Key Private Bank Team Lead Associate

• Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence and adherence to all procedural and compliance responsibilities.

• Supports the KPB Sales Leader (SL) in assigned tasks as well as the needs of the sales team.

• Associate Team Lead works closely with SL to drive operational effectiveness and client experience outcomes in support of managing client relationships and sales support delivery.

• Develops their team to deliver consistent and high caliber results in client experience, service and sales support and change management.

• Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience and Strategist Associates, and Client Relationship Specialist), Wealth Services and centralized support teams.

• Provide training and coaching to all associates in assigned markets.

• Ensure effective utilization of staff, by hiring, onboarding, and recruiting.

• Proactively identifies and champions the resolution of client service issues (internal and external).

• Bachelor’s degree or equivalent experience
• A minimum of five years related work experience or equivalent combination of work/educational background
• In-depth knowledge of financial products and services
• Displays strong credit and fiduciary acumen
• 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.
• Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
• Ability to interact effectively and collaboratively in a team environment.
• Ability to work, make decisions and manage client relationships independently while managing competing priorities.
• Ability to multi-task, quickly change direction and have an independent work ethic.
• Ability to exercise discretion due to accessing and handling highly sensitive information.
• Demonstrated attention to detail.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in all Microsoft Office Applications
• Understanding and adherence to bank’s Bank Secrecy Act (BSA) and Anti-Money Laundering (AML)
• Strong grasp of applicable federal, state and compliance regulations.

Demonstrates expertise in client service, operational excellence, and team leadership within the financial services sector. Proficient in managing client relationships, compliance regulations, and training associates to achieve high-quality service outcomes.

• Client Service Skills
• Financial Products Knowledge
• Organizational Skills
• Team Collaboration
• Compliance Regulations

• Client Relationship Management
• Problem Resolution
• Attention to Detail
• Proprietary Software Proficiency
• Microsoft Office Proficiency

• Communication Skills
• Independent Work Ethic
• Multi-tasking Ability
• Decision-Making
• Collaboration

• Bank Secrecy Act (BSA)
• Anti-Money Laundering (AML)
• Fiduciary Acumen
• Sales Support
• Operational Effectiveness