- KeyBank (Westlake, OH)
- …Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full ... completion of client transactions, assisting with identification and coordination and product...and Net Promoter Scores. **Essential Functions** + Support the Key Private Bank team in… more
- KeyBank (Pickerington, OH)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the ... Key Private Client Program and will focus on...Key Private Client Program and will focus on the entire ...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,… more
- Huntington National Bank (Cincinnati, OH)
- …Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth ... client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...relationships of moderate to high complexity. + Knowledgeable on key compliance and regulatory requirements. + Performs other duties… more
- Bank of America (Cincinnati, OH)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... internal and external network to achieve business development goals. Key responsibilities include leading the Client Management...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- PNC (Cleveland, OH)
- …the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be based in Cleveland, OH. Responsibilities require ... role reports directly to Client Service Manager or the Client Service Director. Key responsibilities include, but are not limited to, handling: * Transaction… more
- KeyBank (Canton, OH)
- **Location:** 219 South Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary … more
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary … more
- KeyBank (Columbus, OH)
- **Location:** 175 S 3rd Street - Columbus, Ohio 43215 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... Relationship Manager (ARM) is at the center of this client promise by managing and building client ...proactive contact. + Participates in Community organizations to demonstrate Key 's commitment to the local community. + Develops and… more
- KeyBank (Toledo, OH)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... model, to high-net-worth clients with complex financial needs. + Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation + Advises… more
- KeyBank (Pepper Pike, OH)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... to high net worth clients with complex financial needs. - Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation - Advises… more