KPB Team Lead Associate

KeyBank; Akron (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Team Lead to manage a dynamic sales team within the Key Private Bank. This role is crucial for ensuring exceptional client service and operational excellence. You will support the sales leader, develop team capabilities, and oversee compliance and performance management. If you have a strong background in financial services, exceptional communication skills, and a passion for leading teams to success, this position offers a unique opportunity to make a significant impact in a collaborative environment. Join a forward-thinking organization that values innovation and client satisfaction.

Qualifications

• 5+ years of experience in financial services with strong client service focus.
• Deep knowledge of financial products and compliance regulations.

Responsibilities

• Manage Key Private Bank sales team to ensure quality client service.
• Provide training and coaching to associates for operational excellence.

Skills

Client Service Skills

Communication Skills

Problem-Solving Skills

Organizational Skills

Team Management

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office

Job description

Location:

4495 Everhard Road NW - Canton, Ohio 44718

ABOUT THE JOB (JOB BRIEF)

The Associate Team Lead manages the Key Private Bank (KPB) sales team members to ensure quality client service, sales support, operational excellence, and compliance. They support the KPB Sales Leader (SL) in various tasks and work closely to improve operational effectiveness and client experience. The role involves developing the team to deliver high-quality results in client service, sales support, and change management. Reports to the Regional Associate Team Lead.

ESSENTIAL JOB FUNCTIONS

1. Supervise local market associate staff to ensure excellent client experience through collaboration and personal ownership of client activities, including communication and follow-up.
2. Gain in-depth understanding of the roles of Client Experience Associates and Client Strategist Associates to ensure seamless client delivery.
3. Provide training and coaching to associates in assigned markets.
4. Ensure effective staff utilization through hiring, onboarding, and recruiting; build bench strength to manage turnover.
5. Ensure proper backup support for client associates and train staff accordingly.
6. Administer performance reviews and development plans for direct reports.
7. Monitor and schedule work to maintain coverage and resource allocation.
8. Operational Management/Compliance:
   • Identify and resolve client service issues proactively.
   • Adhere to compliance and audit standards.
   • Maintain required testing and documentation, monitor loans and fiduciary requirements, and report issues.
   • Conduct compliance meetings and oversee training to meet guidelines.
   • Report significant client developments to the Sales Leader.
   • Research and resolve complex errors, follow-up with clients.

1. Support sales reporting and tracking.
2. Delegate office duties such as supply ordering and audits.
3. Maintain accurate client data and approve client transitions.
4. Provide sales support by understanding KPB sales processes, overseeing onboarding, account procedures, credit processes, and leveraging CRM tools like Salesforce.
5. Lead change initiatives and reinforce critical changes within KPB and branch operations.

Operational and Compliance activities

1. Complete role-specific coursework and training.
2. Manage risks and rewards by adhering to policies and completing training.
3. Participate in operational forums and training opportunities.

Participate in Administration teams:

1. Assist with peer training.
2. Serve as a resource for processing and projects.
3. Identify systemic issues, suggest solutions, and escalate as needed.
4. Build relationships with team members and support areas to ensure high-quality account administration and client experience.

REQUIRED QUALIFICATIONS

1. Bachelor's degree or equivalent experience.
2. At least 5 years of related experience or equivalent education.
3. Deep knowledge of financial products and services.
4. Strong credit and fiduciary knowledge.
5. Proven client service, communication, and problem-solving skills.
6. Excellent organizational skills and ability to prioritize.
7. Effective team interaction and independent decision-making skills.
8. Discretion handling sensitive information.
9. Attention to detail and proficiency with proprietary systems and Microsoft Office.
10. Understanding of BSA and AML regulations and compliance standards.

CORE COMPETENCIES

• Leadership, People Management, Client Focus, Time Management, Organizing, Problem Solving, Personal Effectiveness, Communication, Courage, Energy/Drive, Interpersonal Skills.

Job Posting Expiration Date: 05/29/2025

KeyBank is an Equal Opportunity Employer. Qualified individuals with disabilities or veterans may request accommodations by emailing [e-mail].