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KeyCorp Licensed Banker Bristol Branch in Bristol, Indiana

ABOUT THE JOB (JOB BRIEF):At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big.As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive landscape and leverages that knowledge to better serve the clients. Meets or exceeds established Teamwork and Accountability and individual and branch production goals with a strong focus on investments and insurance. Fully participates in branch activity as directed by the Branch Manager.ESSENTIAL JOB FUNCTIONS:The role of the Licensed Relationship Manager (LRM) is to develop new and expand existing client relationships by consistently delivering solutions that meet the financial wellness needs of Key clients. The LRM is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework which includes: Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up. LRMs are also responsible for creating a positive client experience and helping clients achieve confidence in the management of their finances. LRMs and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and KeyPrimary LRM Functions Consistently executes on Key s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction Manages and grows a profitable book of business to achieve individual and team goals Develops and maintains an in-depth knowledge of mass affluent products and services, as well as knowledge of competitive products and services to ensure meaningful in depth financial wellness conversations with clients Calls Book of Business and system generated leads identified to prospect for retention and growth opportunities; documenting activities by using the call report feature in the desktop Employs a disciplined approach to prospecting; documents calling efforts. Builds a client referral pipeline via identification and development of internal and external centers of influence Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs) Identifies and resolves complex client service opportunities Monitors client base and looks to transition clients into Key Private Bank where necessary Actively participates in daily branch team meetings Mentors other branch employees, as suggested by the Branch Manager May require automobile travel to meet with clients at various off-site locations May service clients at a single or multiple branches Assists on the Teller platform with new and existing clients of the bank with account transitions, maintaining responsibility for a cash drawer and following proper balancing procedures. Takes opportunities identified on the teller line to deepen and expand client relationshipThe Select Licensed Relationship Manager performs same core functions with access to more products and service offerings for clientsREQUIRED QUAL

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