Kpb Client Relationship Associate

KeyCorp

Westlake, Ohio, US
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
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3+ years related work experience
Salesforce crm proficiency
Client onboarding and account opening
** KeyCorp is seeking a Client Relationship Associate (CRA) for their Westlake, Ohio location to support relationship managers in enhancing client relationships through efficient onboarding, proactive outreach, and exceptional service. The ideal candidate should possess a strong background in financial services, client service skills, and the ability to learn proprietary software. **

Job Summary

  • The Client Relationship Associate supports the KPB Relationship Manager in managing client books, growing relationships, and ensuring top-tier service delivery.
  • Primary responsibilities include coordinating new client onboarding, opening deposit accounts, handling lending operations, and maintaining data quality within Salesforce.
  • The role offers a base hourly rate between $25.00 and $38.46, along with incentive compensation and eligibility for various benefits.

Matching Summary

Match Score: 75

** KeyCorp is seeking a Client Relationship Associate (CRA) for their Westlake, Ohio location to support relationship managers in enhancing client relationships through efficient onboarding, proactive outreach, and exceptional service. The ideal candidate should possess a strong background in financial services, client service skills, and the ability to learn proprietary software. **

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and discretionary incentives; Benefits: Eligible for KeyCorp benefits package

Skills & Requirements

Must-have

  • 3+ years related work experience
  • Salesforce CRM proficiency
  • Client onboarding and account opening
  • Wealth management knowledge
  • Microsoft Office applications

Nice-to-have

  • Proactive client outreach skills
  • Event planning and coordination
  • Digital banking education capabilities
  • Process improvement mindset
  • Strong verbal and written communication

Key Requirements

  • Bachelor's Degree or equivalent experience
  • Minimum 3+ years of related work experience
  • Proficiency in proprietary software and databases

Work Rights

Not specified

Tailored Resume

Cover Letter