Retail Relationship Manager - Hawthorne
About Key:
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $97 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. The company's businesses deliver their products and services through branches and offices; a network of 1,439 ATMs; telephone banking centers 1-800-KEY2YOU® (1-800-539-2968); and a website, Key.com®, that provides account access and financial products 24 hours a day.
About the Job:
The Relationship Manager is critical to delivering on Key's mission: As financial navigators for life, we deliver solutions to make it easier for clients to achieve their financial goals. Primary focus is to acquire new consumer and small business clients and to expand relationships with existing clients. Develops a comprehensive understanding of client needs by using the Desktop technology to gather and document client data and assess financial needs. Effectively manages clients/book of business by identifying products and services to meet client needs and/or refers to appropriates sales professionals in Retail, Investment Services, Mortgage or Business Banking. Maintains an awareness of competitors' strengths/weakness and product offerings/pricing. Meets or exceeds established sales, cross-sell and referral goals. Participates in and may assist with the coordination of branch promotions by creating and/or organizing campaign material.
Essential Job Functions:
****This position could be filled as either a Relationship Manager or a Licensed Relationship Manager****
-Relationship Manager (Job grade 76)/Licensed Relationship Manager (Job grade 79): The Relationship Manager is critical to delivering on Key's mission: As financial navigators for life, we deliver solutions to make it easier for clients to achieve their financial goals.
-Primary focus is to acquire new consumer and small business clients and to expand relationships with existing clients.
-Develops a comprehensive understanding of client needs by using the Desktop technology to gather and document client data and assess financial needs.
-Effectively manages clients/book of business by identifying products and services to meet client needs and/or refers to appropriates sales professionals in Retail, Investment Services, Mortgage or Business Banking.
-Maintains an awareness of competitors' strengths/weakness and product offerings/pricing.
-Meets or exceeds established sales, cross-sell and referral goals.
-Participates in and may assist with the coordination of branch promotions by creating and/or organizing campaign material.
This position requires ability to work on Saturday.
Required Qualifications:
-Undergraduate degree in business related field or equivalent experience.
-Minimum of 2 years with experience in developing current and new customer relationships, achieving sales goals and building referral sources.
-Demonstrated strong customer service skills.
-Excellent communication skills and ability to work in a team environment.
-Financial services product knowledge.
-Understands personal and commercial financial statements.
-Experience with outside calling.
-General knowledge of commercial lending to small businesses.
-Ability to use: PC (MS Windows and Office Products (including Word, Excel, etc.), Desktop.
REQUIRED- Licensed Relationship Manager: Hold Series 6 or Series 7 and Series 63 or Series 66 securities licenses. State Insurance license.
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 Retail Relationship Manager and locate job id #99975660.
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.
