Elite Private Banking Relationship Manager

KeyBank; Harmonville (PA); Hybrid; USD 80,000 - 150,000; Full time

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 Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients’ financial goals.

The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral

Qualifications

• Bachelor’s Degree in a business-related field (preferred)
• OR equivalent experience (required)

Responsibilities

• Identifies opportunities to retain, expand, and acquire client relationships and recommends banking, borrowing and investment solutions.
• Engages and coordinates the extended advisory team based on client needs and acts as client advocate.
• Develops a comprehensive understanding of clients’ needs from financial data, CRM, and meetings to capture goals in a financial plan.
• Maintains knowledge of KPB Sales Process, Client Experience and Client Service Standards.
• Meets or exceeds sales goals by expanding relationships, closing referrals, and/or capturing new business growth.
• Prepares and delivers in-person client presentations with appropriate financial solutions.

Skills

Client relationships

Financial products

Communication

High-net-worth clients

Credit knowledge

Sales experience

Education

Bachelor’s degree in business (preferred)

Equivalent experience (required)

Job description

Key Private Bank (KPB) is dedicated to serving our clients’ financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients’ financial goals.

The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral