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KeyBank · 1 day ago

Key Private Bank Client Relationship Associate

Dayton, OH

Full-time

Onsite

Mid Level

$24.52/hr - $37.50/hr

3+ years exp

KeyBank is a financial services company that is seeking a Client Relationship Associate to support the KPB Relationship Manager and field team. The role involves managing client relationships, onboarding new clients, and providing top-tier service while identifying opportunities to grow and retain client relationships.

Banking

Responsibilities

Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings

Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods

Owns follow up after client meetings on takeaways and next steps

Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue

Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities

Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents

Coordinate officer transitions when team members transition on or off the KPB sales team

Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed

Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer

Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities)

Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc

Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance)

Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed

Works with team to plan and manage client events, attending as needed

Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue

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

Financial services knowledgeClient service skillsMicrosoft Office proficiencySalesforce experienceProblem resolution skillsDiscretion handlingProprietary software learningCommunication skills

Required

Minimum of 3 years related work experience or equivalent combination of work/educational background

General knowledge of financial services and wealth management

Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills

Ability to exercise discretion due to accessing and handling highly sensitive information

Ability to learn and use proprietary software, databases, and systems

Proficient in all Microsoft Office Applications