Private Client Banker Jobs in USA with Visa Sponsorship
Private Client Banker roles at U.S. banks and wealth management firms qualify as specialty occupations under the H-1B visa, making employer sponsorship achievable for finance graduates. Many large financial institutions have active LCA filing histories, and the role's degree requirements align well with common international candidate backgrounds.
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1804 North Broad Street - Lansdale, Pennsylvania 19446
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 take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
- Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners through in-person meetings– focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
- High School Diploma, GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
- OR equivalent experience (required)
Work Experience
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
- FINRA License S6 (required)
- FINRA License S63 (required)
- FINRA Security Industry Essentials (SIE) (required)
- Life, Accident, and Health Insurance Licenses (required)
Skills
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
- Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
- Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
- Actively identifying and developing new client relationships through prospecting and networking.
- Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Job Posting Expiration Date: 12/11/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Location:
1804 North Broad Street - Lansdale, Pennsylvania 19446
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 take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
- Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners through in-person meetings– focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
- High School Diploma, GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
- OR equivalent experience (required)
Work Experience
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
- FINRA License S6 (required)
- FINRA License S63 (required)
- FINRA Security Industry Essentials (SIE) (required)
- Life, Accident, and Health Insurance Licenses (required)
Skills
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
- Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
- Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
- Actively identifying and developing new client relationships through prospecting and networking.
- Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Job Posting Expiration Date: 12/11/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
See all 1,969+ Private Client Banker Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Private Client Banker roles.
Get Access To All JobsTips for Finding Private Client Banker Jobs
Align your degree to specialty occupation standards
Private Client Banker roles require a directly related bachelor's degree, typically in finance, economics, or business, to satisfy H-1B specialty occupation criteria. Pull the O*NET profile for this occupation to confirm which degree fields USCIS considers directly related before you apply.
Target banks with consistent LCA filing histories
Large retail and private banks file Labor Condition Applications every time they sponsor a worker, creating a public trail. Search OFLC public disclosure data to identify which financial institutions have certified LCAs for Private Client Banker or closely related titles in your target metro.
Verify prevailing wage tier before negotiating your offer
Your employer's LCA must certify a wage at or above the prevailing rate for your location and job title. Run the OFLC Wage Search for your metro before salary negotiations so you know the floor, and flag any offer that falls below it as a potential filing risk.
Find verified sponsoring employers on Migrate Mate
Filter your job search to banks and wealth management firms with confirmed LCA filing histories for this role. Migrate Mate surfaces employers that have sponsored Private Client Banker positions, saving you from applying to firms that have never filed for this occupation.
Get your Series 7 or 63 documented before interviews
Many Private Client Banker postings list FINRA licenses as requirements. If your licenses were obtained outside the U.S., gather official transcripts and equivalency documentation early, since employers factor licensing transfer timelines into their sponsorship willingness for this role.
Clarify H-1B portability rules before switching banks
If you're already in H-1B status at one institution and want to move to another bank, your new employer must file a new I-129 petition before you start. Once USCIS receives that petition, you can begin work without waiting for approval, so time your resignation accordingly.
Frequently Asked Questions
Does a Private Client Banker role qualify as a specialty occupation for H-1B sponsorship?
Yes, provided the employer's job posting requires a bachelor's degree or higher in a directly related field such as finance, economics, or business administration. If the posting accepts any bachelor's degree regardless of field, USCIS may challenge the specialty occupation claim. The specificity of the degree requirement in the job description is what determines eligibility, so the offer letter and LCA language both matter.
Which visa categories are realistic for a foreign national applying to Private Client Banker jobs in the U.S.?
H-1B is the primary path for most nationalities, subject to the annual cap and selection process. Australian citizens can pursue the E-3 visa, which has a separate cap that has never been exhausted and doesn't require lottery selection. Chilean and Singaporean nationals may qualify for the H-1B1 visa. TN visa is not available for this role since Private Client Banker does not appear on the USMCA profession list.
How do I find Private Client Banker jobs where the employer is willing to sponsor a visa?
Migrate Mate lists Private Client Banker roles at employers with verified LCA sponsorship histories, so you can focus your applications on banks and wealth management firms that have already sponsored this occupation rather than relying on job descriptions that may not disclose sponsorship policies upfront.
Will holding a FINRA license from outside the U.S. affect my sponsorship application?
Foreign FINRA licenses don't transfer directly, and most U.S. Private Client Banker roles require Series 7 and Series 63 or 66 licenses for full client-facing duties. Many employers will sponsor candidates who are actively pursuing these licenses, but your offer letter may include conditions tied to passing the exams within a set period, which can affect how the employer structures the LCA job description.
Does the employer pay the H-1B filing fees, or does the sponsored employee cover them?
USCIS prohibits employers from passing mandatory H-1B filing fees to the sponsored worker. The employer must cover the I-129 petition fee, the ACWIA training fee, and any fraud prevention and detection fees. Optional premium processing costs are sometimes negotiated, but the core statutory fees are always the employer's responsibility under DOL regulations.
What is the prevailing wage requirement for sponsored Private Client Banker jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.