Skip navigation
Licensed Relationship Manager - Briarcliff

Licensed Relationship Manager - Briarcliff

Job Description

ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies with assets of approximately $87 billion. Key companies provide investment management retail and commercial banking consumer finance and investment banking products and services to individuals and companies throughout the United States and for certain businesses internationally. The company's businesses deliver their products and services through branches and offices; a network of 1 576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website® that provides account access and financial products 24 hours a day.

ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities.

The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail Investment Services Mortgage Business Banking and Private Banking. Meets or exceeds established sales cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.

As financial navigators for life the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team.
Provides banking sales solutions for deposit loan and investment products (with appropriate licensing)
  • Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop
  • Supports the branch in growing a profitable book of business to achieve individual and team goals
  • Provides sales and service assistance to all clients
  • Develops and maintains broad knowledge of products and services to appropriately support client needs
  • Consistently executes the Key Sales process (Opportunity management Needs Assessment Present/Pitch Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction
  • Ensures compliance with operational security and audit procedures and policies
  • Participates in and occasionally facilitates daily branch team meetings
  • Participates in special projects sales campaigns and assignments as requested
  • Assists with coaching and training tellers and other branch professionals
  • Accurately process all financial service transactions
  • Identifies and resolves complex client service opportunities
  • Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop
  • Maintains and calls on a client book of business

Additional Responsibilities
  • As needed in limited circumstances may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions maintaining responsibility for a cash drawer and following proper balancing procedures.

Required Qualifications
  • High School Diploma or equivalent experience
  • 1 year of experience in developing current and new customer relationships achieving sales goals and building referral sources
  • Foundational knowledge of sales and service techniques with consumers and small businesses including tele-consulting outside calling prospecting and networking
  • Ability to interact with business partners such as Key Investment Services Mortgage and Business Banking Sales Professionals
  • Ability to develop a base of Centers of Influence (COIs)
  • Demonstrated strong customer service skills
  • Excellent communication skills and ability to work in a team environment
  • Working knowledge of PC (MS Windows and Office Products including Word Excel etc.)
  • Ability to work branch hours to include weekends and occasional evenings
  • Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls
  • FINRA Series 6 and 63 investment licenses*
  • State Insurance License*

Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Preferred Qualifications

  • Undergraduate degree in business related field
  • Possesses a general understanding of operations (risk, compliance, fraud, loss);
  • Working knowledge of Branch Teller Workstation

*Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).


  • Strategic
    • Understands the value proposition of the business and how it contributes to Key’s business strategy; applies a risk management mindset and knowledge about the global financial services industry
  • Energy/Drive
    • Action oriented; drives for results; pursues work with energy and focus; drives for completion; client relationship focused; acts with honor and character
  • Personal/Interpersonal
    • Open, receptive, accountable, and approachable; keeps promises, honors, commitments, and demonstrates open, honest communication; exhibits positive behavior
  • People Management
    • Understands the value of excellent client service and demonstrates a commitment to client satisfaction for internal and external clients while balancing organizational profitability; actively listens to internal/external client feedback and delivers appropriate solutions; embraces an inclusive team and diverse perspectives to reach best outcomes; escalates issues to manager when appropriate; apply judgment within established guidelines to resolve client issues and needs
  • Results
    • Dedicated to finding solutions, resolving problems, and fulfilling client needs; takes personal responsibility to see that every client is satisfied; proactively shares knowledge to help others develop and to improve the performance of the team; consistently exceeds and/or meets goals; bottom line oriented; pushes self and others for results
  • Technical and Functional
    • Exhibits the technical and functional skills to perform the job

In addition to the competencies specific to the Licensed Relationship Manager role, all Key employees are expected to exhibit Key’s Leadership Behaviors (Accountability, Managerial Courage, Drive for Results, Lead Change, Client Focus, Effective Collaboration Develop Self, Staff and Others, Business Acumen, Manage Vision and Purpose) as outlined in Key’s HR Online system.


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

Job Requirements


Job Snapshot

Employment Type Full-Time
Job Type Banking, Retail
Education High School
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 2485BR
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

Licensed Relationship Manager - Briarcliff

Enter notes about this job: