KeyBank

Client Service Associate

KeyBank

full-time

Posted on:

Location Type: Hybrid

Location: Brooklyn • New York • Ohio • United States

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Salary

💰 $25 - $38 per hour

About the role

  • Work in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams.
  • Ensure full completion of client transactions, assisting with identification and coordination and product delivery.
  • Provide efficient service and problem resolution throughout each step of the KPB service and client experience process.
  • Service high-net-worth client accounts based on client need.
  • Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
  • Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts.
  • Complete processes according to procedures.
  • Understand and follow all client authentication processes and procedures to protect clients and Key from loss.
  • Understand and identify red flags of fraudulent and money laundering activity.

Requirements

  • Associate's Degree or equivalent experience (preferred)
  • A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
  • General knowledge of financial products and services, including banking, trust and investments.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to maintain all servicing aspects of the client relationship.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases and systems.
  • Proficient in all Microsoft Office Applications.
Benefits
  • 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
client service skillsproblem resolution skillsfinancial products knowledgebanking knowledgetrust knowledgeinvestment management knowledgeclient authentication processesfraud detectionmoney laundering identification
Soft Skills
communication skillsdiscretionrelationship managementclient satisfaction focusservice efficiency
Certifications
Associate's Degree