KeyPrivateBankAssociateRelationshipManager

**Location:** 225 Asylum Street, Suite 1910, Hartford Connecticut The Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients’ financial needs and advocating solutions that lead to the attainment of the clients’ financial aspirations and goals. The ARM manages up to 350 of “Maintain” value segment clients, currently defined as clients who meet the Key Private Bank’s target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000. The ARM works with the Maintain book of clients to achieve three objectives: 1\. Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery. 2\. Identify and Cross-sell additional services. 3\. Surface opportunities identified in the book for more significant growth to the assigned Relationship Manager and partner with them on the sales process. ESSENTIAL JOB FUNCTIONS The ARM will be responsible for functions that align with the wealth sales process in daily work to create a constructive client experience. This includes: Opportunity Management • Maintains and expands current client relationships through developed client contact activity plans (minimum of two contacts per year/client) • Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. • Engages and/or coordinates advisory team based on client needs. Acts as lead and/or client advocate/representative on assembled team. • Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. • Identify opportunities to retain and expand relationships. Gather information from the client and consult with appropriate team members to recommend product solutions. • Participates in Communit