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KeyBank · 17 hours ago

Key Private Bank Client Service Associate

Elkhart, IN

Full-time

Hybrid

Mid Level

$25/hr - $38.46/hr

3+ years exp

KeyBank is a financial institution that provides a variety of banking services, and they are seeking a Client Service Associate to support their Key Private Bank regional sales teams. The Associate will ensure the completion of client transactions, assist with product delivery, and enhance client satisfaction for high-net-worth clients.

Banking

Responsibilities

Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets

Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention

Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures

Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure

Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service clients

Responsible for frequent communication with field team members on status of service requests and any additional information needed, as well as full documentation in Customer Relationship Management System (Salesforce) on status and resolution of service tasks

Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer

Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly

Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information

Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience

Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Client service skillsFinancial products knowledgeSalesforceMicrosoft OfficeProblem resolution skillsDiscretion handlingLearning proprietary softwareCommunication skills

Required

A minimum of 3 years related work experience or equivalent combination of work/educational background (required)

General knowledge of financial products and services, including banking, trust and investments

Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills

Ability to maintain all servicing aspects of the client relationship

Ability to exercise discretion due to accessing and handling highly sensitive information

Ability to learn and use proprietary software, databases and systems

Proficient in all Microsoft Office Applications

Associate's degree or equivalent work experience (preferred)