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KeyBank · 3 weeks ago

Key Private Bank Associate Relationship Manager

Tarrytown, NY

Full-time

Onsite

Mid Level

$79K/yr - $146K/yr

3+ years exp

KeyBank is dedicated to serving clients' financial needs through expert advice and personalized solutions. The Associate Relationship Manager is responsible for managing and building client relationships while identifying growth opportunities and achieving sales goals.

Banking

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 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

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

Client relationship managementFinancial products knowledgeSales experienceFINRA License S7FINRA License S66FINRA License S63FINRA License S65Customer service experienceHigh-net-worth individualsWritten communication skillsVerbal communication skills