KeyPrivate Bank Relationship Associate I, II or III in Pittsburgh, PA at Key Bank- Corporate

Date Posted: 4/5/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    11 Stanwix Street
    Pittsburgh, PA
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    4/5/2018
  • Job ID:
    28102BR

Job Description

This position can be filled with either with a KPB Associate I, II or III depending on selected candidate’s qualifications:

ABOUT THE JOB (JOB BRIEF)
Provide relationship management sales support to enable assigned Relationship Manager(s) to maximize sales production and deliver superior customer service. Provide administrative, operational and documentation support to assigned Relationship Manager(s). Identify and capitalize on opportunities to expand and retain client relationships. Support credit portfolio quality and maintain client files and records. Support organization of sales team members and assist Relationship Manager(s) and Market Managers as required, throughout each step of the Key Private Bank sales process.

ESSENTIAL JOB FUNCTIONS
Build and maintain client relationships; Provide support to assigned Relationship Managers and their clients; Actively participate in sales activities; Operational and Compliance activities

REQUIRED QUALIFICATIONS
Relationship Associate I
  • Undergraduate degree in business or equivalent combination of education and experience.
  • Minimum of 1-2 years of client contact and administrative experience, preferably in financial services.
  • General knowledge of financial products and services, including banking, trust and investments.
  • Demonstrated proficiency and effectiveness in customer service, communications (including written communications), problem solving and organizational skills (including attention to detail).
  • Ability to conduct research and resolve issues.
  • Interpersonal savvy and the ability to interact effectively in a team environment.
  • Ability to learn and use proprietary software databases and systems.
  • Proficiency in Microsoft Office applications, including Word, Excel and PowerPoint.
Relationship Associate II
  • Undergraduate degree in business or equivalent combination of education and experience. Minimum of 2-3 years of client contact and administrative experience, preferably in financial services.
  • General knowledge of credit underwriting and documentation requirements.
  • Fundamental knowledge of financial products and services, including banking, trust and investments.
  • Familiarity with the forms of business ownership and an understanding of the legalities related to the various banking accounts.
  • Demonstrated proficiency and effectiveness in customer service, communications (including written communications), problem solving and organizational skills (including attention to detail).
  • Ability to conduct research and resolve highly complex issues.
  • Ability to work with some degree of limited direction and manage competing priorities.
  • Interpersonal savvy and the ability to interact effectively in a team environment.
  • Ability to learn and use proprietary software databases and systems.
  • Proficiency in Microsoft Office applications, including Word, Excel and PowerPoint.
Relationship Associate III
  • Undergraduate degree in business or equivalent combination of education and experience.
  • Minimum of 4-5 years of client contact and administrative experience, preferably in financial services.
  • General knowledge of credit underwriting and documentation requirements.
  • Fundamental knowledge of financial products and services, including banking, trust and investments. Expertise in one of more of these areas.
  • Familiarity with the forms of business ownership and an understanding of the legalities related to the various banking accounts.
  • Demonstrated proficiency and effectiveness in customer service, communications (including written communications), problem solving and organizational skills (including attention to detail).
  • Ability to conduct research and resolve highly complex issues.
  • Ability to work, make decisions and manage client relationships independently while manage competing priorities.
  • General knowledge of credit underwriting and documentation requirements.
  • Ability to maintain all servicing aspects of the client relationship
  • Interpersonal savvy and the ability to interact effectively in a team environment.
  • Ability to learn and use proprietary software databases and systems.
  • Proficiency in Microsoft Office applications, including Word, Excel and PowerPoint.
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).


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.

JobID: 28102BR