KeyCorp Hiring for Sr Client Experience Manager at Denver, Colorado Full Time

Location:101 University – Denver, Colorado 80206″JOB BRIEF (PURPOSE)Responsible for ensuring delivery of the Key Private Bank (KPB) clientexperience and contact strategy for a book of business in coordination withthe Sr. Relationship Manager and client advisory team Investment, Fiduciaryand Planning Strategists.. Accountable for maintaining and helping to growapproximately 100 client relationships through a proactive focus on meetingclient needs as it relates to planning, investments, trust, banking andclient service. Leverages technology in the management of client relationshipsand delivery of advices. Ensures a focus on client experience and retentionthrough conducting the following activities:* Coordinate client relationship reviews (Scheduling, Preparing,Leading, Follow-Up, Implementation, Asset Allocation Review, EstateDocument Review, Planning)* Provide and educate clients on Wealth Direction (Goals, Concerns,Priorities, Net Worth, Planning & Advice). Ensures client usage andachieves goal through Wealth Direction penetration.* Advise clients on wealth issues such as review of outside Assets, Life,Disability, LTC and P&C Insurance, Credit and Deposit Needs, EstateDocument and Planning Review, Asset Allocation Reviews, Liquidity and LifeEven* Collaborate with Sr. Relationship Manager and client advisory team on salesopportunities by assisting with the prospect proposal process, effectivelyonboarding new client relationships and identifying new business opportunitiesfor existing book of business* Ensure superior client servicing activities are maintained with support fromAssociates and central/national resources* Identify and escalate at risk client situations to Sr. Relationship andSales LeaderESSENTIAL JOB FUNCTIONSThe Client Experience Manager is responsible for functions that align with theKPB prescribed Client Experience based on each Client’s Value Segmentationto create a constructive client experience. This includes:Opportunity Management* Maintains and expands current client relationships.* Accountable for management of book of business in Salesforce (householding, client profile updates, contact management, task management)* Develops and maintains an in-depth knowledge of financial wealth managementservices and products as well as knowledge of competitors and competitiveproducts.* Leads, coordinates, and assembles advisory team based on client needs.Acts as lead and/or client advocate/ representative on assembled team.* Employs and maintains a disciplined approach to client review process usingdesignated tracking tools to document progress on implementation of clientstrategies.Needs Assessment* Develops a comprehensive understanding of client’s needs, based on thereview and analysis of personal and business financial data gathered throughRelationship Reviews, Client Insights and Internal Partners.* Determines client needs and opportunities using Building Mastery and KPBPlanning approach.* Delivers distinctive service by completing annual relationship reviews withall assigned clients, consistently updates the tools with current clientdata, call summaries, etc.* Collaborates with relationship management team to deepen the relationshipbased upon need and assessment.Presentation* Prepares and delivers client presentations, individually and as part of ateam, presenting appropriate financial solutions via consultative review andproactive contact. Uses Wealth Direction consistently.* Promotes and cross-markets products and services to clients by keepingclients informed of products and services.* Actively listens to concerns, presents a clear concise picture andprovides the client with targeted solutions to close the sale.Follow-Up* Maintains ongoing contact with new clients to ensure a consistently positiveexperience with Key throughout onboarding process.* Maintains all banking products, including credit while mitigating risk.MARGINAL OR PERIPHERAL FUNCTIONS* Provides feedback to partners regarding new product developme