Associate Relationship Manager in Akron, OH at Key Bank- Corporate

Date Posted: 7/3/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    219 South Main Street
    Akron, OH
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    7/3/2018

Job Description

JOB BRIEF (PURPOSE)

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.

ESSENTIAL JOB FUNCTIONS

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.

Presentation
  • 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.

Administration
  • 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.

REQUIRED QUALIFICATIONS

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

PREFERRED QUALIFICATIONS

  • 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.



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: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.

JobID: 30198BR

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