KeyBank · 2 days ago
Key Private Bank Associate Relationship Manager
Westlake, OH
Full-time
Hybrid
Mid Level
$80K/yr - $150K/yr
3+ years expKeyBank is dedicated to serving clients' financial needs through expert advice and personalized banking solutions. The Associate Relationship Manager is responsible for managing and building client relationships, identifying growth opportunities, and achieving sales goals while collaborating with experienced Relationship Managers.
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
Collaborates in-person with peers and cross-functional teams to advance projects and business goals while pursuing development and growth opportunities
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 (required)
Minimum 3 years of financial services related experience (required)
FINRA License S7 (required)
FINRA License S66 or S63 & S65 (required)
Excellent client relationship and superior partnering skills
Deep knowledge of financial products and banking regulations
Established excellent written and verbal communication skills
Demonstrates experience in participating in productive, collaborative processes that help solve business problems and meet business goals
The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Identifies relevant emotional intelligence (EI) components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
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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