Licensed Relationship Manager
Company Name:
Key Bank
About Key:
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $87 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU (800-539-2968); and a website, Key.com, that provides account access and financial products 24 hours a day.
About the Job
The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.
Essential Job Functions
As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team.
Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing).
Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop.
Supports the branch in growing a profitable book of business to achieve individual and team goals.
Provides sales and service assistance to all clients.
Develops and maintains broad knowledge of products and services to appropriately support client needs.
Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction.
Ensures compliance with operational, security and audit procedures and policies.
Participates in and occasionally facilitates daily branch team meetings.
Participates in special projects, sales campaigns and assignments as requested.
Assists with coaching and training tellers and other branch professionals.
Accurately process all financial service transactions.
Identifies and resolves complex client service opportunities.
Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop.
Maintains and calls on a client book of business.
Additional
Responsibilities:
As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures.
Required Qualifications
High School Diploma or equivalent experience
1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources
Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking
Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals
Ability to develop a base of Centers of Influence (COIs)
Demonstrated strong customer service skills
Excellent communication skills and ability to work in a team environment
Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)
Ability to work branch hours to include weekends and occasional evenings
Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls
FINRA Series 6 and 63 investment licenses
State Insurance License
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.
Preferred
Qualifications:
Undergraduate degree in business related field
Possesses a general understanding of operations (risk, compliance, fraud, loss)
Working knowledge of Branch Teller Workstation
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/DisabledEstimated Salary: $20 to $28 per hour based on qualifications.
Key Bank
About Key:
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $87 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU (800-539-2968); and a website, Key.com, that provides account access and financial products 24 hours a day.
About the Job
The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.
Essential Job Functions
As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team.
Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing).
Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop.
Supports the branch in growing a profitable book of business to achieve individual and team goals.
Provides sales and service assistance to all clients.
Develops and maintains broad knowledge of products and services to appropriately support client needs.
Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction.
Ensures compliance with operational, security and audit procedures and policies.
Participates in and occasionally facilitates daily branch team meetings.
Participates in special projects, sales campaigns and assignments as requested.
Assists with coaching and training tellers and other branch professionals.
Accurately process all financial service transactions.
Identifies and resolves complex client service opportunities.
Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop.
Maintains and calls on a client book of business.
Additional
Responsibilities:
As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures.
Required Qualifications
High School Diploma or equivalent experience
1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources
Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking
Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals
Ability to develop a base of Centers of Influence (COIs)
Demonstrated strong customer service skills
Excellent communication skills and ability to work in a team environment
Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)
Ability to work branch hours to include weekends and occasional evenings
Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls
FINRA Series 6 and 63 investment licenses
State Insurance License
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.
Preferred
Qualifications:
Undergraduate degree in business related field
Possesses a general understanding of operations (risk, compliance, fraud, loss)
Working knowledge of Branch Teller Workstation
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/DisabledEstimated Salary: $20 to $28 per hour based on qualifications.
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