Key Private Bank Team Lead Associate
Core
Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence, and adherence to compliance responsibilities.
Role type
Associate Team Lead (Private Banking Operations)
Builds
Client experience and sales support delivery for Key Private Bank clients
Domain
Private Banking / Wealth Management
Required skills
Team supervision, hiring and onboarding, performance management, compliance monitoring, client service, credit and fiduciary acumen, Salesforce proficiency, change management
Preferred skills
Knowledge of Investment Management & Trust (IM&T) onboarding, loan procedures, credit approval processes
Technologies
Salesforce, Microsoft Office, proprietary banking databases
Responsibilities
Supervise local market associate staff to achieve end-to-end ownership of the client experience; Provide training and coaching to all associates; 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 Manager, hands-on IC