Key Private Bank Associate Relationship Manager

Key Private Bank Associate Relationship Manager

Requirements

• Bachelor’s Degree in business related field or equivalent work experience (required)
• Minimum of 3 years of financial services related experience required

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. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
• 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 client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
• Participates in Community organizations to demonstrate Key’s commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
• 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.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Preferred Qualifications

• FINRA 7 and 66 (or 63 & 65) (preferred)
• Experience in working with high-net-worth individuals and their financial issues preferred.
• Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred.