Hiring: Key Private Bank Associate Relationship Manager - Registered Company: KeyBank Location: Portland, OR Job Posted Time: 2026-09-03 11:11:02 Target Skills & Keywords : Risk Management, Wealth Management About the job Experience: •3 years of financial services related experience (required) Required Skills: •Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. •Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship. •Develops a comprehensive understanding of clients’ needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client’s goals in a financial plan. •Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. •Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. •Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. •Prepares and delivers in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. •Participates in Community organizations and to demonstrate Key’s commitment to the local community. Qualifications: •Bachelor's Degree in business related field or equivalent work experience (required) •FINRA License S66 or S63 & S65 (required) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!