Private Bank Associate Team Lead
Company: KeyBank
Location: Portland
Posted on: January 7, 2021
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Job Description:
ABOUT THE JOB (JOB BRIEF):Manages the Associate roles in a
Regional sales team to ensure quality client service, sales
support, operational excellence and adherence to all procedural and
Compliance responsibilities. Supports the KPB Sales Leader in
assigned tasks as well as the needs of the sales team.ESSENTIAL JOB
FUNCTIONS:- Supervise associate staff to achieve quality client
service, sales support, operational excellence and adherence to all
procedural and Compliance responsibilities.- Provide training and
coaching to all associates including new employee on boarding-
Administer DHP reviews and PGP for each associate- Monitor and
schedule work to maintain proper coverage at all times and to
ensure appropriate allocation of resources.Operational
Management/Compliance:- Proactively identifies and champions the
resolution of client service issues (internal and external),
requiring leadership and interaction with clients (internal and
external), all levels of staff and management, product and support
partners.- Adhere to corporate compliance and audit standards to
meet corporate and LOB guidelines.- Maintain compliance testing on
an annual basis i.e., Clean Desk audits and ensure proper office
signage.Monitor GLs, overdrafts, loan document exceptions and
commercial loan past dues and fiduciary requirements.- Hold
meetings to review and increase employees knowledge and adherence
to compliance guidelines.- Conduct required audits and oversees
tests and training to meet RISC guidelines.- Report significant
client developments to market manager to allow for appropriate
mediation.- Research and resolve complex errors/issues and follow-
up with clients to ensure satisfactory resolution.- Provide support
to manager for sales reporting and tracking.- Delegate various
office duties, as appropriate i.e., supply ordering, mail, audits
of cashier checks, etc.- Responsible for maintained of accurate
client data and approves client transitions. Serves as the senior
manager responsible for client data integrity for the team.Sales
Support: Provide quality client service to sales team by:- Solid
understanding of the KPB Sales Process and New Client On boarding
Process, as it relates to team interactions, process engagement and
client treatments (includes knowledge of available tools and
resources).- Understanding of new accounts and loan procedures to
ensure good client experience and complete documentation for
compliance and audit purposes.- Understanding of credit approval
process up to and including loan documentation to facilitate
quality execution of credit experience for team and client.-
Coordinate preparation of presentation materials and correspondence
to meet needs of sales team. Make recommendations to increase
client sales level.REQUIRED QUALIFICATIONS:- Bachelor's degree or
equivalent experience.- A minimum of five years related work
experience or equivalent combination of work/educational
background.- Prior work experience in Private Banking/Wealth
Services.- In- depth knowledge of financial products and services.-
Demonstrated excellent verbal and written communications skills.-
Demonstrated strong customer service skills.- Proficient PC
skills.- Computer experience (Powerpoint, Excel, Word, Outlook /
Webex), calculator, telephone, fax machine, copier.- Possess
expertise in the overall servicing of Private Bank clients,
including resolution of client issues and the ability to identify
cross- sell opportunities.- Ability to establish and strengthen
effective working relationships among team members and product and
support partners.- Understanding and adherence to bank's BSA/AML
program. Strong grasp of applicable federal, state and compliance
regulations.- Displays strong credit and fiduciary acumen.Employees
in this job are required to comply with all rules and regulations
of The Secure and Fair Enforcement for Mortgage Licensing Act of
2008 (The SAFE Act). Employees hired or transferring into this
position will need to meet the qualification requirements, in Key's
sole discretion, under Reg. Z, prior to acting as a loan originator
in a consumer credit transaction secured by a dwelling.
Qualification requirements include but are not limited to an
assessment of overall financial responsibility, character, and
general fitness through review of a criminal background check,
credit report, and information about any administrative, civil, or
criminal findings by any government jurisdiction.FLSA
STATUS:KeyCorp is an Equal Opportunity and Affirmative Action
Employer committed to engaging a diverse workforce and 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, disability, or veteran status.
Keywords: KeyBank, Portland , Private Bank Associate Team Lead, Other , Portland, Maine
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