Hybrid Private Bank Associate Relationship Manager

at KeyBank

• Job title: Private Bank Associate Relationship Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $80,000 - $150,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Canfield, United States

About the role

• Associate Relationship Manager at Key Private Bank focusing on managing and building relationships with high-net-worth clients. Providing tailored banking, borrowing, and investment solutions.

Responsibilities

• 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.