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 management","Partnering","Communication","Consultative advisory","Sales execution"]Manage and grow relationships with high-net-worth clients by gathering financial information, advising on banking, borrowing, and investment solutions, and partnering with an extended advisory team. Use relationship reviews and CRM tools to create client financial plans, track implementation progress, and meet individual sales goals through retention, expansion, referrals, and new business. Deliver consultative in-person client presentations and support community engagement.
