Key Private Bank Associate Relationship Manager

KeyCorp; Florida; Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Incentives

Job summary

KeyBank seeks an Associate Relationship Manager to manage and grow relationships with high-net-worth clients, delivering expert advice and tailored financial solutions. The ARM collaborates with experienced Relationship Managers to align with clients' goals and drive sales through comprehensive planning and cross-team coordination.

With a focus on client satisfaction and regulatory compliance, the role requires strong communication and a proven ability to expand networks, while supporting wealth

Qualifications

• Client relationship management with high-net-worth clients.
• Knowledge of financial products and applicable banking regulations.
• Strong written and verbal communication skills.

Responsibilities

• Retain, expand and acquire client relationships through advisory support.
• Collaborate with advisors to present banking, borrowing and investment solutions.
• Document client needs and progress in CRM and financial planning tools.
• Meet sales goals by growing existing relationships and closing referrals.

Skills

Client relationships

Banking regulations

Written and verbal communication

High-net-worth experience

Credit knowledge

Sales or customer service

Education

Bachelor's degree in business-related field

Equivalent experience

Job description

Location

3507 Kyoto Gardens Drive, Palm Beach Gardens Florida

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 channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.

Essential Functions

Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship. Develops a comprehensive understanding of clients’ 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. Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Prepares and delivers in person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. Participates in Community organizations and to demonstrate Key’s commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory 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 a business-related field (preferred) OR equivalent experience (required)

Work Experience

3 years of financial services-related experience (required)

Licenses and Certifications

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

Skills

• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Experience in working with high-net-worth individuals and their financial issues (preferred).
• Experience working in credit teams and a proven understanding of the importance of asset quality and exceptional customer service (preferred).
• Sales or customer service experience.

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

This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually.

Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

• Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• 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.

Job Posting Expiration Date

08/08/2026

Equal Opportunity Employer

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. 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 [e-mail].

Company Culture

#LI-Hybrid KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.