Wealth Liaison; Pittsburgh – KeyBank – Pittsburgh, PA

ABOUT KEY:
KeyCorp’s roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies with assets of approximately $101 billion as of June 30, 2016. The acquisition of First Niagara Financial Group, which became effective on August 1, 2016, is expected to add assets of approximately $40 billion, based on June 30, 2016 balances. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

The Key Private Wealth Liaison role is responsible for ensuring clients are aligned and served by the channel that will best meet their needs. The KPBWealth Liaison works specifically to drive new Key Private Bank income by actively partnering with the Retail branch teams to identify and transition high net worth clients to Key Private Bank.

ESSENTIAL JOB FUNCTIONS

Build awareness of Key Private Bank in partnership and collaboration with Retail market leadership and branch sales teams in their assigned territory. Engaging all members of the branch team including KIS advisors, mortgage originators, etc.

Coach and train the branch teams to identify, introduce and transition high net worth clients to Key Private Bank and to transition client conversations to wealth management and financial planning needs.

Understand the Retail sales and coaching process and mirror same in branch coaching sessions to ensure a positive partnership experience

Analyze referrals to ensure segment fit and a positive client experience prior to introduction to the appropriate professional.

Achieve the referred and closed new business goal in their assigned territory. Manage a large territory of branches ensuring coverage across branches is appropriate based on client need and opportunity

Work with prospective clients to share the Key Private Bank Value Proposition in a compelling manner to create sales opportunities.

Partner with Branch and Key Private Bank team members in the development and execution of activities to build and convert a pipeline of qualified Key Private Bank clients. This includes both working individually with Branch staff and at Key activities within and outside of normal hours.

Analyze, interpret and build action plans from various available client and prospect data points. Utilizing analytical skills to assess opportunities from “raw” client data and build actionable plans to address client need.

Develop strong internal partnerships with Private Bank, Branch and Commercial team members.

Develop an in depth understanding of Key Community Bank Client Segmentation strategies and effectively communicate and ensure the branch teams understanding the segmentation approach

Engage in effective client conversations to move referrals forward and secure appointments for the Key Private Bank team

The accurate and consistent use sales tracking tools and systems

A clear understanding of the sales incentive and referral reward programs – Retail and Key Private Bank – and their impact on partner

REQUIRED QUALIFICATIONS

Required qualifications:
Bachelor’s degree or equivalent with a specialty in finance, accounting, economics, related field or equivalent experience.

Up to 5 experience years in banking or financial services

Basic understanding of fiduciary, financial services and investment products

Demonstrated sales and sales coaching skills

Ability to manage multiple priorities effectively

Ability to interact effectively and collaboratively in a team environment

Ability to multi-task, quickly change direction with independent work ethic

Ability to use independent judgment given limited supervision

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

Regular travel to assigned branch territory including outside of normal business hours

Proficiency in all Microsoft applications: Excel, Word and PowerPoint

Preferred qualifications:
3+ years’ experience operating in the Retail branch environment

Previous experience working with fiduciary and investment products

Understanding of the branch sales and coaching model

FLSA STATUS:
Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

About secureteam

secureteam
A Computer Programmer whose articles got mentions from the likes of The New York Times, Kissmetrics and AllTopStories. He writes articles, novels and poems; spends most of his time reading everything he could get his hands on. He is currently pursuing his Masters from The University of Illinois and holds a Bachelors in Electronics Engineering from the University of California. He is a programmer, a motivational writer and speaker.

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