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Private Bank Relationship Manager

Company: KeyBank
Location: Yakima
Posted on: October 17, 2020

Job Description:

ABOUT THE JOB (JOB BRIEF): Leads the development and implementation of client strategy and vision by leading the Key Private Bank relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients' financial aspirations and lifetime goals. Becomes the primary client advisor and optimizes client relationships, providing pertinent financial advice to meet client needs by positioning and selling a broad array of appropriate financial products and services. Identifies/refers cross- marketing opportunities to fulfill specialized needs. Develops centers of influence in the market that can be leveraged into profitable relationships. 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. Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. This position collaborates and performs as part of the relationship management team to execute the client strategy. ESSENTIAL JOB FUNCTIONS: The 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 financial wealth management services and products as well as knowledge of competitors and competitive products. - Leads, coordinates, and assembles advisory team based on client needs. Acts as lead and/or client advocate/ representative on assembled team. - Employs and maintains a disciplined approach to prospecting and the client review process using designated tracking tools to document progress on implementation of client strategies. - Builds a prospect referral pipeline by leveraging referrals from internal and external sources. - Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. - Proactively provides client solutions by contacting leads identified in the Desktop. 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 with all \\"focus\\" clients, consistently updates the Desktop with current client data, call summaries, etc. 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. KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled. Employer's Job 43946BR Please visit job URL for more information about this opening and to view EOE statement.

Keywords: KeyBank, Yakima , Private Bank Relationship Manager, Executive , Yakima, Washington

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