Full-Time

Key Private Bank Relationship Manager

Confirmed live in the last 24 hours

KeyBank

KeyBank

1,001-5,000 employees

Offers banking, loans, and financial services

Fintech
Financial Services

Senior

Orange, OH, USA

Category
Private Equity
Finance & Banking
Required Skills
Sales

You match the following KeyBank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's Degree in business related field or equivalent work experience (required)
  • 5+ years of demonstrated sales and business development experience with proven results (required)
  • FINRA Series 7 and 66 (or 63 & 65) (preferred)
  • Certified Financial Planner (CFP) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)
  • Certified Public Accountant (CPA) (preferred)
  • Chartered Financial Analyst (CFA) (preferred)
  • Certified Wealth Strategist (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)
  • Ability to build trust by taking a client centric approach
  • Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
  • Demonstrated in depth knowledge of financial products and banking regulations
  • Demonstrated strong client advisory skills
  • Demonstrated experience with and broad understanding of personal and commercial financial statements
  • Proven experience with and comprehensive understanding of consumer and commercial lending
  • Excellent verbal and written communication skills
  • Proficient in personal computer applications to drive results
Responsibilities
  • Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
  • Develops a comprehensive understanding of the client’s 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.
  • Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
  • Actively participates in Community organizations to source business development opportunities and 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
  • FINRA Series 7 and 66 (or 63 & 65) (preferred)
  • Certified Financial Planner (CFP) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)
  • Certified Public Accountant (CPA) (preferred)
  • Chartered Financial Analyst (CFA) (preferred)
  • Certified Wealth Strategist (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)

KeyBank provides a variety of financial services, including personal and business banking, credit cards, mortgages, and loans. Their products are designed to cater to 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 their approach is a focus on financial wellness, offering clients tools and resources to better manage their finances. This comprehensive range of services aims to assist clients in reaching their financial objectives, such as purchasing a home, consolidating debt, or planning for the future.

Company Size

1,001-5,000

Company Stage

IPO

Total Funding

$30M

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.

Help us improve and share your feedback! Did you find this helpful?

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

/CNW/ - Scotiabank announced today that following regulatory approval from the Board of Governors of the Federal Reserve System, it has completed its...

Business Wire
Sep 25th, 2024
UJET Raises a Total of $76 Million in Series D Funding to Accelerate Generative AI Innovation for Contact Centers

UJET, Inc., a leading provider of AI-powered cloud contact center solutions, today announced it has closed its latest round of funding led by Sapphire

PYMNTS
Sep 11th, 2024
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

Business Wire
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...

PR Newswire
May 8th, 2024
Ramaco Resources, Inc. Announces Increase and Term Extension of Revolving Credit Facility

/PRNewswire/ -- The Company's principal lender, KeyBank, N.A. ("KeyBank"), has now led a bank syndicate that increased the Company's overall credit facility to...

McKnight's
Apr 30th, 2024
Financial companies announce deals

Several companies announced deals or closings in the past week.

Benzinga
Apr 25th, 2024
Star Equity Holdings Announces its KBS Builders Business Unit Closed a $4 Million Revolving Line of Credit with KeyBank - Star Equity Hldgs (NASDAQ:STRR), Star Equity Hldgs (NASDAQ:STRRP)

OLD GREENWICH, Conn., April 25, 2024 (GLOBE NEWSWIRE) -- Star Equity Holdings, Inc. (NASDAQ:STRR, STRRP)) ("Star" or the "Company"), a diversified holding company, announced today that its KBS Builders, Inc. ("KBS")

Business Wire
Mar 7th, 2024
Kilroy Realty Recasts Its $1.1 Billion Sustainability-Linked Unsecured Revolving Credit Facility

Kilroy Realty Corporation (NYSE: KRC) (the “Company”), today announced that its operating partnership, Kilroy Realty, L.P. (the “Borrower”), has close

SolarQuarter
Jan 30th, 2024
Swift Current Energy Secures 312.5 Million Green Loan, Expands Credit Facility to Fuel Growth in Clean Energy Projects

Today, Swift Current Energy announced an increase in its revolving credit facility from $225 million to $312.5 million. This expanded credit facility, designated as a Green Loan, will now mature […]