2 customer experience coordinator jobs found

Location: 202 S Michigan Boulevard, South Bend Indiana Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 10 West Market Street, Indianapolis Indiana The Institutional Advisor (Advisor) develops investment management and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Private Banking Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients as a means of staying close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice.  The Advisor is responsible for the delivery of exceptional sales and retention results. ESSENTIAL JOB FUNCTIONS Sales Responsible for the development and...