Key Private Bank Client Relationship Associate
KeyBank(1 month ago)
About this role
The Client Relationship Associate supports the KPB Relationship Manager and field team in managing client relationships, onboarding new clients, and providing high-quality client service. The role focuses on proactive outreach, coordinating team activities, and supporting the sales and client experience process to help grow and retain client relationships.
Required Skills
- Client Service
- Relationship Management
- Onboarding
- Account Opening
- Lending Operations
- Salesforce
- Data Entry
- Scheduling
- Financial Planning
- Microsoft Office
+2 more
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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