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.
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 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 and to demonstrate Key’s commitment to the local community.
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.

Bachelor's Degree in a business-related field (preferred) OR equivalent experience (required)
Minimum of 3 years of financial services-related experience (required)
FINRA License S7 (preferred)
FINRA License S66 (preferred)
FINRA License S63 (preferred)
FINRA License S65 (preferred)

Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
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.

Private Bank Associate Relationship Manager

Key skills