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Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process.
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For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO's), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction.
$68,000 - $92,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations.
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Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) As a Teller, you provide excellent client service by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.
$18 - $22.12 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience in a client service role (required) Complies 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 Key's clients and Key.
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Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey.
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Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations.
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Experienced in a client service role (required) All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.
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Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results. Storytelling: Describes storytelling techniques, concepts, and potential benefits.
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Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
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Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
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Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Change Navigation: Demonstrates the ability to modify work as directed and applies the concept of continuous improvement to develop new skills during change initiatives.
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The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. Demonstrated 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.
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Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience.
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Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity. Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients.
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service job Company: Keybank
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