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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 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 KeyBank client relationships.

Essential Functions

• 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

• Bachelor's Degree in business related field (preferred)

Work Experience

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

Licenses and Certifications

• FINRA License S7 and
• FINRA License S66 (preferred) or
• FINRA License S63 and
• FINRA License S65 (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)

Skills

• Ability to build trust by taking a client-centric approach. To prepare for Talent
• 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.

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

Please click for a list of benefits for which this position is eligible.

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.