Key Private Bank Relationship Manager

Experience Qualifications

• A minimum of 5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications

• FINRA Series 7 and 66 (or 63 & 65) (preferred)
• Certified Financial Planner (CFP) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)
• Certified Public Accountant (CPA) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Certified Wealth Strategist (preferred)
• Licensed Attorney/JD (varies by state) (preferred)

Tactical Skills

• Ability to build trust by taking a client centric approach
• Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
• Demonstrated in depth knowledge of financial products and banking regulations
• Demonstrated strong client advisory skills
• Demonstrated experience with and broad understanding of personal and commercial financial statements
• Proven experience with and comprehensive understanding of consumer and commercial lending
• Excellent verbal and written communication skills
• Proficient in personal computer applications to drive results

Personal Skills

• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
• Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
• Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
• Empathy: Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines self in other’s place and appreciates diverging viewpoints
• Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
• Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding
• Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one’s own abilities

Practical Skills

• Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
• Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 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 which may include production, commission, and/or discretionary incentives.

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: 04/30/2026

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 HR_Compliance@keybank.com.

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