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Associate Relationship Mgr - Private Bank in Albany, NY at Key Bank- Corporate

Date Posted: 2/28/2019

Job Snapshot

  • Employee Type:
  • Location:
    Albany, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

The KPB Associate Relationship Manager (ARM) is a development role designed to service and expand existing and new KPB client relationships. The Associate RM will be responsible for building relationships with clients based upon knowledgeable advice that is aligned to the clients’ financial issues, advocating solutions that lead to the attainment of the clients’ financial aspirations and goals. Incumbents in the role will develop sales process skills and techniques in order to develop and retain new business. The ARM develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. The associate RM is on a three year production ramp with full goal allocation at the end of year three. The production ramp is as follows: Year 1 – no goal, Year 2 – 45% goal, Year 3 – 75% goal.

The Associate Relationship Manager will be responsible for functions that align with the wealth sales process in daily work to create a constructive client experience. This includes:

Opportunity Management

• Maintains and expands current client relationships.

• Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.

• Leads and/or coordinates advisory team based on client needs. Acts as lead and/or client advocate/ representative on assembled team.

• Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.

• Identify opportunities to retain and expand relationships. Gather information from the client and consult with appropriate team members to recommend product solutions.

• Participates in Community organizations to demonstrate Key’s commitment to the local community.

Needs Assessment

• Develops a comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings.

• Determines client needs and opportunities using the 13 wealth issues approach.

• Delivers distinctive service by completing annual relationship reviews consistently updates the Desktop with current client data, call summaries, etc.

• Brings other relationship management team partners to the table to deepen the relationship based upon need and assessment.


• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.

• Promotes and cross-markets products and services to clients by keeping clients informed of products and services.

• Actively listens to concerns, presents a clear concise picture and provides the client with targeted solutions to close the sale.


• Handle and resolve routine requests.

• Generate new account documentation, and coordinate and prepare loan documents, including the initiation of CWA credit write-ups, collaborating with the Market Sales Leader on complex or challenging situations.

• Ensure new accounts and services are set up and properly coded consistent with client objectives.

• Participate in special projects as requested.

Risk Management

• Understand KPB Risk Policies and Procedures and adheres to them.

• Develops knowledge of Fiduciary regulations, Investment Policy and Credit Policy & Guidelines to help direct conversations and provide insight on proposed client solutions.

• Work with clients to ensure timely collection of financial statements and other documents as required.


• Bachelor’s Degree, preferably in Business or a Business related discipline

• Minimum 3-5 years of financial services related experience.

• Excellent client relationship and superior partnering skills.

• Deep knowledge of financial products and banking regulations

• Established excellent written and verbal communication skills.

• Proficient in personal computer applications to drive results

Employees in this job 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.


• Experience in working with High Net Worth individuals and their financial issues.

• Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service.

• Sales or customer service experience.


Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect.

Strategic Agility - Sees ahead clearly; can anticipate future consequences and trends accurately’ has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.

Command Skills - Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn’t afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges.

Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.

Building Effective Teams - Blends people into teams when needed; creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; creates a feeling of belonging in the team.

Measuring and Managing Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress and results; designs feedback loops into work.


• PC (MS Windows and Office Products), Client Experience Desktop


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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