Key Private Bank Client Service Associate - Careers at KeyBank
KeyBank
Key Private Bank Client Service Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients and communities through innovative financial solutions. With a focus on high-net-worth individuals, Key Private Bank delivers personalized wealth management, trust services, and banking expertise. Join our dynamic team in South Bend, Indiana, and contribute to exceptional client experiences that drive growth and satisfaction.
Position Summary
The Key Private Bank Client Service Associate (CSA) plays a pivotal role in a centralized task queue environment, supporting regional sales teams. This mid-level position ensures seamless completion of client transactions, product delivery, and problem resolution for high-net-worth clients. By providing efficient service, you'll help grow and retain relationships, boosting client satisfaction and Net Promoter Scores. Located at 202 S Michigan Street, this full-time role offers a salary range of $25.00 - $38.46 per hour (approximately $52,000 - $80,000 annually).
Key Responsibilities
- Process tasks in shared work queues across markets to support Key Private Bank sales and client experience delivery.
- Deliver first-resolution service for high-net-worth client needs in deposits, loans, investments, and trusts.
- Adhere to authentication protocols, identify fraud red flags, and escalate as required.
- Collaborate with Relationship Managers, CSAs, and specialists for optimal client support.
- Maintain detailed Salesforce documentation and communicate status updates to field teams.
- Spot opportunities for relationship expansion and consult with KPB Officers.
Required Qualifications
- Associate's degree or equivalent experience preferred; minimum 3 years in related financial services role required.
- Strong knowledge of banking, trust, and investment products.
- Excellent client service, communication, and problem-solving skills.
- Proficiency in Microsoft Office, Salesforce, and proprietary systems.
- Discretion with sensitive data and ability to detect financial risks.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment fostering professional growth and work-life balance. Enjoy competitive compensation, comprehensive benefits, and the chance to advance in private banking. Be part of a team dedicated to ethical practices, client success, and community impact. Apply now for Key Private Bank Client Service Associate jobs in South Bend, IN, and elevate your career in banking and wealth management.
Locations
- South Bend, Indiana, United States
Salary
52,000 - 79,997 USD / yearly
52,000 - 79,997 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
- Financial products knowledge (banking, trust, investments)intermediate
- Proficiency in Microsoft Office and CRM systems (Salesforce)intermediate
- Problem resolution and first-call resolutionintermediate
- Fraud detection and client authenticationintermediate
- Verbal, phone, and written communicationintermediate
Required Qualifications
- Associate's degree or equivalent work experience (preferred) (experience)
- Minimum 3 years related work experience or equivalent (experience)
- General knowledge of financial products and services (experience)
- Ability to handle sensitive information with discretion (experience)
- Proficiency in proprietary software and databases (experience)
Responsibilities
- Complete tasks in centralized work queue to support sales teams
- Service high-net-worth client accounts and resolve issues promptly
- Maintain proficiency in deposit, loan, investment, and trust account processes
- Follow authentication procedures and escalate fraud risks
- Communicate with field teams and document in Salesforce
- Identify opportunities to retain and expand client relationships
Benefits
- general: Competitive hourly pay range
- general: Comprehensive KeyBank benefits package
- general: Professional development opportunities
- general: Supportive team environment
- general: Career growth in private banking
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Client Service Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Client Service Associate - Careers at KeyBank
KeyBank
Key Private Bank Client Service Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients and communities through innovative financial solutions. With a focus on high-net-worth individuals, Key Private Bank delivers personalized wealth management, trust services, and banking expertise. Join our dynamic team in South Bend, Indiana, and contribute to exceptional client experiences that drive growth and satisfaction.
Position Summary
The Key Private Bank Client Service Associate (CSA) plays a pivotal role in a centralized task queue environment, supporting regional sales teams. This mid-level position ensures seamless completion of client transactions, product delivery, and problem resolution for high-net-worth clients. By providing efficient service, you'll help grow and retain relationships, boosting client satisfaction and Net Promoter Scores. Located at 202 S Michigan Street, this full-time role offers a salary range of $25.00 - $38.46 per hour (approximately $52,000 - $80,000 annually).
Key Responsibilities
- Process tasks in shared work queues across markets to support Key Private Bank sales and client experience delivery.
- Deliver first-resolution service for high-net-worth client needs in deposits, loans, investments, and trusts.
- Adhere to authentication protocols, identify fraud red flags, and escalate as required.
- Collaborate with Relationship Managers, CSAs, and specialists for optimal client support.
- Maintain detailed Salesforce documentation and communicate status updates to field teams.
- Spot opportunities for relationship expansion and consult with KPB Officers.
Required Qualifications
- Associate's degree or equivalent experience preferred; minimum 3 years in related financial services role required.
- Strong knowledge of banking, trust, and investment products.
- Excellent client service, communication, and problem-solving skills.
- Proficiency in Microsoft Office, Salesforce, and proprietary systems.
- Discretion with sensitive data and ability to detect financial risks.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment fostering professional growth and work-life balance. Enjoy competitive compensation, comprehensive benefits, and the chance to advance in private banking. Be part of a team dedicated to ethical practices, client success, and community impact. Apply now for Key Private Bank Client Service Associate jobs in South Bend, IN, and elevate your career in banking and wealth management.
Locations
- South Bend, Indiana, United States
Salary
52,000 - 79,997 USD / yearly
52,000 - 79,997 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
- Financial products knowledge (banking, trust, investments)intermediate
- Proficiency in Microsoft Office and CRM systems (Salesforce)intermediate
- Problem resolution and first-call resolutionintermediate
- Fraud detection and client authenticationintermediate
- Verbal, phone, and written communicationintermediate
Required Qualifications
- Associate's degree or equivalent work experience (preferred) (experience)
- Minimum 3 years related work experience or equivalent (experience)
- General knowledge of financial products and services (experience)
- Ability to handle sensitive information with discretion (experience)
- Proficiency in proprietary software and databases (experience)
Responsibilities
- Complete tasks in centralized work queue to support sales teams
- Service high-net-worth client accounts and resolve issues promptly
- Maintain proficiency in deposit, loan, investment, and trust account processes
- Follow authentication procedures and escalate fraud risks
- Communicate with field teams and document in Salesforce
- Identify opportunities to retain and expand client relationships
Benefits
- general: Competitive hourly pay range
- general: Comprehensive KeyBank benefits package
- general: Professional development opportunities
- general: Supportive team environment
- general: Career growth in private banking
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Client Service Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs