Key Private Bank Client Relationship Associate

Location

130 W 2nd Street, Suite 1950, Dayton Ohio

The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage the client book, grow, expand, and retain client relationships. The CRA is an active member of the relationship team, accountable for efficient client onboarding, proactive outreach, and providing top‑tier service.

• Prepare and participate in sales presentations, annual wealth reviews, and materials for client meetings.
• Support the field teams by scheduling internal and external meetings (pre/post call team meetings and client meetings). Attend when possible and contribute to market huddles/pods.
• Own follow‑up after client meetings on takeaways and next steps.
• Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
• Coordinate the relationship team around new client onboarding, including supporting the Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD.
• Primary responsibility for opening new deposit accounts and onboarding as well as lending operations (ROE calculation, underwriting support, and ordering closing documents).
• Coordinate officer transitions when team members transition on or off the KPB sales team.
• Maintain the Customer Relationship Management System (Salesforce) and the ability to leverage it for data quality; update client/prospect information and support RM with data entry as needed.
• Identify opportunities to retain and expand relationships; gather information from the client and consult with the KPB Officer.
• Assist with client contact strategy, proactive outreach, scheduling reviews, and identifying opportunities.
• Educate clients on digital or alternative resources (contact center support, wire transfer agreements, online mobile banking, etc.).
• Provide financial planning support to advisors and clients.
• Proactively look for opportunities to improve client experience and escalates any issues as needed.
• Work with the team to plan and manage client events, attending as needed.
• Adopt and use the centralized service task queue (Salesforce Task Queue) to direct service‑related work away from the field and to Client Service Associates.
• Perform other duties as assigned; duties may change with or without notice.
• Comply with all Key Bank policies and procedures and act professionally, ethically, and in the best interests of clients and Key.

• Bachelor’s Degree or equivalent experience (preferred)

• Minimum of 3 years related work experience or equivalent combination of work/educational background (required)

• General knowledge of financial services and wealth management.
• Proficiency in client service, communication, and problem resolution.
• Discretion with highly sensitive information.
• Ability to learn and use proprietary software, databases, and systems.
• Proficient in Microsoft Office Applications.

• All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

• General Office – prolonged sitting, face‑to‑face communication, frequent use of PC/laptop; occasional lifting of computer bags up to 10 lb.

• Occasional travel including overnight stay.

This position is eligible to earn a base hourly rate in the range of $25.00 – $38.46 per hour. Placement in the pay range may differ based on skills, experience and geographic location. Compensation also includes incentive pay which may include production, commission, and/or discretionary incentives.

Please  for a list of benefits for which this position is eligible.

Key has implemented an approach to employee work spaces which prioritizes in‑office presence while providing flexible options for mobile environments.

Job Posting Expiration Date: 02/28/2026. Key Corp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected under law.

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