Key Private Bank Relationship Manager

Location

219 South Main Street, Akron Ohio

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to advise on the client's needs.

The RM serves high‑net‑worth clients in their existing book and collaborates with internal and external partners to acquire new and deepen existing Key Bank client relationships.

• Acts as the primary client advisor by recommending banking, borrowing and investment solutions that help the client achieve their financial goals.
• Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
• Develops a comprehensive understanding of the client's needs through analysis of personal and business financial data gathered via Relationship Reviews, the Customer Relationship Manager (CRM) system and personal meetings, and captures the client's goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals, and/or capturing new business growth.
• Employs and maintains a disciplined approach to prospecting and maintains a 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.
• Develops and maintains an in‑depth knowledge of financial wealth management and brokerage investment advisory services, including competitors and competitive products.
• 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 Key Bank policies and procedures, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

• Bachelor's Degree in a business related field or equivalent work experience (required).

• 5 years of demonstrated sales and business development experience with proven results (required).

• Certified Financial Planner (CFP) (preferred).
• Certified Investment Management Analyst (CIMA) (preferred).
• Chartered Financial Analyst (CFA) (preferred).
• FINRA Series 7 and 66 (or 63 & 65) (required).
• Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required).

• Ability to build trust by taking a client‑centric approach.
• Demonstrated strong or advanced knowledge of investments, 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.
• Proficient in personal computer applications to drive results.

• Collaboration
• Critical Thinking
• Emotional Intelligence
• Empathy
• Influence
• Persuasion
• Resilience

• Business Acumen
• Risk Management

• All Key Bank employees are expected to demonstrate Key's values and sustain proficiency in identified leadership competencies.

• General office duties: prolonged sitting, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks and computer bags up to 10 lbs.

• Occasional travel including overnight stays.

• Ability to routinely and frequently operate a motor…