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Key Private Bank Associate Relationship Manager
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- Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery.
- Surface opportunities identified in the book for more significant growth to the assigned Relationship Manager and partner with them on the sales process.
- ESSENTIAL JOB FUNCTIONSThe ARM will be responsible for functions that align with the wealth sales process in daily work to create a constructive client experience.
- Acts as lead and/or client advocate/representative on assembled team.
- Develops a comprehensive understanding of client’s 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.
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