What are the responsibilities and job description for the Key Private Bank Relationship Manager position at KeyBank?

Location :

30100 Chagrin Blvd - Pepper Pike, Ohio 44124

Job Summary

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Responsibilities

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
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. Captures the client's goals in a financial plan.
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.

Education Qualifications

Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications

5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications

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)

Tactical Skills

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

Personal Skills

Collaboration : Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Critical Thinking : The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process

Emotional Intelligence : Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity

Empathy : Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints

Influence : Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence

Persuasion : Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding

Resilience : The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities

Practical Skills

Business Acumen : Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes

Risk Management : Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

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.

Travel

Occasional travel to include overnight stay.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Job Posting Expiration Date : 11 / 30 / 2024

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.

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