KeyBank · 4 months ago
Key Private Bank Senior Relationship Manager - Licensed
Salt Lake City, UT
Full-time
Onsite
Senior Level
$112K/yr - $210K/yr
7+ years expKeyBank is dedicated to serving clients' financial needs through expert advice and personalized banking solutions. The Senior Relationship Manager acts as the primary client advisor, developing strategies based on client financial goals and coordinating with the KPB relationship team to meet clients' needs.
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
Required
Bachelor's Degree in business related field or equivalent work experience
7 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 proactive client centric approach
Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert 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
Ability to routinely and frequently operate a motor vehicle with a valid driver's license
Preferred
Master's Degree in business related field
Certified Financial Planner (CFP)
Certified Investment Management Analyst (CIMA)
Chartered Financial Analyst (CFA)
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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