Key Private Bank Senior Relationship Manager

KeyCorp
Columbus
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Client advisory","Proactive client-centric approach","Communication (verbal and written)","Relationship management","Proactive prospecting"]

Serve as the primary advisor for Key Private Bank high-net-worth clients by recommending banking, borrowing, and investment solutions aligned to their financial goals. Develop client financial plans using relationship reviews and CRM data, deliver consultative presentations, and proactively deepen existing relationships while prospecting to generate new business. Lead and coordinate an extended advisory team across trust, investments, and planning, while meeting or exceeding individual sales goals.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Key Private Bank Senior Relationship Manager

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as the primary advisor for Key Private Bank high-net-worth clients by recommending banking, borrowing, and investment solutions aligned to their financial goals. Develop client financial plans using relationship reviews and CRM data, deliver consultative presentations, and proactively deepen existing relationships while prospecting to generate new business. Lead and coordinate an extended advisory team across trust, investments, and planning, while meeting or exceeding individual sales goals.
Location: Columbus
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 lead the extended advisory team based on relationship complexity
  • •Review personal and business financial data to understand client needs and capture goals in a financial plan
  • •Prepare and deliver client presentations with consultative review and proactive, regular contact
  • •Meet or exceed individual sales goals by expanding relationships, closing referrals, and capturing new business growth
  • •Maintain a disciplined prospecting approach, manage a referral pipeline, and participate in community organizations to source business 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
  • •Bachelors degree in a business-related field or equivalent work experience (masters preferred)
  • •FINRA License S7 (and FINRA S66 or S63/S65)
  • •Ability to build trust with a proactive, client-centric approach
  • •Demonstrated expertise in investments, trust and credit, and the ability to advise on financial products and banking regulations
Experience:7+ years
Skills:Client advisoryProactive client-centric approachCommunication (verbal and written)Relationship managementProactive prospecting
Licenses:FINRA S7FINRA S66FINRA S63FINRA S65
Certifications:CFPCIMACPACFACWSJD
Tech Stack:CRMPersonal computer applicationsPC/laptop

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