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KIS Investment Center Associate

KeyBank Brooklyn Full-Time
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In a financial services contact center environment, the Investment Center Sales Associate will take inbound and make outbound calls to/from existing mass market clients. While interacting with clients during such calls, the Associate aims to improve client satisfaction, enhance and expand client relationships by performing a financial review, offering financial advice and selling investments as well as referring banking/credit products and services.

• Make outbound calls for the purpose of effectively cross-selling KIS products and services with a focus on Mass Market client base
• Demonstrated ability to have relationship approach combined with needs based sales techniques
• Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
• Build rapport and strengthen client relationships while servicing client needs
• Research and provide verification and documentation of client issues and resolution
• Maintain thorough knowledge and understanding of KIS products and services
• Effectively educate Mass Market clients (internal and external) on the features and benefits of KIS products and services
• Recognize implicitly-stated and explicitly-stated client needs and opportunities to offer additional or enhanced products and services
• Knowledgeably respond to and overcome client objections by offering solutions with options
• Act as peer partner to other Associates including those recently hired into the unit as well as the Retail network
• Display consultative selling skills to build rapport, strengthen and expand Mass Market client relationships
• Perform financial planning and annual financial reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services
• Complete the sale and application processes for products and services
• Recognize and effectively act upon client retention opportunities
• Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate
• Meet and exceed sales, accuracy, and efficiency goals while contributing to the overall sales success of the team, KIS, and KeyBank
• Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
• Work collaboratively in team environment to achieve team, department, and line of business commitments
• Trusted resource and field support for the LRM/SLRMs

• Minimum 3+ years investment sales, retail or telephone sales experience required
• FINRA 7,63, 66 or 65 registrations and applicable Life/Health Insurance license
• Demonstrated success meeting established sales/referral goals and measurements
• Demonstrated success in cross-selling, up-selling and sales referring
• Strong knowledge of financial products and services
• Work experience requiring multi-tasking and attention to detail
• Demonstrated success in problem solving and resolving client issues/concerns
• Ability to work in high pressure environment
• Excellent phone communication skills
• Strong interpersonal and written communication skills
• Computer proficiency with knowledge and experience in Windows environment
• Knowledge of computerized banking systems
• High school diploma or GED equivalency

• Bilingual (Spanish/English)
• Leadership or coaching experience
• Associate’s or Bachelor’s degree in related discipline
• Inbound or outbound call center experience


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.

Skills required

Customer Service
Assist Individual
Telephone Skills
Update Customer Information
Take Customer Order
Utilize Questioning Skill
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Job ID: 34436BR


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Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients’ needs first and take a customized approach to meeting those needs. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

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