Juan Sanchez, CWS® in

Juan Sanchez, CWS®

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Private Bank Relationship Manager at Key Private Bank
📍 Boise Metropolitan Area, United States

Juan Sanchez is a Vice President and Private Bank Relationship Manager at Key Private Bank, specializing in wealth planning and investment management for high-net-worth clients. A Certified Wealth Strategist, he has built his career at KeyBank, previously leading sales and service for 13 branches in the Boise area.

Outside of his financial career, Juan is committed to his community, serving on the Board of Directors for the Junior Achievement of Idaho. This role reflects a dedication to supporting youth and promoting financial literacy for the next generation.

In a previous leadership role, he was responsible for the financial wellness and development of a team serving clients across 13 bank branches.

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Experience
23 Years
Current Role
Private Bank Relationship Manager
Job Level
Middle
Location
Boise Metropolitan Area, United States
Personality Overview

How Juan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Juan cares about

Wealth & Estate Planning
His expertise is in creating tailored financial solutions, including strategic investment management and estate planning, to help affluent clients achieve their long-term goals.
Community Involvement
He serves on the Board of Directors for Junior Achievement of Idaho, demonstrating a commitment to empowering young people with financial literacy and work readiness skills.
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Career

Work history

4-2024
Private Bank Relationship Manager
Key Private Bank
8-2023 - 4-2024
Private Bank Associate Relationship Manager
Key Private Bank
1-2017 - 8-2023
Senior Area Retail Leader
KeyBank
1-2017 - 8-2023
Senior Area Retail Leader/ Vice President
KeyBank
4-2015 - 12-2016
Branch Manager
KeyBank
In the press

Media appearances

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Education
3-2024 - 2-2025
Certified Wealt Strategist
Cannon Financial Institute
2018 - 2020
CBA Executive Banking School
Furman University
2010 - 2014
Education details unavailable
Wells Fargo Bank
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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