Job Description
Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462
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 Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities - Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
- Develops a comprehensive understanding of the client's 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.
- Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
- Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
- Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
- Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
- Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
- 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 Qualifications - Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications - 5+ years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications - FINRA Series 7 and 66 (or 63 & 65) (preferred)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Certified Wealth Strategist (preferred)
- Licensed Attorney/JD (varies by state) (preferred)
Tactical Skills - Ability to build trust by taking a client centric approach
- Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
- Demonstrated in depth knowledge of financial products and banking regulations
- Demonstrated strong client advisory skills
- Demonstrated experience with and broad understanding of personal and commercial financial statements
- Proven experience with and comprehensive understanding of consumer and commercial lending
- Excellent verbal and written communication skills
- Proficient in personal computer applications to drive results
Personal Skills - Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
- Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
- Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
- Empathy: 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
- Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
- Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
- Resilience: 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
Practical Skills - Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
- Risk Management: 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 sustain proficiency in identified Leadership Competencies.
Physical Demands - 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.
Travel - Occasional travel to include overnight stay.
Driving Requirements - Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $92,000.00 to $172,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 09/30/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Job Tags
Temporary work, Work experience placement, Local area, Night shift,