Teams at KeyBank

Provides investment services and financial wellness planning to mass-affluent clients with $50,000 or more in investable assets. Grows new and existing relationships, develops comprehensive financial plans, sells investment solutions, identifies banking opportunities, and achieves sales and referral goals. Partners with branch teams and centers of influence, coaches branch personnel, coordinates investment product delivery, and maintains compliance with company policies and client best-interest standards.

The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.

The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.