Key Private Bank Associate Relationship Manager

KeyBank•Toledo, OH

6d•$80,000 - $150,000•Hybrid

About The Position

Key Private Bank (KPB) serves clients' financial needs through personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) manages and builds client relationships by providing knowledgeable advice aligned with clients' financial goals. The ARM identifies growth opportunities within an existing book of high-net-worth clients or through internal referrals, works toward individual sales goals, and partners with experienced Relationship Managers throughout the sales process. The position is hybrid and prioritizes in-office presence while offering flexible options when work can be performed effectively in a mobile environment. It involves occasional travel, including overnight stays, and routine and frequent operation of a motor vehicle with a valid driver's license.

Requirements

At least 3 years of financial services-related experience.
A bachelor's degree in a business-related field or equivalent experience; the degree is preferred and equivalent experience is required.
Excellent client relationship and partnering skills.
Deep knowledge of financial products and banking regulations.
Excellent written and verbal communication skills.
Sales or customer service experience.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver's license.
Ability to meet the physical demands of general office work, including prolonged sitting, communicating in person or by phone, frequent PC/laptop use, and occasional lifting, pushing, or pulling of bags weighing up to 10 pounds.
Occasional travel, including overnight stays.

Nice To Haves

FINRA Series 7 license.
FINRA Series 66 license, or FINRA Series 63 and Series 65 licenses.
Experience working with high-net-worth individuals and their financial issues.
Experience working in credit teams and a proven understanding of asset quality and exceptional customer service.

Responsibilities

Identify opportunities to retain, expand, and acquire client relationships; gather client information and consult appropriate team members to recommend banking, borrowing, and investment solutions.
Engage and coordinate the extended advisory team based on client needs, serve as a client advocate on the team, and involve the Market Leader or another Relationship Manager when relationship complexity warrants it.
Analyze personal and business financial data gathered through relationship reviews, the CRM system, and client meetings to understand client needs and capture goals in a financial plan.
Maintain knowledge of the KPB Sales Process, Client Experience, and Client Service Standards.
Use designated tracking tools to document progress in implementing client strategies and maintain a disciplined client review process.
Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business.
Prepare and deliver in-person client presentations, individually or as part of a team, and present appropriate financial solutions through consultative reviews and proactive contact.
Participate in community organizations and demonstrate Key's commitment to the local community.
Maintain knowledge of financial wealth management and brokerage investment advisory services and products, as well as competitors and competitive products.
Perform other duties as assigned; duties, responsibilities, or activities may change or be added at any time with or without notice.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of Key's clients and Key.