Key Private Bank Senior Relationship Manager

KeyCorp
Ohio
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Client advisory","Communication","Trust building","Prospecting","Relationship management"]

Serve as the primary advisor for Key Private Bank’s high-net-worth clients by recommending banking, borrowing, and investment solutions aligned to each client’s financial goals. Lead relationship reviews, maintain an active prospecting and referral pipeline, and deliver consultative client presentations. Meet individual sales goals, coordinate with an extended advisory team (trust, investments, planning), and partner internally and externally to deepen and grow client relationships.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Senior Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as the primary advisor for Key Private Bank’s high-net-worth clients by recommending banking, borrowing, and investment solutions aligned to each client’s financial goals. Lead relationship reviews, maintain an active prospecting and referral pipeline, and deliver consultative client presentations. Meet individual sales goals, coordinate with an extended advisory team (trust, investments, planning), and partner internally and externally to deepen and grow client relationships.
Location: Ohio
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 their financial goals, coordinating an extended advisory team as needed.
  • •Conduct relationship reviews using personal and business financial data, capture client goals in a financial plan, and maintain ongoing proactive contact.
  • •Prepare and deliver client presentations presenting appropriate financial solutions individually and with a team.
  • •Meet or exceed assigned individual sales goals by expanding existing client relationships, closing referrals, and acquiring new business.
  • •Maintain a disciplined prospecting pipeline using internal and external referrals and participate in community organizations to source business development opportunities.
Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Minimum 7 years of demonstrated sales and business development experience with proven results.
  • •Ability to act as a primary client advisor by recommending banking, borrowing, and investment solutions aligned to client financial goals.
  • •Demonstrated expert knowledge of financial products and banking regulations, including investments, trust, and credit, with advisory ability.
  • •Broad understanding of personal and commercial financial statements and experience with consumer or commercial lending.
  • •Bachelor’s degree in a business-related field or equivalent work experience (master’s preferred).
Experience:7+ yearsWealth management
Skills:Client advisoryCommunicationTrust buildingProspectingRelationship management
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License S65
Certifications:CFPCIMACFACPACWS
Tech Stack:CRMPC

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