Key Private Bank Associate Relationship Manager

KeyBank; Westlake (OH); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank's Key Private Bank (KPB) seeks an Associate Relationship Manager to manage and grow client relationships with high-net-worth individuals. You will provide expert advice across banking, borrowing and investments, coordinating with internal teams to deliver tailored financial plans.

You will identify growth opportunities, meet sales goals and partner with senior Relationship Managers. The role requires strong communication and deep product knowledge, with occasional travel in a hybrid work

Qualifications

• Bachelor's degree or equivalent experience in a business-related field.
• Minimum of 3 years of financial services-related experience.
• FINRA licenses preferred (S7, S66, S63, S65).

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships; gather information and recommend solutions.
• Engages the advisory team and acts as client advocate for complex relationships.
• Develops understanding of client needs through reviews, CRM data, and meetings to capture goals in a financial plan.
• Meets or exceeds sales goals by expanding relationships and closing referrals.
• Delivers in-person client presentations and collaborates with team to provide suitable financial solutions.

Skills

Client relationship

Financial products

Communication

High-net-worth experience

Credit knowledge

Sales/customer service

Education

Bachelor's degree in business-related field or equivalent experience

Tools

FINRA Licenses (S7/S66/S63/S65)

Job description

Location

166 Crocker Park Boulevard, Westlake Ohio

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 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

Minimum of 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: 09/25/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All