Key Private Bank Associate Relationship Manager

KeyCorp; Hickorytown (PA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank in Plymouth Meeting, PA, is seeking an Associate Relationship Manager to manage and grow a high-net-worth client book within the Key Private Bank (KPB). You will coordinate with the advisory team, prepare financial plans, and present tailored banking and investment solutions to clients while meeting sales goals.

The role requires a bachelor’s degree (or equivalent experience) with 3+ years in financial services, and FINRA licenses are preferred.

Qualifications

• Bachelor's Degree in a business-related field or equivalent experience.
• 3 years of financial services experience (required).
• FINRA S7/S66 licenses preferred or S63/S65 licenses preferred.
• Excellent written and verbal communication; experience working with high-net-worth clients.

Responsibilities

• Identify opportunities to retain, expand and acquire client relationships.
• Gather information from clients and consult with appropriate team members to recommend banking, borrowing and investment solutions.
• Develops and delivers in-person client presentations and consultative reviews.
• Meets or exceeds sales goals by expanding existing client relationships and capturing new business growth.
• Participates in community organizations to demonstrate Key’s commitment to the local community.
• Maintains in-depth knowledge of wealth management and brokerage services and products.

Skills

Client relationship management

Partnership skills

Verbal communication

Written communication

Education

Bachelor's degree in business or equivalent

Job description

Location:401 Plymouth Road, Plymouth Meeting PennsylvaniaJob SummaryKey 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 FunctionsIdentifies 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 noticeComplies 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.EducationBachelor's Degree in a business-related field (preferred)OR equivalent experience (required)Work Experience3 years of financial services-related experience (required)Licenses and CertificationsFINRA License S7 (preferred)FINRA License S66 (preferred) orFINRA License S63 (preferred) andFINRA License S65 (preferred)SkillsExcellent 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 CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.Physical DemandsGeneral 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.TravelOccasional travel to include overnight stay.Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.Work Location CategoryHybrid (Sales)COMPENSATION AND BENEFITSThis 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.Please click here 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.Job Posting Expiration Date: 11/02/2026 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].#LI-Hybrid