Location: 219 South Main Street - Akron, Ohio 44308
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 clients financial goals, and coordinating with the extended KPB relationship team to execute and advise on the clients 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 the complexity of the relationship. • Develops a comprehensive understanding of the clients 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 clients 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 Keys commitment to the local community. • Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory 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.
Compliance
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 Keys clients and Key.
Education and Qualifications
Bachelors 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
• Certified Financial Planner (CFP) (preferred) • Certified Investment Management Analyst (CIMA) (preferred) • Chartered Financial Analyst (CFA) (preferred) • FINRA Series 7 and 66 (or 63 & 65) (required) • and • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
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 comprehensive 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
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 drivers license.
Job Posting Expiration Date: 09/19/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 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.