Key Private Bank Team Lead Associate
Core
Manages the Associate roles of the Key Private Bank sales team to ensure quality client service, sales support, operational excellence, and adherence to compliance responsibilities.
Role type
Team Lead for Private Banking Sales Associates
Builds
Client experience and sales support delivery for Key Private Bank clients
Domain
Banking / Wealth Management
Required skills
Supervision and coaching, hiring and onboarding, performance management, compliance adherence, client service, credit and fiduciary acumen, Salesforce proficiency, Microsoft Office proficiency, change management
Preferred skills
None stated
Technologies
Salesforce, Microsoft Office
Responsibilities
Supervise local market associate staff to achieve end-to-end ownership of the client experience; Provide training and coaching to all associates; Ensure effective utilization of staff by hiring, onboarding, and recruiting; Administer performance reviews and professional development plans; Monitor and schedule work to maintain proper coverage; Proactively identify and resolve client service issues; Adhere to corporate compliance and audit standards; Provide support to Sales Leader for sales reporting and tracking; Coordinate preparation of presentation materials and correspondence
Seniority
Mid-level, hands-on IC with people management responsibilities