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Key Private Bank Client Relationship Associate at KeyBank - ApplyBlast

Key Private Bank Client Relationship Associate

KeyBank

4 months ago

3.6 on Glassdoor

Westlake, OH

Hybrid

Full Time

Junior

0 applicants

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About this role

KeyBank is seeking a Client Relationship Associate to support the KPB Relationship Manager and field team in managing, growing, and retaining client relationships. The role involves coordinating client onboarding, preparing sales materials, maintaining the Customer Relationship Management System, and providing operational support for new deposit accounts and lending operations.

Responsibilities

Manage and grow client relationships across the portfolio
Coordinate new client onboarding and account opening processes
Prepare sales presentations and annual wealth review materials
Maintain CRM data quality and update client information
Provide operational support for deposit accounts and lending

Skills

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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