Key Private Bank Client Experience Associate

Profile

Location:

1301 5th Avenue - Seattle, Washington 98101

ABOUT THE JOB (JOB BRIEF)

Client Experience Associate provides sales and client service support to enable assigned Key Private Bank officers (Relationship Manager, Wealth Advisor, Client Experience Manager) to deliver an exceptional client experience, high quality service and to maximize sales production. Provides operational and documentation support to officers, while also Identifying and capitalizing on opportunities to expand and retain client relationships. Collaborates with Client Strategist Associates to support organization of sales team members and assist officers as required throughout each step of the Key Private Bank sales and client experience process.

ESSENTIAL JOB FUNCTIONS

Build and maintain client relationships

Provide support to assigned Key Private Bank (KPB) Officer, Relationship Manager (RM), Wealth Advisor (WA) and/or Client Experience Manager (CEM) in execution of the KPB Sales and Client Experience process, which may include supporting the following

Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings

Scheduling of internal and external meetings (Pre / Post Call team meetings and Client Meetings)

Coordinate new client onboarding process

Coordinate officer transitions

Ensure integrity of client data / submit maintenance as required

Contribute to overall office experience

Conduct and participate in Annual Service Reviews

Actively participate in pre/post call client meetings and POD meetings. May participate in client meetings

Provide support for end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience Associates), Wealth Services and centralized support teams. Activities are seen through to completion with proactive communication (i.e. acknowledge requests, provide an estimated time of completion and follow up).

Leverage sales teams to generate requests for account information, research and issue resolution.

Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer (RM, WA, CEM). Recommend product solutions, such as Investment Management & Trust (IM&T), financial planning, depository accounts, treasury management, loans, etc. Quote interest rates, when appropriate, providing necessary disclosures.

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

Onboard new clients to Wealth Direction (WD) and provide client and advisor support in leveraging WD in client activities.

Responds to routine and complex client inquiries and resolves/refers to appropriate support partner. Submits service requests for DDA, Loan or general service needs.

Provide alternative solutions to clients in using digital/alternative resources, such as wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.

Will likely serve as the primary contact for some client relationships.

Acts as a resource to the team for Consumer and Business Deposit products, understands pricing and product features and benefits. Generates new deposit account documentation. Maintain client files and records that include properly executed signature cards and all required supporting documentation i.e. corporate resolutions, copies of legal agreements, etc.

Monitor non-sufficient funds and overdrafts within established levels of authority. Ensure daily resolution to client\'s overdrafts and insufficient funds referring appropriate matters to KPB RM,and Sales Leader.

Generate and/or coordinate the preparation of loan documents. Ensure that the loan documents are consistent with the terms

Company info

KeyCorporation
Website : http://www.key.com