New Job Key Private Bank Client Relationship Associate In Ohio

30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Summary
The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.

Responsibilities

• prepare and participate in the development of sales presentations, annual profit review, and other materials for client meetings.
• Internal and external meetings (pre/post call team meetings and client meetings) schedule, and attend and contribute to market huddles/pods.
• After client meetings, follow up on takeaways and follow up steps.
• Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
• Coordinates the new client onboarding process, including adding new clients to the Wealth Direction (WD) and providing client and advisor support in leveraging the WD in client activities.
• Coordinate officer transitions when team members transition on or off the KPB sales team.
• Salesforce's Customer Relationship Management system and the ability to leverage the system for data quality and prospect information.
• Identify opportunities to retain and expand relationships, gather information from the client and consult with the KPB officer.
• The sales team is responsible for client contact strategy (inviting customers to events, sending out whitepapers, following up on meetings, etc.) and proactive client outreach (regarding eligible products, scheduling relationships, and identifying opportunities).
• Educate customers on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking transactions, electronic transfers and bill pay, online statements, disputing a transaction etc.).
• What is the best financial planning support for both clients and advisors? Provide technical support when client needs guidance. Request details
• Proactively look for opportunities to improve client experience (identify pain points, gaps, and process improvements) and escalate client issues as needed.
• Working with team to plan and manage client events, as needed.
• Performs other duties as assigned, tasks may change or be assigned without notice. :
• Complies with all keyBank policy and procedures, including without limitation. At all times, he acts professionally, conducts business ethically, and avoids conflicts of interest in the best interest of his customers and employees.

Education Qualifications

• Bachelor's Degree (preferred)

Experience Qualifications

• 3+ years related work experience or equivalent combination of employment/educational background (required) required.

Tactical Skills

• Generic knowledge of financial services and wealth management.
• Demonstrated competency and effectiveness in client service skills (including handling client inquiries and relationships), communication skills, verbal, written and phone skills. Problem solving skill.
• Can exercise discretion due to accessing and handling highly sensitive information.
• Can learn and use proprietary software, databases and systems. )
• In all Microsoft Office applications, proficient.

Personal Skills

• Collaboration: Demonstrates a basic understanding of the Collaboration Process and provides examples of how cooperation can help an organization achieve its goals.
• Digital awareness: the ability to explain the concepts, objectives, and major elements of relevant technologies and tools within an organization.
• Empathy: Discusses others' point of view, recognizes what they may be feeling and shows an active interest in their concerns.
• Problem solving: Using accepted procedures for problem analysis and resolution. Describe the value of a disciplined approach to problem solving?
• Resilience: The ability to see problems as opportunities to grow personally and professionally.

Practical Skills

• Acumen: works to understand the business priorities of internal and external customers. Can describe relevant profitability drivers, considerations?
• Written and oral communication: Demonstrates the ability to speak, write and present in a way that effectively conveys an intended message.
• Risk Management: describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management.

Core Competencies

All KeyBank employees are expected to demonstrate Key's values and sustain proficiency in identified leadership competencies, he said.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pulling backpacks, computer bags up to 10 lbs. )).