Location: 225 Franklin Street - Boston, Massachusetts 02110
Job SummaryKey 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)
- Master's Degree in business related field (preferred)
Experience Qualifications
- 7+ 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)
- Licensed Attorney/JD (varies by state) (preferred)
- Certified Wealth Strategist (CWS) (preferred)
Tactical Skills
- Ability to build trust by taking a proactive client centric approach
- Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
- Demonstrated expert 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 or commercial lending
- Excellent verbal and written communication skills
- Proficient in personal computer applications to drive results
Personal Skills
- Collaboration: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input.
- Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus.
- Emotional Intelligence: Identifies non-verbal emotional indicators in others, their negative impact on results, and pursues action to mitigate them for improved success; illustrates best practices and rationale for organizations that successfully grow their EI capability.
- Empathy: Has the ability to quickly spot any discomfort and awkwardness prevailing in a group and demonstrates genuine care for other people; can easily put self in someone else's shoes and provides emotional support or tangible assistance to others.
- Influence: Demonstrates the ability to influence and impact even when holding a position contrary to the majority through collaborative assessments that persuasively influence decision makers; may coach and advise on techniques to build rapport and commitment.
- Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion.
- Resilience: The ability to navigate a way out even when presented with multiple issues and repeated failures; may coach others and demonstrate how to build and practice resilience through mindfulness and related organizational interventions.
Practical Skills
- Business Acumen: Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance.
- Risk Management: Establishes business-specific risk management benchmarks and measures key benefits and drawbacks of risk management practices; demonstrates a strong risk management mindset.
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.
Job Posting Expiration Date: 01/02/2025
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 ...@keybank.com.
#J-18808-Ljbffr