Key Private Bank - Registered Associate Relationship Manager

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

Manage and grow relationships with high-net-worth clients by advising on banking, borrowing, and investment solutions aligned to clients’ financial goals. Lead client reviews using CRM and tracking tools, develop financial plans, and meet individual sales goals through retention, referrals, and new business growth. Coordinate an extended advisory team, deliver in-person consultative presentations, collaborate cross-functionally, and represent Key’s commitment to the local community.

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KeyCorp
KeyCorp
2 months ago

Key Private Bank - Registered Associate Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Manage and grow relationships with high-net-worth clients by advising on banking, borrowing, and investment solutions aligned to clients’ financial goals. Lead client reviews using CRM and tracking tools, develop financial plans, and meet individual sales goals through retention, referrals, and new business growth. Coordinate an extended advisory team, deliver in-person consultative presentations, collaborate cross-functionally, and represent Key’s commitment to the local community.
Location: Denver
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 recommend banking, borrowing, and investment solutions.
  • •Coordinate an extended advisory team based on client needs and act as a client advocate/representative.
  • •Review and analyze personal and business financial data to develop financial plans and track implementation progress.
  • •Develop and maintain KPB sales process and client service standards to meet or exceed individual sales goals.
  • •Prepare and deliver in-person client presentations, collaborate with peers and cross-functional teams, and participate in local community organizations.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor’s Degree in a business-related field or equivalent work experience.
  • •3 years of financial services related experience.
  • •FINRA License S7.
  • •FINRA License S66 or S63 & S65.
  • •Excellent client relationship and superior partnering skills, with strong written and verbal communication.
Experience:3+ yearsFinancial servicesWealth management
Education:Bachelor's in business related field
Skills:Client relationshipPartneringWritten communicationVerbal communicationRisk management
Licenses:FINRA S7FINRA S66FINRA S63FINRA 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