Key Private Bank Client Relationship Associate - Careers at KeyBank
KeyBank
Key Private Bank Client Relationship Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative financial solutions in wealth management, banking, and lending. With a strong presence in Dayton, Ohio, Key Private Bank (KPB) delivers personalized service to high-net-worth clients. Join our dynamic team at 130 W 2nd Street, Suite 1950, and advance your career in private banking.
Position Summary
The Key Private Bank Client Relationship Associate (CRA) plays a vital role in supporting Relationship Managers to manage client portfolios, drive growth, and deliver exceptional service. This full-time, mid-level position in Dayton, OH, offers a competitive salary range of $52,000 - $79,999 annually (converted from $25.00 - $38.46/hour). Ideal for professionals with 3+ years in financial services seeking to excel in client relationship management and wealth management careers.
Key Responsibilities
- Develop sales presentations, annual wealth reviews, and client meeting materials.
- Schedule meetings, own post-meeting follow-ups, and contribute to team huddles.
- Lead new client onboarding, deposit account openings, and lending operations support.
- Maintain Salesforce CRM for data accuracy and support revenue growth opportunities.
- Execute client contact strategies, educate on digital tools, and plan client events.
- Proactively identify process improvements and escalate client issues.
Required Qualifications
- Bachelor's Degree or equivalent experience (preferred).
- 3+ years of related work experience in financial services.
- Knowledge of wealth management and proficiency in Microsoft Office.
- Excellent client service, communication, and problem-solving skills.
- Ability to learn proprietary systems and handle sensitive information discreetly.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, client focus, and professional growth. Enjoy comprehensive benefits, ongoing training in Salesforce and wealth management tools, and opportunities to advance in private banking. Be part of a team dedicated to ethical practices and client success in Dayton's vibrant financial sector. Apply now for KeyBank careers in banking jobs, wealth management roles, and client relationship positions.
Locations
- Dayton, Ohio, United States
Salary
52,000 - 79,999 USD / yearly
52,000 - 79,999 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client service and relationship managementintermediate
- Salesforce CRM proficiencyintermediate
- Microsoft Office proficiencyintermediate
- Financial services and wealth management knowledgeintermediate
- Problem resolution and communication skillsintermediate
Required Qualifications
- Bachelor's Degree or equivalent experience (preferred) (experience)
- Minimum of 3 years related work experience or equivalent (experience)
- Ability to handle sensitive information with discretion (experience)
- Proficiency in proprietary software and databases (experience)
- Strong verbal, written, and phone communication skills (experience)
Responsibilities
- Prepare sales presentations, annual wealth reviews, and client meeting materials
- Coordinate client onboarding, deposit accounts, and lending operations
- Maintain and update Salesforce CRM system
- Support proactive client outreach and relationship expansion
- Manage follow-ups, scheduling, and client events
Benefits
- general: Competitive salary and comprehensive benefits package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Career growth in wealth management
- general: Supportive work culture at KeyBank
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Client Relationship Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Client Relationship Associate - Careers at KeyBank
KeyBank
Key Private Bank Client Relationship Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative financial solutions in wealth management, banking, and lending. With a strong presence in Dayton, Ohio, Key Private Bank (KPB) delivers personalized service to high-net-worth clients. Join our dynamic team at 130 W 2nd Street, Suite 1950, and advance your career in private banking.
Position Summary
The Key Private Bank Client Relationship Associate (CRA) plays a vital role in supporting Relationship Managers to manage client portfolios, drive growth, and deliver exceptional service. This full-time, mid-level position in Dayton, OH, offers a competitive salary range of $52,000 - $79,999 annually (converted from $25.00 - $38.46/hour). Ideal for professionals with 3+ years in financial services seeking to excel in client relationship management and wealth management careers.
Key Responsibilities
- Develop sales presentations, annual wealth reviews, and client meeting materials.
- Schedule meetings, own post-meeting follow-ups, and contribute to team huddles.
- Lead new client onboarding, deposit account openings, and lending operations support.
- Maintain Salesforce CRM for data accuracy and support revenue growth opportunities.
- Execute client contact strategies, educate on digital tools, and plan client events.
- Proactively identify process improvements and escalate client issues.
Required Qualifications
- Bachelor's Degree or equivalent experience (preferred).
- 3+ years of related work experience in financial services.
- Knowledge of wealth management and proficiency in Microsoft Office.
- Excellent client service, communication, and problem-solving skills.
- Ability to learn proprietary systems and handle sensitive information discreetly.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, client focus, and professional growth. Enjoy comprehensive benefits, ongoing training in Salesforce and wealth management tools, and opportunities to advance in private banking. Be part of a team dedicated to ethical practices and client success in Dayton's vibrant financial sector. Apply now for KeyBank careers in banking jobs, wealth management roles, and client relationship positions.
Locations
- Dayton, Ohio, United States
Salary
52,000 - 79,999 USD / yearly
52,000 - 79,999 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client service and relationship managementintermediate
- Salesforce CRM proficiencyintermediate
- Microsoft Office proficiencyintermediate
- Financial services and wealth management knowledgeintermediate
- Problem resolution and communication skillsintermediate
Required Qualifications
- Bachelor's Degree or equivalent experience (preferred) (experience)
- Minimum of 3 years related work experience or equivalent (experience)
- Ability to handle sensitive information with discretion (experience)
- Proficiency in proprietary software and databases (experience)
- Strong verbal, written, and phone communication skills (experience)
Responsibilities
- Prepare sales presentations, annual wealth reviews, and client meeting materials
- Coordinate client onboarding, deposit accounts, and lending operations
- Maintain and update Salesforce CRM system
- Support proactive client outreach and relationship expansion
- Manage follow-ups, scheduling, and client events
Benefits
- general: Competitive salary and comprehensive benefits package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Career growth in wealth management
- general: Supportive work culture at KeyBank
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Client Relationship Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs