KeyBank
Financial Services
KeyPrivateBankClientRelationshipAssociate
“Key Private Bank Client Relationship Associate at KeyBank. Skills: Client Relationship Management, Sales Support, Financial Services. Manage client book. Grow and retain client relationships”
What You'll Achieve.
Grow revenue; Improve client experience
Industry & Context.
Problem resolution skills
Ability to exercise discretion due to accessing and handling highly sensitive information, Occasional travel to include overnight stay, 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.
What They're Looking For.
Must Have
Minimum of 3 years related work experience or equivalent combination of work/educational background
Nice to Have
Bachelor's Degree or equivalent experience
What You'll Do.
Grow and retain client relationships
Proactive client outreach
Provide top-tier service
Identify and anticipate client needs
Support sales process
Open new deposit accounts
Identify opportunities to retain and expand relationships
Assist with client contact strategy
Educate clients on digital resources
Provide financial planning support
Improve client experience
Plan and manage client events
Leverage centralized service task queue
How You'll Work.
Team & Collaboration
Support the KPB Relationship Manager and field team; Active member of the relationship team; Coordinate the relationship team; Support RM with Salesforce Data Entry; Consult with the KPB Officer; Assist relationship team in client contact strategy; Works with team to plan and manage client events; Encourage field teams to right channel service work
Communication Scope
Communication skills (verbal, phone and written)
Applying for this Key Private Bank Client Relationship Associate role?
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