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Licensed Relationship Manager-University Heights

Posted 9/13/2017

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Job Description


At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big.

As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive landscape and leverages that knowledge to better serve the clients. Meets or exceeds established Teamwork & Accountability and individual and branch production goals with a strong focus on investments and insurance. Fully participates in branch activity as directed by the Branch Manager.

ESSENTIAL JOB FUNCTIONS

The role of the Licensed Relationship Manager (LRM) is to develop new and expand existing client relationships by consistently delivering solutions that meet the financial wellness needs of Key clients. The LRM is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework which includes: Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up. LRMs are also responsible for creating a positive client experience and helping clients achieve confidence in the management of their finances. LRMs and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key

Primary LRM Functions

The Select Licensed Relationship Manager performs same core functions with access to more products and service offerings for clients

REQUIRED QUALIFICATIONS


* 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).

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). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

PREFERRED QUALIFICATIONS




ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Non-Exempt

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.



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Job Snapshot

Employee Type:
Full-Time

Experience:
Not Specified

Date Posted:
9/13/2017

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