KeyBank

Key Private Bank Associate – Relationship Manager

KeyBank

full-time

Posted on:

Location Type: Hybrid

Location: Ashtabula • Ohio • Pennsylvania • United States

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Salary

💰 $80,000 - $150,000 per year

About the role

  • Identify opportunities to retain, expand and acquire client relationships
  • Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions
  • Engage and coordinate the extended advisory team based on client needs
  • Act as a client advocate/representative on assembled team
  • Develop a comprehensive understanding of clients’ needs, based on review and analysis of financial data
  • Capture the client’s goals in a financial plan
  • Develop and maintain knowledge of the KPB Sales Process, Client Experience and Service Standards
  • Meet or exceed assigned individual sales goals

Requirements

  • Bachelor's Degree in a business-related field (preferred) OR equivalent experience (required)
  • Minimum 3 years of financial services-related experience (required)
  • FINRA License S7 (preferred)
  • FINRA License S66 (preferred) or FINRA License S63 (preferred) and FINRA License S65 (preferred)
  • Excellent client relationship and superior partnering skills
  • Deep knowledge of financial products and banking regulations
  • Established excellent written and verbal communication skills
  • Experience in working with high-net-worth individuals and their financial issues (preferred)
  • Experience working in credit teams and a proven understanding of the importance of asset quality and exceptional customer service (preferred)
  • Sales or customer service experience.
Benefits
  • Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisfinancial planningsales processclient experiencebanking solutionsinvestment solutionsfinancial productsbanking regulationscredit team experienceasset quality
Soft Skills
client relationship skillspartnering skillswritten communicationverbal communicationcustomer serviceadvocacyteam coordinationconsultationgoal orientationproblem-solving
Certifications
Bachelor's DegreeFINRA License S7FINRA License S66FINRA License S63FINRA License S65