Key Private Bank Associate Relationship Manager

About the role

Key Private Bank (KPB) is dedicated to serving clients’ financial needs 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. The ARM identifies growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.

Responsibilities

• Identify opportunities to retain, expand, and acquire client relationships.
• Gather information from the client and consult with appropriate team members to recommend banking, borrowing, and investment solutions.
• Engage and coordinate the extended advisory team based on client needs; act as a client advocate/representative on the assembled team.
• Engage the Market Leader or other Relationship Manager based on the complexity of the client relationship when needed.
• Develop a comprehensive understanding of clients’ needs through reviews, CRM data, and personal meetings; capture clients’ goals in a financial plan.
• Maintain in-depth knowledge of the KPB Sales Process, Client Experience, and Client Service Standards.
• Employ and maintain a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
• Meet or exceed assigned individual sales goals by expanding existing client relationships, closing referrals, and/or capturing new business growth.
• Prepare and deliver in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
• Participate in community organizations to demonstrate Key’s commitment to the local community.
• Develop and maintain in-depth knowledge of financial wealth management and brokerage investment advisory services and products, as well as knowledge of competitors and competitive products.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

• Bachelor’s Degree in a business-related field (preferred)
• OR equivalent experience (required)

Work Experience

• Minimum of 3 years of financial services-related experience (required)

Licenses and Certifications

• FINRA License S7 (preferred)
• FINRA License S66 (preferred)
• OR FINRA License S63 (preferred) and 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 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.

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

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.