Key Private Banking Portfolio Management Associate - Portland, OR - Key Bank - Portland, OR

Key Private Banking Portfolio Management Associate - Portland, OR - Key Bank - Portland, OR -

Key Private Banking Portfolio Management Associate – Portland, OR
Key Bank 607 evaluations – Portland, OR

Present portfolio management and funding help to allow assigned Portfolio Supervisor(s) to successfully handle accounts whereas sustaining an optimum degree of shopper service. Present administrative, operational and documentation help to assigned Portfolio Supervisor(s). Determine and capitalize on alternatives to increase and retain shopper relationships.

ESSENTIAL JOB FUNCTIONS: Present help to assigned Portfolio Supervisor(s): – Carry out day- to- day features on assigned bigger, extra complicated accounts precisely and by crucial deadlines together with reviews, correspondence, technical paperwork, and particular tasks as requested. – Put together shopper and enterprise improvement shows. – Get hold of and compile info from inner/exterior sources to help Portfolio Supervisor within the supply of high quality shopper service. – Set up and keep orderly document holding system making certain upkeep of confidential account information and particular stories. – Present phone protection within the absence of the portfolio supervisor. – Analyze account issues and advocate options as applicable. – Present back- up for different associates/assistants. – Help Portfolio Managers with planning shopper conferences and document exercise in CE desktop. – Execute safety transactions for PM’s as required and comply with up on commerce settlement and bond maturities. Construct and keep robust shopper contact: – Determine shopper wants and income enhancement alternatives. – Might function main contact for some account relationships. – Comply with- up on shopper points and relay info to shoppers via correspondence, phone communications and conferences. – Resolve shopper requests, refer complicated inquiries to the Portfolio Supervisor and doc shopper interactions as wanted. Actively take part on the Portfolio Management staff: – Help with coaching of latest Portfolio Management Associates. – Present again up for different associates/assistants. – Function a useful resource for the staff on recognized processing conditions or different tasks as wanted. – Construct and keep efficient working relationships with different group members to make sure top quality and well timed administration of assigned fiduciary accounts.

REQUIRED QUALIFICATIONS: – Highschool diploma or equal. – A minimal of 1- 2 years associated work expertise or equal mixture of labor/instructional background. – Basic information/understanding of funding and/or monetary and/or fiduciary services. – Demonstrated proficiency and effectiveness in customer support, communications, drawback fixing and organizational expertise (together with consideration to element). – Potential to conduct analysis and resolve points. – Capability to work together successfully in a staff surroundings. – Means to study and use proprietary software program databases and techniques. – Proficiency in all Microsoft Workplace purposes.

FLSA STATUS: Non-Exempt

KeyCorp is an Equal Alternative and Affirmative Motion Employer dedicated to partaking a various workforce and sustaining an inclusive tradition. All certified candidates will obtain consideration for employment with out regard to race, shade, faith, intercourse, sexual orientation, gender id, nationwide origin, incapacity, or veteran standing.

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