What are the responsibilities and job description for the Key Private Bank Client Service Associate position at KeyBank National Association?
Location:
12830 University Drive - Fort Myers, Florida 33907
Job Summary
The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships.
Responsibilities
Assist customers with basic transactions, such as making deposits and withdrawals of cash, checks, and other forms of payments.
Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets.
Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
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.
Education Qualifications
Associate's Degree (preferred)
Experience Qualifications
3 years related work experience or equivalent combination of work/educational background (required)
Tactical Skills
General knowledge of financial products and services, including banking, trust and investments.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to maintain all servicing aspects of the client relationship.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases and systems.
Proficient in all Microsoft Office Applications.
Personal Skills
Collaboration
Digital Awareness
Empathy
Problem Solving
Resilience
Practical Skills
Business Acumen
Oral & Written Communication
Risk Management
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
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.
Job Posting Expiration Date: 04/27/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
12830 University Drive - Fort Myers, Florida 33907
Job Summary
The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships.
Responsibilities
Assist customers with basic transactions, such as making deposits and withdrawals of cash, checks, and other forms of payments.
Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets.
Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
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.
Education Qualifications
Associate's Degree (preferred)
Experience Qualifications
3 years related work experience or equivalent combination of work/educational background (required)
Tactical Skills
General knowledge of financial products and services, including banking, trust and investments.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to maintain all servicing aspects of the client relationship.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases and systems.
Proficient in all Microsoft Office Applications.
Personal Skills
Collaboration
Digital Awareness
Empathy
Problem Solving
Resilience
Practical Skills
Business Acumen
Oral & Written Communication
Risk Management
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
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.
Job Posting Expiration Date: 04/27/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
