An Official Site of
Ohio.gov Logo
Skip to Main Content
For Job Seekers
Find a Job
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning for College
Resources
Practice Your Skills
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Login or Sign Up
[Headline] Top tools
[Headline] Featured Resources
Resources For Employers
Resources For Employers
Hire a Veteran
Hiring People with Disabilities
Hiring Restored Citizens
Sponsor an Apprentice Program
Tax Benefits of Hiring from Target Groups
Ohio Business Gateway
Find Highly Skilled Employees
Get Workforce Data
Recruitment and Training Programs
BWC Information for Employers
Foreign Labor Certification
For Students
Explore Careers
Explore Careers
[Headline] Top Tools
[Headline] Featured Resources
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
K - 5th Grades
K - 5th Grades
[Headline] Top tools
[Headline] Featured Resources
[Headline] CTA
Career Awareness Learning Games
Career Awareness Videos
6th - 8th Grades
6th - 8th Grades
[Headline] Top Tools
[Headline] Featured Resources
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
9th - 12th Grades
9th - 12th Grades
[Headline] Top Tools
Self Exploration
Career Exploration and Planning
Staff & Professionals
Staff & Professionals
[Headline] Top tools
[Headline] Featured Resources
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
News
All New Look for OMJ
Events
Events
Contact Us
Contact Us
[Side Bar Text] Contact Information
[Side Bar Text] Live Chat
[Link] Live Chat
Contact Instruction
[AuthTemplate:Form] OMJ Contact Form
Ohio Means Jobs | Ohio.gov
Label Translations
[Headline] Top tools
[Headline] Featured Resources
[LINK] View More Resouces
[LINK] Signup
Live Chat
Site Search
My Profile
Menu
Close
Live Chat
Search
Contact
Home
Search
Close
Search in our portal
Search
Home
Home
For Job Seekers
Find a Job
Build Your Career
Practice Your Skills
Learn About Benefits
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning For College
Resources
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Resources For Employers
For Students
Explore Careers
K - 5th Grades
6th - 8th Grades
9th - 12th Grades
Staff & Professionals
CTAs
CTAs
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
CTAs
Career Awareness Learning Games
Career Awareness Videos
Resources (Temporary)
CTAs
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
CTAs
Self Exploration
Career Exploration and Planning
CTAs
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
Events
Contact Us
Help Center
Your Profile
Finding a Job
Your Benefits
Education
Common Questions
Long Text Translations
Search
Search Jobs
Search WorkKeys
®
Enter Job Title
Enter Keywords
in
Enter Job Location
Enter State
State
AL
AK
AZ
AR
AS
CA
CO
CT
DE
DC
FL
GA
GU
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
FM
MP
Search Jobs
Search WorkKeys
®
Key Private Bank Client Relationship Associate Job in Westlake, Ohio US
KeyBank NA
Job Summary
Company
KeyBank NA
Location
Westlake, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Job Reference Code
79053906
Key Private Bank Client Relationship Associate
About the Job
Location:
166 Crocker Park Boulevard - Westlake, Ohio 44145
Job Summary
The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Responsibilities
Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods.
Follows up after client meetings on takeaways and next steps.
Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
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.
Coordinate officer transitions when team members transition on or off the KPB sales team.
Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
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).
Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
Works with team to plan and manage client events, attending as needed.
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
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Experience Qualifications
3+ years related work experience or equivalent combination of work/educational background (required)
Tactical Skills
General knowledge of financial services and wealth management.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases, and systems.
Proficient in all Microsoft Office Applications.
Personal Skills
Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
Digital Awareness: The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization
Empathy: Discusses others' point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns
Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving
Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally
Practical Skills
Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - 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.
Job Posting Expiration Date: 05/27/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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 .
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.
Apply
Job Tools
Save
Email
Share
Report this job
More jobs
All KeyBank NA jobs
View similar jobs
All Westlake, OH jobs
Browse all jobs
Apply