Key Private Bank Relationship Manager

KeyCorp
Cincinnati
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Client-centric approach","Build trust","Strong communication","Verbal communication","Written communication"]

Serve as the primary advisor for Key Private Bank (KPB) clients, recommending tailored banking, borrowing, and investment solutions. Lead and assemble an extended advisory team (trust, investment, planning strategists) to execute relationship strategies for high-net-worth clients. Build comprehensive client financial plans using data from relationship reviews and the CRM system, deliver consultative client presentations, and grow the client book by meeting sales goals and expanding referrals. Engage locally to source business development opportunities.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Key Private Bank Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as the primary advisor for Key Private Bank (KPB) clients, recommending tailored banking, borrowing, and investment solutions. Lead and assemble an extended advisory team (trust, investment, planning strategists) to execute relationship strategies for high-net-worth clients. Build comprehensive client financial plans using data from relationship reviews and the CRM system, deliver consultative client presentations, and grow the client book by meeting sales goals and expanding referrals. Engage locally to source business development opportunities.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as the primary client advisor by recommending banking, borrowing, and investment solutions aligned to client goals.
  • •Leverage Relationship Reviews, the CRM system, and client meetings to understand needs, capture goals, and develop comprehensive financial plans.
  • •Prepare and deliver client presentations individually and as part of a team to propose appropriate financial solutions through consultative review and proactive contact.
  • •Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
  • •Maintain a disciplined prospecting approach and pipeline using internal/external referrals, while engaging community organizations for business development opportunities.
Travel: Low travel

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

  • •Bachelor’s degree in a business-related field (preferred) OR equivalent experience (required).
  • •Minimum of 5 years of demonstrated sales and business development experience with proven results (required).
  • •Demonstrated advanced knowledge of investments, trust, and credit, with ability to consult and prioritize client needs.
  • •Demonstrated in-depth knowledge of financial products and banking regulations.
  • •Proven experience with and comprehensive understanding of consumer and commercial lending.
Experience:5+ years
Education:
Skills:Client-centric approachBuild trustStrong communicationVerbal communicationWritten communication
Licenses:FINRA S7FINRA S66FINRA S63FINRA S65Licensed Attorney/JD
Certifications:Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Certified Wealth Strategist
Tech Stack:CRMPersonal computer applications

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