Key Private Bank Associate Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Associate Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert advice in banking, borrowing, and investments. Join our team at our Tarrytown, NY location and be part of a dynamic organization dedicated to client success and community impact.
Position Summary
The Key Private Bank Associate Relationship Manager (ARM) plays a pivotal role in managing and growing relationships with high-net-worth clients. Based at 660 White Plains Road in Tarrytown, New York, this hybrid sales role involves partnering with experienced Relationship Managers to deliver tailored financial strategies, achieve sales goals, and provide exceptional client service. Ideal for professionals with financial services experience seeking to advance in private banking.
Key Responsibilities
- Identify and pursue opportunities to retain, expand, and acquire client relationships by recommending banking, borrowing, and investment solutions.
- Coordinate with advisory teams, acting as client advocate, and escalate to Market Leaders when needed.
- Analyze client financial data to develop comprehensive financial plans aligned with goals.
- Maintain disciplined client review processes using CRM tools to track strategy implementation.
- Deliver consultative presentations and proactive outreach to meet sales targets.
- Engage in community activities to strengthen KeyBank's local presence.
- Stay knowledgeable on wealth management products, competitors, and regulations.
Required Qualifications
- 3+ years of financial services experience required; Bachelor's degree in business preferred or equivalent.
- Preferred FINRA licenses: S7, S66 (or S63 + S65).
- Proven client relationship skills, sales experience, and knowledge of financial products.
- Ability to drive, occasional travel, and hybrid office work with physical demands of prolonged sitting and PC use.
Compensation: Base salary $79,000 - $146,000 annually, based on experience and location.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with hybrid flexibility, competitive pay, and growth opportunities in private banking. Demonstrate Key’s Values, abide by our Code of Conduct, and contribute to exceptional client experiences. Apply now for banking jobs in Tarrytown, NY, and elevate your career with KeyBank careers in financial services.
Locations
- Tarrytown, New York, United States
Salary
79,000 - 146,000 USD / yearly
79,000 - 146,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Excellent client relationship managementintermediate
- Superior partnering skillsintermediate
- Deep knowledge of financial products and banking regulationsintermediate
- Excellent written and verbal communicationintermediate
- Sales and customer service experienceintermediate
Required Qualifications
- Bachelor's Degree in business-related field (preferred) or equivalent experience (required) (experience)
- 3 years of financial services-related experience (required) (experience)
- FINRA License S7 (preferred) (experience)
- FINRA License S66 (preferred) or S63 and S65 (preferred) (experience)
- Experience with high-net-worth individuals (preferred) (experience)
Responsibilities
- Identify opportunities to retain, expand, and acquire client relationships
- Engage and coordinate extended advisory team based on client needs
- Develop comprehensive understanding of clients’ financial needs and goals
- Meet or exceed individual sales goals through relationship expansion
- Prepare and deliver client presentations on financial solutions
- Participate in community organizations to demonstrate Key’s commitment
Benefits
- general: Competitive base salary range of $79,000 - $146,000 annually
- general: Comprehensive benefits package
- general: Hybrid work arrangement (Sales)
- general: Opportunities for professional growth in private banking
- general: Supportive team environment with experienced Relationship Managers
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Associate Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Associate Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Associate Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert advice in banking, borrowing, and investments. Join our team at our Tarrytown, NY location and be part of a dynamic organization dedicated to client success and community impact.
Position Summary
The Key Private Bank Associate Relationship Manager (ARM) plays a pivotal role in managing and growing relationships with high-net-worth clients. Based at 660 White Plains Road in Tarrytown, New York, this hybrid sales role involves partnering with experienced Relationship Managers to deliver tailored financial strategies, achieve sales goals, and provide exceptional client service. Ideal for professionals with financial services experience seeking to advance in private banking.
Key Responsibilities
- Identify and pursue opportunities to retain, expand, and acquire client relationships by recommending banking, borrowing, and investment solutions.
- Coordinate with advisory teams, acting as client advocate, and escalate to Market Leaders when needed.
- Analyze client financial data to develop comprehensive financial plans aligned with goals.
- Maintain disciplined client review processes using CRM tools to track strategy implementation.
- Deliver consultative presentations and proactive outreach to meet sales targets.
- Engage in community activities to strengthen KeyBank's local presence.
- Stay knowledgeable on wealth management products, competitors, and regulations.
Required Qualifications
- 3+ years of financial services experience required; Bachelor's degree in business preferred or equivalent.
- Preferred FINRA licenses: S7, S66 (or S63 + S65).
- Proven client relationship skills, sales experience, and knowledge of financial products.
- Ability to drive, occasional travel, and hybrid office work with physical demands of prolonged sitting and PC use.
Compensation: Base salary $79,000 - $146,000 annually, based on experience and location.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with hybrid flexibility, competitive pay, and growth opportunities in private banking. Demonstrate Key’s Values, abide by our Code of Conduct, and contribute to exceptional client experiences. Apply now for banking jobs in Tarrytown, NY, and elevate your career with KeyBank careers in financial services.
Locations
- Tarrytown, New York, United States
Salary
79,000 - 146,000 USD / yearly
79,000 - 146,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Excellent client relationship managementintermediate
- Superior partnering skillsintermediate
- Deep knowledge of financial products and banking regulationsintermediate
- Excellent written and verbal communicationintermediate
- Sales and customer service experienceintermediate
Required Qualifications
- Bachelor's Degree in business-related field (preferred) or equivalent experience (required) (experience)
- 3 years of financial services-related experience (required) (experience)
- FINRA License S7 (preferred) (experience)
- FINRA License S66 (preferred) or S63 and S65 (preferred) (experience)
- Experience with high-net-worth individuals (preferred) (experience)
Responsibilities
- Identify opportunities to retain, expand, and acquire client relationships
- Engage and coordinate extended advisory team based on client needs
- Develop comprehensive understanding of clients’ financial needs and goals
- Meet or exceed individual sales goals through relationship expansion
- Prepare and deliver client presentations on financial solutions
- Participate in community organizations to demonstrate Key’s commitment
Benefits
- general: Competitive base salary range of $79,000 - $146,000 annually
- general: Comprehensive benefits package
- general: Hybrid work arrangement (Sales)
- general: Opportunities for professional growth in private banking
- general: Supportive team environment with experienced Relationship Managers
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Associate Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs