What are the responsibilities and job description for the Financial Relationship Manager position at KeyBank?
At KeyBank, we're committed to helping our clients achieve their financial goals. As a Personal Banker, you'll play a vital role in providing exceptional client service and building strong relationships with individuals and businesses in our communities.
Your primary responsibilities will include engaging clients in conversations to understand their needs and provide guidance and solutions to support their financial wellness. You'll work closely with the branch team to attract new clients and develop existing relationships based on their unique financial goals.
We're seeking a self-motivated and competitive individual who is comfortable interacting with clients in person and through proactive calling efforts. You'll need to have strong teamwork and communication skills, as well as the ability to work towards attracting new clients and deepening relationships with existing ones.
Key Responsibilities:
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome expectations.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end of day debriefs.
