Key Private Bank Associate Relationship Manager

Job Summary

Key Private Bank (KPB) serves clients through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) manages and builds client relationships by providing knowledgeable advice aligned with clients' financial goals.

Essential Functions

• Identifies opportunities to retain, expand, and acquire client relationships.
• Gathers information from the client and consults with appropriate team members to recommend banking, borrowing, and investment solutions.
• Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team.
• Develops a comprehensive understanding of clients’ needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, CRM system, and personal meetings.
• Captures the client’s goals in a financial plan. Maintains an in-depth knowledge of the KPB Sales Process, Client Experience, and Client Service Standards.
• Expands existing client relationships, closes referrals, and captures new business growth by meeting or exceeding assigned individual sales goals.
• Prepares and delivers in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
• Participates in community organizations to demonstrate Key’s commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products, as well as knowledge of competitors and competitive products.
• Performs other duties as assigned.

Education and Experience

• Bachelor's Degree in a business-related field (preferred)
• Equivalent experience (required)
• 3+ years of financial services-related experience (required)

Licenses and Certifications

• FINRA License S7 (preferred)
• FINRA License S66 (preferred)
• FINRA License S63 (preferred)
• FINRA License S65 (preferred)

Skills

• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Experience in working with high-net-worth individuals and their financial issues (preferred).
• Experience working in credit teams and a proven understanding of the importance of asset quality and exceptional customer service (preferred).
• Sales or customer service experience.

Core Competencies

• Demonstrates Key’s Values and abides by Key’s Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
• Travel - Occasional travel to include overnight stay.
• Driving Requirements - Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category

Hybrid (Sales)

Compensation and Benefits

This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience, and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.