“JOB BRIEF (PURPOSE)
Responsible for ensuring delivery of the Key Private Bank (KPB) client experience and contact strategy for a book of business in coordination with the Sr. Relationship Manager and client advisory team Investment, Fiduciary and Planning Strategists.. Accountable for maintaining and helping to grow approximately 100 client relationships through a proactive focus on meeting client needs as it relates to planning, investments, trust, banking and client service. Leverages technology in the management of client relationships and delivery of advices. Ensures a focus on client experience and retention through conducting the following activities:
ESSENTIAL JOB FUNCTIONS
The Client Experience Manager is responsible for functions that align with the KPB prescribed Client Experience based on each Client’s Value Segmentation to create a constructive client experience. This includes:
Opportunity Management
Needs Assessment
Presentation
Follow-Up
MARGINAL OR PERIPHERAL FUNCTIONS
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
EQUIPMENT USED
TRAINING REQUIRED
JOB LOCATION
”
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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 [email protected].
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