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Bank Relationship Manager Jobs (NOW HIRING)

Community Bankshares, Inc.

As Premier & Private Bank Relationship Manager, you will be the main point of contact for a select group of the Bank's affluent clients. You will be responsible for a variety of tasks including ...

Bankmw

As Premier & Private Bank Relationship Manager, you will be the main point of contact for a select group of the Bank's affluent clients. You will be responsible for a variety of tasks including ...

Citizens State Bank

Relationship Manager

Durango, CO · On-site

Citizens State Bank is opening its Durango branch in August 2026 and is seeking a Relationship Manager to help establish our presence in Southwest Colorado. This is a relationship-first, business ...

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How much do bank relationship manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for bank relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What does a bank relationship manager do?

A Bank Relationship Manager is responsible for building and maintaining strong relationships with bank clients, including individuals and businesses. Their main duties involve understanding clients' financial needs, offering tailored banking solutions, and ensuring customer satisfaction. They often act as the primary point of contact for clients, assisting with account management, loans, investments, and other banking products. By providing personalized financial advice, they help clients achieve their financial goals while also supporting the bank's business growth.

What are the key skills and qualifications needed to thrive as a bank relationship manager?

To thrive as a Bank Relationship Manager, you need a solid background in finance or business, strong analytical abilities, and typically a bachelor's degree in a related field. Familiarity with customer relationship management (CRM) systems, banking products, and sometimes certifications such as Certified Financial Planner (CFP) are valuable. Outstanding interpersonal skills, negotiation abilities, and a client-focused approach help build lasting relationships and trust. These skills are crucial for effectively managing client portfolios, meeting financial targets, and ensuring client satisfaction in a competitive banking environment.

What are the main challenges bank relationship managers face when managing a portfolio of clients?

Bank Relationship Managers often face the challenge of balancing the needs of a diverse client portfolio while meeting sales and service targets. They must stay updated on financial products and regulations, which can change frequently, and tailor solutions to each client's unique circumstances. Additionally, they are expected to build long-term relationships, resolve client concerns efficiently, and collaborate closely with internal teams such as credit analysts and product specialists. Effective time management and strong communication skills are crucial for success in this dynamic environment.

Is being a bank relationship manager a stressful job?

Bank relationship managers often face stress due to managing client expectations, meeting sales targets, and handling complex financial transactions. The role requires strong communication skills, attention to detail, and the ability to work under pressure, especially during busy periods or when resolving client issues.

What cities are hiring for Bank Relationship Manager jobs?

Cities with the most Bank Relationship Manager job openings:

What states have the most Bank Relationship Manager jobs?

States with the most job openings for Bank Relationship Manager jobs include:

What are popular job titles related to Bank Relationship Manager jobs?

For Bank Relationship Manager jobs, the most frequently searched job titles are:

Bank Relationship Manager jobs near you
Infographic showing various Bank Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Key Private Bank Relationship Manager

Westlake, OH • On-site

KeyBank
Banking and Credit Intermediation • 10K+ employees
Learn more about KeyBankexternal

Full-time

Re-posted 7 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

Job description

Location:
166 Crocker Park Boulevard, Westlake Ohio
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 by 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 Key Bank client relationships.
Responsibilities
  • 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 planning strategists, based on complexity of the relationship.
  • Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
  • Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
  • Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
  • Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications
  • Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications
  • Minimum of 5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications
  • FINRA Series 7 and 66 (or 63 & 65) (preferred)
  • Certified Financial Planner (CFP) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)
  • Certified Public Accountant (CPA) (preferred)
  • Chartered Financial Analyst (CFA) (preferred)
  • Certified Wealth Strategist (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)

Tactical Skills
  • Ability to build trust by taking a client centric approach
  • Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
  • Demonstrated in depth knowledge of financial products and banking regulations
  • Demonstrated strong client advisory skills
  • Demonstrated experience with and broad understanding of personal and commercial financial statements
  • Proven experience with and comprehensive understanding of consumer and commercial lending
  • Excellent verbal and written communication skills
  • Proficient in personal computer applications to drive results

Personal Skills
  • Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
  • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
  • Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
  • Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
  • Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
  • Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
  • Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities

Practical Skills
  • Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
  • Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 06/26/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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