Licensed Relationship Banker- Ballston Spa - (Ballston Spa, NY)

At Key, we have the opportunity to bring ease value and ability to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive landscape and leverages that knowledge to better serve the clients.