Key

Key

Key Private Bank Client Relationship Associate

Tarrytown, NY

Sponsorship not specified$25k-$38kDetected 2 days ago
SalesforceCRMSalesOnboardingCustomer SupportLeadershipCommunicationCollaborationProblem SolvingPublic SpeakingMicrosoft Office

About the role

  • The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service.

Responsibilities

  • Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities.
  • Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
  • Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
  • Works with team to plan and manage client events, attending as needed.
  • Performs other duties as assigned
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Requirements

  • The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization
  • The ability to view problems and challenges as opportunities to grow personally and professionally
  • Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
  • Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
  • Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Nice to have

  • Bachelor's Degree (preferred)

Compensation

  • for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
  • Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.

Benefits

  • Please click here for a list of benefits for which this position is eligible.
  • Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
  • Education Qualifications
  • 3 years related work experience or equivalent combination of work/educational background (required)

Equal opportunity

  • Job Posting Expiration Date: 08/20/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.
Apply directly at Key →Create a free account for alerts like thisView Key immigration profile

This listing is sourced directly from Key's careers page and normalized into a canonical job model.