KeyCorp

Key Private Bank Senior Relationship Manager

South Bend, IN · Senior

Sponsorship not specified$116k-$216kDetected 1 day ago

CRMBusiness DevelopmentCommunicationPublic SpeakingCFA

About the role

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions.

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.

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
Captures the client's goals in a financial plan.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Bachelor's Degree in business related field or equivalent work experience (preferred)
Master's Degree in business related field (preferred)
OR equivalent experience (required)

Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
General Office
Occasional travel to include overnight stay.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Hybrid (Sales)

for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually.

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.

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