divh2Client Relationship Associate/h2pLocation: 130 W 2nd Street, Suite 1950, Dayton Ohio/ppThe Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process./ppEssential Functions:/pulliPrepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings./liliSupport the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods./liliOwns follow up after client meetings on takeaways and next steps./liliUnderstand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue./liliCoordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IMT new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities./liliPrimary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents./liliCoordinate officer transitions when team members transition on or off the KPB sales team./liliMaintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed./liliIdentify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer./liliAssist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities)./liliEducate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc./liliProvide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance)./liliProactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed./liliWorks with team to plan and manage client events, attending as needed./liliAdopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue./liliPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice/liliComplies 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 Keys clients and Key./li/ulpEducation:/pulliBachelors Degree or equivalent experience (preferred)/li/ulpWork Experience:/pulliMinimum of 3 years related work experience or equivalent combination of work/educational background (required)/li/ulpSkills:/pulliGeneral knowledge of financial services and wealth management./liliDemonstrated 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./liliAbility to exercise discretion due to accessing and handling highly sensitive information./liliAbility to learn and use proprietary software, databases, and systems./liliProficient in all Microsoft Office Applications./li/ulpCore Competencies:/pulliAll KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies./li/ulpPhysical Demands:/pulliGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs./li/ulpTravel:/pulliOccasional travel to include overnight stay./li/ulpCompensation and Benefits:/ppThis position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives./ppKey has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment./ppKeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law./ppQualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com./p/div