Licensed Banker-Delaware Hertel
Company: KeyBank
Location: Buffalo
Posted on: January 9, 2021
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Job Description:
ABOUT THE JOB (JOB BRIEF):At Key, we have the opportunity to
bring ease value and expertise to our clients by helping them have
confidence and the peace of mind to dream big.As a Licensed
Relationship Manager (LRM), you will report to the Branch Manager
and deliver appropriate financial solutions to KeyBank's client
base with up to $1M in investable assets. The LRM is responsible
for helping new and existing clients achieve confidence in their
financial wellness through the offering of products and services.
Develops a comprehensive understanding of client needs by utilizing
the Financial Wellness Guide and by using Key's technology to
gather and document client data and assess financial needs.
Effectively manages a book of business by identifying products and
services to meet client needs and/or referring to appropriate sales
professionals in Retail, Investment Services, Private Bank,
Mortgage or Business Banking. Maintains an awareness of the
competitive landscape and leverages that knowledge to better serve
the clients. Meets or exceeds established Teamwork & Accountability
and individual and branch production goals with a strong focus on
investments and insurance. Fully participates in branch activity as
directed by the Branch Manager.ESSENTIAL JOB FUNCTIONS:The role of
the Licensed Relationship Manager (LRM) is to develop new and
expand existing client relationships by consistently delivering
solutions that meet the financial wellness needs of Key clients.
The LRM is responsible for functions that align with the Key Sales
Process and Consultative Sales Process Framework which includes:
Opportunity Management, Needs Assessment, Present/Pitch,
Fulfillment, and Follow Up. LRMs are also responsible for creating
a positive client experience and helping clients achieve confidence
in the management of their finances. LRMs and all Branch team
members are expected to act professionally at all times, conduct
business ethically, avoid conflicts of interest and act in the best
interest our clients and KeyPrimary LRM Functions--- Consistently
executes on Key's Branch Playbook and seeks opportunities to
deliver distinctive client service with each interaction--- Manages
and grows a profitable book of business to achieve individual and
team goals--- Develops and maintains an in-depth knowledge of mass
affluent products and services, as well as knowledge of competitive
products and services to ensure meaningful in depth financial
wellness conversations with clients--- Calls Book of Business and
system generated leads identified to prospect for retention and
growth opportunities; documenting activities by using the call
report feature in the desktop--- Employs a disciplined approach to
prospecting; documents calling efforts.--- Builds a client referral
pipeline via identification and development of internal and
external centers of influence--- Develops strong partnerships with
Operations Leaders, Financial Advisors, Mortgage Advisors, Small
Business colleagues and other line of business partners focusing on
client acquisition and deepening the relationship of current
clients; effectively manages internal and external Centers of
Influence (COIs)--- Identifies and resolves complex client service
opportunities--- Monitors client base and looks to transition
clients into Key Private Bank where necessary--- Actively
participates in daily branch team meetings--- Mentors other branch
employees, as suggested by the Branch Manager--- May require
automobile travel to meet with clients at various off-site
locations--- May service clients at a single or multiple
branches--- Assists on the Teller platform with new and existing
clients of the bank with account transitions, maintaining
responsibility for a cash drawer and following proper balancing
procedures. Takes opportunities identified on the teller line to
deepen and expand client relationshipThe Select Licensed
Relationship Manager performs same core functions with access to
more products and service offerings for clientsREQUIRED
QUALIFICATIONS:--- High School Diploma, GED or equivalent
experience.--- Minimum of 1 year experience in financial services
with mass affluent clients, achieving sales goals and building
referral sources in insurance and investment products.---
Proficiency in sales and service techniques, including
tele-consulting, prospecting and networking.--- Excellent
communications skills and ability to work in a team environment.---
Strong financial acumen.--- Understand commercial lending and small
business operations.--- FINRA Series 6 and 63 investment licenses,
Life and State Insurance License--- Physical Requirements: Frequent
mobility (5-8 hours) in an office setting, ability to communicate
face to face and on the phone with clients, frequent use of hands
to manipulate/grasp objects, occasional bending and lifting from
floor height, frequent lifting of 1 - 10 lbs., occasional lifting
of up to 30 lbs.* Investment products are offered through Key
Investment Services LLC (KIS), member FINRA/SIPC. Insurance
products are offered through KeyCorp Insurance Agency USA, Inc.
(KIA). KIS and KIA are affiliated with KeyBank National Association
(KeyBank).Note: Employees in this position are required to comply
with all rules and regulations of The Secure and Fair Enforcement
for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired
or transferring into this position will need to meet the
qualification requirements, in Key's sole discretion, under Reg. Z,
prior to acting as a loan originator in a consumer credit
transaction secured by a dwelling. Qualification requirements
include but are not limited to an assessment of overall financial
responsibility, character, and general fitness through review of a
criminal background check, credit report, and information about any
administrative, civil, or criminal findings by any government
jurisdiction.PREFERRED QUALIFICATIONS:--- Undergraduate degree in a
business related fieldFLSA STATUS:Non-ExemptKeyCorp is an Equal
Opportunity and Affirmative Action Employer committed to engaging a
diverse workforce and 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, disability, or veteran
status.
Keywords: KeyBank, Buffalo , Licensed Banker-Delaware Hertel, Other , Buffalo, New York
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