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KeyBank NA
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Westlake, Ohio
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Location:
166 Crocker Park Boulevard - Westlake, Ohio 44145
JOB BRIEF (PURPOSE)
The Director of Family Wealth Consulting (the Director) serves as a lead advisor on the Family Wealth Consulting Team
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KeyBank NA
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Westlake, Ohio
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accordance with Home Lending process and product guidelines
Responsible for gathering documents at the time ... ; including tele-consulting, prospecting, networking and COI relationship management.
Strong financial acumen
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KeyBank NA
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Westlake, Ohio
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, balances cash drawer within balancing guidelines.
Review and maintain knowledge of product guides, fees ... management skills
Personal Skills
Adaptability: Understands that change is inevitable and seeks value in new
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KeyBank NA
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Westlake, Ohio
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clients and their beneficiaries. Within the relationship management team, collaborates effectively and ... Management
- Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client
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