Key Private Bank Client Relationship Associate
Core
Supports Key Private Bank Relationship Managers and field teams in managing client books, driving onboarding, and executing sales processes to grow and retain relationships.
Role type
Client Relationship Associate (Private Banking)
Builds
Client relationships, new deposit accounts, and lending operations
Domain
Financial Services / Private Banking
Required skills
Client service, sales process knowledge, CRM data management, financial planning support, event coordination, digital banking education
Preferred skills
Bachelor's degree, 3+ years related experience
Technologies
Salesforce, Wealth Direction (WD), Microsoft Office
Responsibilities
Prepare sales presentations and annual wealth reviews; coordinate client onboarding and new account opening; manage lending operations (ROE, underwriting); maintain CRM data quality; educate clients on digital resources; support client contact strategies and proactive outreach; coordinate officer transitions.
Seniority
Individual Contributor, mid-level