Key Private Bank Associate Relationship Manager - Registered

KeyBank; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

KeyBank is seeking an Associate Relationship Manager for its Private Bank in Portland. The ARM will manage high-net-worth client relationships, identify growth opportunities, and work with senior Relationship Managers to achieve sales goals.

The role requires constructing financial plans and delivering tailored solutions. Candidates should have a Bachelor's in business or related field, 3 years in financial services, and FINRA S7 plus S66/S63 & S65 licenses.

Qualifications

• Bachelor's degree in business or equivalent work experience.
• 3 years of financial services experience.
• FINRA Licenses S7 and S66 or S63 & S65 required.

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships using banking, borrowing and investment solutions.
• Engages advisory team to tailor solutions and coordinate with Wealth Management partners.
• Develops a deep understanding of clients' needs via reviews and CRM data; documents goals in a plan.
• Meets or exceeds sales goals by expanding relationships and closing referrals.
• Delivers in-person client presentations and participates in community activities.

Skills

Excellent client relationship

Knowledge of financial products

Written & verbal communication

Team collaboration

CRM familiarity

Emotional intelligence

Active listening

Persuasive communication

Risk management

Decision-making

Education

Bachelor's Degree in business related field

Tools

CRM systems

Financial planning tools

MS Office / Excel

Job description

Location:
1211 SW Fifth Avenue, Portland Oregon

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 to 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.
• Collaborates in-person with peers and cross-functional teams to advance projects and business goals while pursuing development and growth opportunities.
• 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 or equivalent work experience (required)

Work Experience

3 years of financial services related experience (required)

Licenses and Certifications

FINRA License S7 (required)

FINRA License S66 or S63 & S65 (required)

Skills

• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Demonstrates experience in participating in productive, collaborative processes that help solve business problems and meet business goals
• The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
• Identifies relevant emotional intelligence (EI) components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
• Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
• Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
• Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
• The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
• Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
• Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

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 communi