Key Private Bank Relationship Manager

Location :

130 W 2nd Street Suite 1950 Dayton Ohio

Job Summary

Key Private Bank (KPB) is dedicated to serving our clients financial needs through expert advice and personalized banking borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the clients financial goals and by coordinating with the extended KPB relationship team to execute and advise on the clients needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Responsibilities

• Acts as the primary client advisor by recommending banking borrowing and investment solutions that will help the client achieve their financial goals. Leads coordinates and assembles the extended advisory team including trust investment and planning strategists based on complexity of the relationship.
• Develops a comprehensive understanding of the clients needs based on the review and analysis of personal and business financial data gathered through Relationship Reviews the Customer Relationship Manager (CRM) system and personal meetings. Captures the clients goals in a financial plan.
• Prepares and delivers client presentations individually and as part of a team presenting appropriate financial solutions via consultative review and proactive regular contact.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships closing referrals and / or capturing new business growth.
• Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
• Actively participates in Community organizations to source business development opportunities and demonstrate Keys commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
• Performs other duties as assigned; duties responsibilities and / or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.

Education Qualifications

Experience Qualifications

Licenses and Certifications

Tactical Skills

Personal Skills

Practical Skills

Core Competencies

Physical Demands

Travel

Driving Requirements

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $94000.00 - $175000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date : 01 / 02 / 2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information pregnancy disability veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

# LI-Remote

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 94000 - 175000