Key Private Bank Sr. Relationship Manager

KeyCorp
Denver, Colorado
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Client advisory","Communication","Trust-building","Proactive client-centric approach","Prospecting discipline"]

Serve as the primary advisor for Key Private Bank high net worth clients, guiding them with tailored banking, borrowing, and investment solutions. Build and execute strategies based on client financial goals by analyzing personal and business financial data, maintaining proactive contact, and leading consultative reviews. Deliver client presentations, meet or exceed sales goals through relationship expansion and referrals, and partner with internal and external stakeholders to acquire and deepen client relationships.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Sr. Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as the primary advisor for Key Private Bank high net worth clients, guiding them with tailored banking, borrowing, and investment solutions. Build and execute strategies based on client financial goals by analyzing personal and business financial data, maintaining proactive contact, and leading consultative reviews. Deliver client presentations, meet or exceed sales goals through relationship expansion and referrals, and partner with internal and external stakeholders to acquire and deepen client relationships.
Location: Denver, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Recommend banking, borrowing, and investment solutions to help clients achieve financial goals and coordinate the extended advisory team
  • •Review and analyze personal and business financial data to capture client goals in a financial plan
  • •Prepare and deliver client presentations with appropriate financial solutions through consultative review
  • •Meet or exceed assigned sales goals by expanding relationships, closing referrals, and capturing new business growth
  • •Maintain a disciplined prospecting approach, build a pipeline using referrals, and support community business development opportunities
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •7+ years of demonstrated sales and business development experience with proven results
  • •Bachelor’s degree in a business-related field or equivalent work experience (required)
  • •Develop and execute strategies to advise clients on banking, borrowing, and investment solutions
  • •Ability to build trust with a proactive, client-centric approach
  • •Expert knowledge of investments, trust, credit, and financial products and banking regulations
Experience:7+ years
Education:
Skills:Client advisoryCommunicationTrust-buildingProactive client-centric approachProspecting discipline
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65
Certifications:FINRA License S7FINRA License S66FINRA License S63FINRA License S65Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Licensed Attorney/JDCertified Wealth Strategist (CWS)
Tech Stack:CRMPersonal computer

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn