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KeyBank · 4 months ago

Key Private Bank Relationship Manager

Akron, OH

Full-time

Onsite

Mid, Senior Level

5+ years exp

KeyBank is dedicated to serving clients' financial needs through expert advice and personalized banking solutions. The Key Private Bank Relationship Manager acts as the primary client advisor, developing strategies based on clients' financial goals and coordinating with the KPB relationship team to enhance client relationships.

Banking

Responsibilities

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship

Develops a comprehensive understanding of the client’s 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

Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact

Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth

Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources

Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community

Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory 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

Qualification

Certified Financial Planner (CFP)FINRA Series 7Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)Business AcumenRisk ManagementClient Advisory SkillsResilienceProficient in PC ApplicationsEmotional IntelligenceCollaborationCritical ThinkingPersuasion

Required

Bachelor's Degree in business related field or equivalent work experience

5 years of demonstrated sales and business development experience with proven results

FINRA Series 7 and 66 (or 63 & 65)

Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)

Ability to build trust by taking a client centric approach

Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs

Demonstrated in depth knowledge of financial products and banking regulations

Demonstrated strong client advisory skills

Demonstrated experience with and broad understanding of personal and commercial financial statements

Proven experience with and comprehensive understanding of consumer or commercial lending

Excellent verbal and written communication skills

Proficient in personal computer applications to drive results

Collaboration

Critical Thinking

Emotional Intelligence

Empathy

Influence

Persuasion

Resilience

Business Acumen

Risk Management

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs

Ability to routinely and frequently operate a motor vehicle with a valid driver's license