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","Partnering","Written communication","Verbal communication","Sales","Customer service"]

Manage and grow relationships with high-net-worth clients by identifying opportunities to retain, expand, and acquire business. Consult with the appropriate advisory team to recommend banking, borrowing, and investment solutions aligned to clients’ financial goals. Maintain disciplined client review and tracking processes using CRM, deliver in-person presentations, meet individual sales goals, and coordinate advisory support as relationship complexity increases.

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FursaFursa
KeyCorp
KeyCorp
11 hours ago

Key Private Bank Associate Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Manage and grow relationships with high-net-worth clients by identifying opportunities to retain, expand, and acquire business. Consult with the appropriate advisory team to recommend banking, borrowing, and investment solutions aligned to clients’ financial goals. Maintain disciplined client review and tracking processes using CRM, deliver in-person presentations, meet individual sales goals, and coordinate advisory support as relationship complexity increases.
Location: United States
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.
  • •Gather client information and consult with appropriate team members to recommend banking, borrowing, and investment solutions.
  • •Engage and coordinate the extended advisory team and act as a client advocate/representative on assembled teams.
  • •Review and analyze personal and business financial data to develop client financial plans and capture client goals.
  • •Meet or exceed assigned individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor’s degree in a business-related field (preferred) or equivalent experience (required).
  • •3 years of financial services-related experience (required).
  • •FINRA licenses are preferred: S7 and S66 (or S63) and S65.
  • •Excellent client relationship and strong partnering skills.
  • •Deep knowledge of financial products and banking regulations.
Experience:3+ years
Education:Bachelor's in business-related field
Skills:Client relationshipPartneringWritten communicationVerbal communicationSalesCustomer service
Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 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