2 kpb client service associate jobs found

Location: 3507 Kyoto Gardens Drive, Palm Beach Gardens Florida 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 Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory...

Location: 3777 Tamiami North - Naples, Florida 34103 Job Summary The Key Private Bank (KPB) Teller supports the Key Private Bank sales and service team by delivering exceptional teller and client service functions within a Private Banking Office. This role is responsible for processing client transactions, supporting need identification, and coordinating product and service delivery for high-net-worth clients. The KPB Teller provides efficient, accurate service and effective problem resolution throughout the client experience. Supports the KPB team to grow, expand, and retain client relationships. Key Responsibilities: Teller & Operational Functions Perform daily teller transactions accurately and efficiently within the Private Bank branch, including cash handling, balancing, and transaction processing. Maintain accountability for assigned cash drawer and adhere to established balancing and control procedures. Ensure all branch operations are conducted...