What are the responsibilities and job description for the Key Private Bank Associate Relationship Manager position at KeyBank National Association?
Location:
660 White Plains Road, Tarrytown New York
Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
Essential Functions
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients’ 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. Captures the client’s goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations and to demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Collaborates in-person with peers and cross-functional teams to advance projects and business goals while pursuing development and growth opportunities.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's degree in business related field or equivalent work experience (required)
Work Experience
3 years of financial services related experience (required)
Licenses and Certifications
FINRA License S7 (required)
FINRA License S66 or S63 & S65 (required)
Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Demonstrates experience in participating in productive, collaborative processes that help solve business problems and meet business goals
The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Identifies relevant emotional intelligence (EI) components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
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
Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding
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
Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
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 abide by Key’s Code of Conduct.
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.
Work Location Category
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 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: 05/11/2026
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
660 White Plains Road, Tarrytown New York
Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
Essential Functions
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients’ 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. Captures the client’s goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations and to demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Collaborates in-person with peers and cross-functional teams to advance projects and business goals while pursuing development and growth opportunities.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's degree in business related field or equivalent work experience (required)
Work Experience
3 years of financial services related experience (required)
Licenses and Certifications
FINRA License S7 (required)
FINRA License S66 or S63 & S65 (required)
Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Demonstrates experience in participating in productive, collaborative processes that help solve business problems and meet business goals
The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Identifies relevant emotional intelligence (EI) components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
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
Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding
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
Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
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 abide by Key’s Code of Conduct.
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.
Work Location Category
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 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: 05/11/2026
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
Salary : $80,000 - $150,000