Location:
225 Asylum Street, Suite 1910, Hartford Connecticut
The Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals. The ARM manages up to 350 of "Maintain" value segment clients, currently defined as clients who meet the Key Private Bank's target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000. The ARM works with the Maintain book of clients to achieve three objectives:
Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery.
Identify and Cross-sell additional services.
Surface opportunities identified in the book for more significant growth to the assigned Relationship Manager and partner with them on the sales process.
ESSENTIAL JOB FUNCTIONS
The ARM will be responsible for functions that align with the wealth sales process in daily work to create a constructive client experience. This includes:
Opportunity Management
Maintains and expands current client relationships through developed client contact activity plans (minimum of two contacts per year/client)
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Engages and/or coordinates advisory team based on client needs. Acts as lead and/or client advocate/representative on assembled team.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with appropriate team members to recommend product solutions.
Participates in Community organizations to demonstrate Key's commitment to the local community.
Needs Assessment
Develops a comprehensive understanding of client's 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.
Determines client needs and opportunities
Delivers distinctive service by completing annual relationship and service reviews and consistently updates the CRM system with current client data, call summaries, etc.
Brings other relationship management team partners to the table to deepen the relationship based upon need and assessment.
Presentation
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Promotes and cross-markets products and services to clients by keeping clients informed of products and services.
Actively listens to concerns, presents a clear concise picture and provides the client with targeted solutions to close the sale.
Administration
Handle and resolve routine requests.
Generate new account documentation, and coordinate and prepare loan documents, including the initiation of CWA credit write-ups, collaborating with the Market Sales Leader on complex or challenging situations.
Ensure new accounts and services are set up and properly coded consistent with client objectives.
Participate in special projects as requested.
Risk Management
Understand KPB Risk Policies and Procedures and adheres to them.
Develops knowledge of Fiduciary regulations, Investment Policy and Credit Policy & Guidelines to help direct conversations and provide insight on proposed client solutions.
Work with clients to ensure timely collection of financial statements and other documents as required.
REQUIRED QUALIFICATIONS
Bachelor's Degree, preferably in Business or a Business-related discipline, or equivalent work experience
3-5 years of financial services related experience.
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations
Established excellent written and verbal communication skills.
Proficient in personal computer applications to drive results
PREFERRED QUALIFICATIONS
Experience in working with High Net Worth individuals and their financial issues.
Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service.
Sales or customer service experience
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 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 (https://www.key.com/about/careers/working-with-us/benefits.html) 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: 07/24/2026
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.
LI-Hybrid
KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.
