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Licensed Relationship Manager
Company
KeyBank
Location
Grand Island, NY 14072
Status
Full Time, Employee
Job Category
Sales/Retail/Business Development

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Licensed Relationship Manager

Licensed Relationship Manager - Grand Island, NY

Being a Key employee means being a member of a special community. We work to make a difference for our clients, our neighborhoods and each other. We help people make better financial decisions in their lives and businesses by living the Key Values of Teamwork, Respect, Accountability, Integrity and Leadership.

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $98 billion. Key companies provide investment management, retail and commercial banking, consumer finance and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally.

We deliver our products and services through KeyBank branches, a network of ATMs, telephone banking centers and key.com®, providing account access and financial products 24/7. Key is meeting the future with confidence. Won't you join us? Outstanding opportunity available for a Licensed Relationship Manager based in Grand Island, NY!

The Licensed Relationship Manager develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Calls Book of Business and system generated leads to prospect for cross sell and retention; documenting activities by using the call report feature in the desktop. Grows a profitable book of business to achieve individual and team goals. Builds client referral pipeline via identification and development of internal and external centers of influence. Develops new and expands existing client relationships by participating in business development activities, proactively reviewing clients' current and changing financial needs, and promoting products and services. Collaborates with business partners by making referrals and conducting joint calls to deepen the client relationship. Actively listens to concerns, presents a clear concise picture and provides the client with a tailored solution to close the sale. Accurately completes new account documentation and system input according to Key's policies and procedures. Ensures that new customer relationships consistently meet all compliance requirements. Contributes to the branch profitability by participating in branch initiatives.

Requirements:

-Undergraduate degree in business related field or equivalent experience.

-Hold Series 6 and 63 investment licenses as well as NYS Life, Accident and Health insurance.

-Minimum of 3-5 years in financial services with experience in developing current and new customer relationships, achieving sales goals and building referral sources.

-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.

-Ability to use: PC (MS Windows and Office Products (including Word, Excel, etc.), Desktop.

Life at Key is exciting, challenging, and rewarding. Just as we help our customers reach their financial goals, we're committed to helping you achieve your personal and professional goals. We offer competitive compensation and comprehensive benefits that will help you fulfill a healthy work/life balance.

For more information about KeyBank and to complete an online application and submit your resume, go to www.key.com/careers and search Licensed Relationship Manager and locate job id #99975742.

KeyCorp is an equal opportunity employer M/F/D/V. We're proud to be one of DiversityInc magazine's "Top 50 Companies for Diversity" in 2009.

 

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