YakimaRecruiter Since 2001
the smart solution for Yakima jobs

Private Bank Relationship Manager

Company: KeyBank
Location: Yakima
Posted on: January 13, 2021

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.- 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.- Presents at seminars internally for Key as well as for external organizations.Follow- Up- Maintains ongoing contact with new clients to ensure a consistently positive experience with Key.- Aggressively grows and maintains a high net worth profitable book of business by successfully closing and maintaining deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals.- Maintains all banking products, including credit while mitigating risk.Sales- This position is responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth.REQUIRED QUALIFICATIONS:- Five plus years of demonstrated sales and business development experience with proven results.- Demonstrated strong or advanced knowledge of Invesments, Trust and Credit; ability to consult and prioritize client needs.- Demonstrated in depth 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.- Undergraduate degree in business related field or equivalent work experience.- Proficient in personal computer applications to drive results.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.FLSA STATUS: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.

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Financial Services Professional (management fast track- MBA required)
Description: DESCRIPTIONAt New York Life Insurance Company, we're dedicated to prudent financial management and impeccable service.We're looking for leadership-oriented individuals to join our Fast Track Management (more...)
Company: New York Life
Location: Yakima
Posted on: 01/26/2021

Manager in Training
Description: Retail PositionJob Title:Manager in TrainingReports to:District ManagerPosition Type:Full-timeFLSA Status:HourlyJob DescriptionJob Purpose:The Manager in Training position is responsible to train in multiple (more...)
Company: Jacksons Food Stores
Location: Kent
Posted on: 01/27/2021

Shift Manager
Description: Arby's believes in the importance of flexibility for employers and employees alike, and we believe that our employees are our greatest asset. We treat our people with respect and honesty and are committed (more...)
Company: Arby's
Location: Kent
Posted on: 01/26/2021


National Accounts Manager - Virtual
Description: The National Accounts Manager champions the firms position as a leading provider of staffing solutions across all major industries. This position is charged to plan and execute account management and (more...)
Company: PeopleReady
Location: Federal Way
Posted on: 01/26/2021

Medical Director
Description: Description VCA Animal Hospitals operates more than 1,000 small animal veterinary hospitals in the U.S., Canada and Japan. The hospitals are staffed by more than 4,500 fully qualified, dedicated and (more...)
Company: The American College of Radiation Oncology
Location: Kent
Posted on: 01/26/2021

Quality and Inventory Control Manager
Description: Harbor FoodService Job ID: 2020-6777Location: US-WA-KentWorking Hours: Full Time Exempt Overview Responsible for the management of the Quality and Inventory processes, collaborating across departments, (more...)
Company: Harbor Food Service
Location: Kent
Posted on: 01/26/2021

Site Lead / Project Manager
Description: Site Lead / Project ManagerOffice LocationKennewick, WADisciplineProject ManagementEmployment TypeFull-Time ENERCON is a multi-disciplinary engineering and environmental services firm dedicated to driving (more...)
Company: Enercon Services Inc
Location: Kennewick
Posted on: 01/26/2021

General Manager in Training - Retail
Description: Req ID: 174523 Address: 1512 Hwy 97 Ellensburg , WA , 98926 Operations ManagerWorking at Love---s as an Operations Manager is a very different job. We work hard for our customers and our teams. As a manager (more...)
Company: Loves Travel Stops & Country Store
Location: Ellensburg
Posted on: 01/27/2021

Security Operations Manager
Description: Security Operations Manager WD30103382308 What you will do A Johnson Controls Security Operations Manager will be responsible for the assignment and coordination of people and materials necessary for (more...)
Company: Johnson Controls Inc.
Location: Kent
Posted on: 01/26/2021

Branch Manager
Description: Do you have experience working in a fast-paced, customer-focused environment Are you focused on achieving goals and have you mentored and trained teams If so, Mariner Finance has an amazing opportunity (more...)
Company: Mariner Finance
Location: Federal Way
Posted on: 01/26/2021

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Yakima RSS job feeds