Full-Time

Key Private Bank Associate Relationship Manager

Updated on 3/14/2025

KeyBank

KeyBank

1,001-5,000 employees

Offers banking products and financial services

No salary listed

Mid

Columbus, OH, USA

Category
Financial Planning and Analysis (FP&A)
Private Equity
Finance & Banking
Requirements
  • Bachelor's Degree in business related field or equivalent work experience (required)
  • 3+ years of financial services related experience (required)
  • FINRA 7 and 66 (or 63 & 65) (preferred)
  • Excellent client relationship and superior partnering skills.
  • Deep knowledge of financial products and banking regulations.
  • Established excellent written and verbal communication skills.
Responsibilities
  • Identifies 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.
  • Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
  • Develops a comprehensive understanding of clients’ needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client’s goals in a financial plan.
  • Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
  • Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Prepares and delivers 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 services and products as well as knowledge of competitors and competitive products.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Desired Qualifications
  • Experience in working with high-net-worth individuals and their financial issues preferred.
  • Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred.
  • Sales or customer service experience.

KeyBank provides a variety of financial services, including personal and business banking, credit cards, mortgages, and loans. Its products are designed to meet the needs of individual consumers, small businesses, and commercial clients throughout the United States. KeyBank generates revenue primarily through interest from loans, fees for banking services, and commissions on financial products. A key aspect of KeyBank's approach is its focus on financial wellness, offering clients tools and resources to help them manage their finances effectively. The goal of KeyBank is to support clients in achieving their financial objectives, whether that involves purchasing a home, consolidating debt, or planning for the future.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Massachusetts

Founded

1824

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration could boost KeyBank's operational efficiency and customer experience.
  • Scotiabank's investment may lead to expanded market reach and resource sharing.
  • Increased credit facilities support business growth through flexible financial solutions.

What critics are saying

  • AI investments may not yield expected returns, posing financial risks to KeyBank.
  • Scotiabank's investment could lead to strategic shifts misaligned with KeyBank's operations.
  • Higher credit facilities expose KeyBank to increased credit risk if clients default.

What makes KeyBank unique

  • KeyBank's investment in AI-based Zentist enhances its technological edge in financial services.
  • Strategic partnership with Scotiabank strengthens KeyBank's international market reach and resource sharing.
  • KeyBank's focus on financial wellness tools sets it apart in client financial management.

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Benefits

Medical, dental, & vision

Wellness Programs

Fitness Reimbursement

Alternative Work Schedules

PTO

Parental Leave

401(k) Savings Plan

Discounted Stock Purchase Plan

Tuition Reimbursement

Company News

Newswire
Dec 27th, 2024
Scotiabank Completes Additional Investment in KeyCorp

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KeyBank Invests In AI-Based Zentist Software For Dental Support Organizations | PYMNTS.com

Cleveland-based KeyCorp, the parent company of KeyBank, has announced a strategic relationship and minority investment with Zentist, a provider of

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Sep 3rd, 2024
Zeta Announces Successful Completion of Debt Refinancing

Zeta Global (NYSE: ZETA), the AI-Powered Marketing Cloud, today announced that it has successfully closed a $550 million loan facility to refinance it

PR Newswire
Aug 30th, 2024
KeyCorp and Scotiabank Complete Initial Tranche of Strategic Minority Investment

/PRNewswire/ -- KeyCorp (NYSE: KEY) today announced that The Bank of Nova Scotia ("Scotiabank") has completed the initial purchase of KeyCorp's common stock...