Regional Consultant – Special Services
KeyBank
full-time
Posted on:
Location Type: Hybrid
Location: Cleveland • Connecticut • New York • United States
Visit company websiteExplore more
Salary
💰 $71,000 - $125,000 per year
About the role
- Manage a portfolio of clients for custodial services, including benefit payments.
- Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).
- Serve as regional sales support and client advisory support with travel required as needed.
- Support client expansion efforts by identifying and delivering solutions tailored to client needs.
- Responsible for delivering service and advice, including both custody and benefit payments.
- Ensure accurate, superior, and proactive service delivery in accordance with governing documents, policies, and regulatory requirements.
- Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
- Foster and maintain strong client relationships, acting as a trusted advisor and advocate.
- Serve as a mentor to others on the team, further enhancing their consulting and advisory capabilities.
- Conduct regular client reviews and solicit feedback to enhance service delivery and identify new opportunities.
- Retain and expand client relationships through consultative engagement and proactive solutions.
- Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
- Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.
Requirements
- Bachelor’s degree in business, finance, accounting, or related field.
- A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
- Experience managing complex custody relationships.
- Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
- Working knowledge of custodial services and benefit payment processing.
- Familiarity with regulatory requirements and compliance standards.
- Strong PC skills, especially Excel, Word, and PowerPoint.
Benefits
- Eligible 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
custodial servicesbenefit payment processinginstitutional bankingtrust administrationinvestmentscomplex custody relationshipsregulatory compliancefiduciary judgmentanalytical skillsproblem resolution
Soft Skills
communication skillsinterpersonal skillsclient relationship managementconsultative engagementmentoringservice deliveryproactive solutionsclient advisory supportfeedback solicitationtrust advisor