Key Private Bank Associate Relationship Manager

KeyCorp
United States
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Client relationship","Partnering","Written communication","Verbal communication","Sales"]

Manage and grow relationships with a book of high-net-worth clients for Key Private Bank by identifying opportunities to retain, expand, and acquire business. Use client financial data, CRM records, and client meetings to build financial plans and coordinate an extended advisory team. Deliver consultative presentations, meet individual sales goals, and maintain disciplined client review tracking. Work in a hybrid sales setting with occasional overnight travel.

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KeyCorp
KeyCorp
2 days ago

Key Private Bank Associate Relationship Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Manage and grow relationships with a book of high-net-worth clients for Key Private Bank by identifying opportunities to retain, expand, and acquire business. Use client financial data, CRM records, and client meetings to build financial plans and coordinate an extended advisory team. Deliver consultative presentations, meet individual sales goals, and maintain disciplined client review tracking. Work in a hybrid sales setting with occasional overnight travel.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Identify opportunities to retain, expand, and acquire client relationships and achieve individual sales goals.
  • •Gather client information and consult with appropriate team members to recommend banking, borrowing, and investment solutions.
  • •Engage and coordinate an extended advisory team based on client needs, acting as client advocate/representative.
  • •Review and analyze personal and business financial data to develop comprehensive client understanding and capture client goals in financial plans.
  • •Prepare and deliver in-person client presentations and maintain disciplined client review tracking using designated tools.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor's degree in a business-related field (preferred) or equivalent experience (required).
  • •Minimum of 3 years of financial services-related experience (required).
  • •Hold FINRA licenses S7 and S66 or S63 plus S65 (preferred).
  • •Excellent client relationship and strong partnering skills.
  • •Established excellent written and verbal communication skills.
Experience:3+ yearsFinancial services
Education:Bachelor's
Skills:Client relationshipPartneringWritten communicationVerbal communicationSales
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65
Tech Stack:CRM

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