

Key Bank in Shelbyville, IN seeks a Private Client Banker to build trusted client relationships and provide plan-based financial advice across banking, investments, and insurance solutions.

You will assess client needs, gather client data, and coordinate with internal partners to tailor financial wellness plans, while focusing on client experience, referrals, and collaboration with branch teammates.

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