KeyBank

Private Bank Associate Relationship Manager

KeyBank

full-time

Posted on:

Location Type: Hybrid

Location: Canfield • Ohio • United States

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Salary

💰 $80,000 - $150,000 per year

About the role

  • Identifies 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.
  • Engages and coordinates the extended advisory team based on client needs.
  • Acts as a client advocate/representative on assembled team.
  • Develops a comprehensive understanding of clients’ needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings.
  • Captures the client’s goals in a financial plan.
  • Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
  • Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Prepares and delivers in person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
  • Participates in Community organizations and to demonstrate Key’s commitment to the local community.
  • 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.

Requirements

  • Bachelor's Degree in a business-related field (preferred) OR equivalent experience (required)
  • Minimum of 3 years of financial services-related experience (required)
  • FINRA License S7 (preferred)
  • FINRA License S66 (preferred)
  • FINRA License S63 (preferred)
  • FINRA License S65 (preferred)
Benefits
  • Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
  • Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisfinancial planningsales strategyclient relationship managementconsultative sellinggoal settingdata analysispresentation skillsinvestment solutionsbanking solutions
Soft Skills
client advocacyteam coordinationcommunicationproblem-solvinginterpersonal skillscommunity engagementorganizational skillsconsultationrelationship buildingadaptability
Certifications
Bachelor's DegreeFINRA License S7FINRA License S66FINRA License S63FINRA License S65