Key Private Bank Client Relationship Associate
KeyBank(1 month ago)
About this role
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team in managing client relationships, focusing on client onboarding, proactive outreach, and delivering exceptional service. This role involves identifying client needs and collaborating with team members throughout the client experience process.
Required Skills
- Client Service
- Communication Skills
- Problem Resolution
- Financial Services
- Salesforce
Qualifications
- Bachelor's Degree
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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