National Director, Key Private Bank Client Service and Sales Support
$128k - $268kKeybank, National Association
Location:127 Public Square, Cleveland OhioJob SummaryReporting to the Head of Key Private Bank, the National Director of Service and Sales Support is responsible for leading the national Associate organization that enables client satisfaction, growth, and sales execution across Key Private Bank (KPB). This role oversees the delivery of a consistent, high-quality client experience by driving efficient, scalable support processes in partnership with KPB Field Teams and enterprise banking partners. The Director ensures the effective execution of fiduciary, banking, credit, planning, CRM, and sales-support activities while continuously identifying opportunities to improve processes, reduce friction, and enhance both the client and employee experience. A key focus of this role is advancing operational excellence through technology enablement, standardization, and change leadership. This leader brings deep expertise in the KPB client experience and sales process and plays a critical role in aligning service delivery with growth objectives, regulatory requirements, and enterprise standards. The Director is also accountable for building a strong talent pipeline, developing future leaders, and fostering a culture of continuous improvement, accountability, and collaboration.Essential FunctionsLead the national Associate Team with a growth mindset, emphasizing efficiency, accountability, and continuous improvement.Serve as a member of the Key Private Bank Leadership Team, contributing to strategies that advance client experience, sales effectiveness, and sustainable growth.Provide change leadership to support role evolution, process optimization, and technology adoption.Influence partners across KPB and the broader enterprise to align on client experience execution, sales processes, and compliance requirements.Oversee the execution of client service and sales-support activities to ensure a consistent, high-quality experience across markets.Partner with Field Teams on relationship management, opportunity progression, and sales execution.Strengthen sales discipline by ensuring timely, accurate movement through the sales process and reliable CRM and reporting practices.Identify and enable opportunities for Associates to support relationship expansion, referrals, and revenue growth.Coordinate client satisfaction measurement, analyze feedback, and drive action plans that improve outcomes and client advocacy.Drive standardization and optimization of Associate workflows across fiduciary, banking, credit, planning, and CRM activities.Identify inefficiencies and lead initiatives to simplify processes, improve turnaround times, and enhance scalability.Actively participate in the design and implementation of technology solutions that improve productivity, enable growth, and elevate the client experience.Ensure all activities are executed in compliance with internal policies, sales practices, and regulatory requirements.Establish clear performance expectations, provide ongoing coaching, and differentiate performance outcomes.Foster a collaborative, inclusive, and high-engagement work environment aligned with Key Values.Partner with Field leadership on talent assessment, succession planning, and workforce planning. Promote career pathing and skill development to retain and motivate top talent.Manage the cost center and oversee administrative and operational requirements for the team.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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.EducationBachelor's Degree in business related field (preferred)OR equivalent experience (required)Work Experience10 years in Private Banking, Investment Management, Trust, and/or progressive sales leadership roles. (required)SkillsDrive for results.Decisions made with the client at the center.Leading through change.Demonstrated coaching and talent development experience.Focus on process improvement and creating more efficient, productive processes.Knowledgeable in Private Banking, Investment Management, Trust, and/or progressive sales leadership roles.Operating effectively in a matrixed organization.Demonstrated ability to lead a high performing team with a focus on exceptional client service and sales.Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.Physical DemandsGeneral 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.TravelOccasional travel to include overnight stay.Driving RequirementsAbility to occasionally operate a motor vehicle with a valid driver's license.Work Location CategoryHybrid (3+ days)COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 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: 05/30/2026 KeyCorp 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 View email address on click.appcast.io.#LI-Hybrid #J-18808-Ljbffr KeyCorp
$128k - $268k
KeyCorp is seeking a National Director of Service and Sales Support in Cleveland, Ohio. This role leads the national Associate organization to ensure client satisfaction and sales execution across Key Private Bank. The successful candidate will enhance client experience...Suggested$25 - $38.46 per hour
...Job Summary The Client Relationship Associate (CRA) supports the KPB... ...providing top‑tier service. The CRA identifies... ...throughout the sales and client... ...online mobile banking, mobile deposits... ...best interests of Key’s clients and Key... ...identity, national origin, age, genetic...Private clientHourly payWork experience placementWork at officeFlexible hoursNight shift- Private Client Advisor At J.P. Morgan Chase, we have... ...customer service while maintaining... ...Your expertise will support a wide range of clients... ...the goals of the bank, while fostering a... ...integrating with key partners Demonstrated... ...religion, color, national origin, gender, sexual...Private client
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- ...Private Client Advisor At J.P. Morgan Chase... ...customer service while maintaining... ...expertise will support a wide range of... ...the goals of the bank, while fostering... ...integrating with key partners... ...religion, color, national origin, gender,... ...in credit card sales and deposit growth...Private client
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...The Corporate Banking Director is... ...development, managing client... ...public and private companies across... ...technology, business services, and... ...interests of Key's clients and... ...stakeholders to support ideas, initiatives... ...Hybrid (Sales)... ...gender identity, national origin, age,...Work experience placementWork at officeRemote workFlexible hoursNight shift- ...Associate Client Relationship Manager Merrill Wealth... ...products and services for individuals, companies... ...Merrill coupled with the banking convenience of Bank of... ...in-office culture that supports collaboration, engagement... ...Industry Knowledge. Key Qualifications for the...Work experience placementWork at officeWork from homeShift workDay shift
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...Treasury Management Sales Officer Are... ...potential clients, showcasing our... ...management products and services. Your ability... ...will be key to establishing... ...independence and support, empowering you... ...experience in banking with demonstrated... ...Real Estate, Private Banking and Business...- ...Job Summary The Private Client Advisor's focus... ...of investment services to KeyBank Mass... ...execute a consistent sales process and... ...as well as banking related, and referring... ...of Key Investment Services... ...Services solutions to support cross‑selling... ...identity, national origin, age, genetic...Private clientBank staffWork at officeImmediate startFlexible hoursNight shift
$73.8k - $182.6k
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...Private Wealth Management (PWM) Private Banking Private Wealth Management... ...retaining full service relationships with... ...banking clients. Provides advice... ...needs of clients. Supports standards for managing... ...requires National Mortgage Licensing... ...skills- Strong sales and new...Private clientTemporary workWork experience placement3 days per week$165k - $345k
...SummaryManaging Directors in Public... ...bankers with proven client relationship... ...serve as key contacts for many... ...organization’s product, sales, and service units work... ...developmental support to more junior... ...of relevant banking experience,... ...gender identity, national origin, age,...Work at officeRemote workFlexible hoursNight shift$18.75 - $25 per hour
...Specialist is responsible for supporting pricing activities for investments held by Key Private Bank clients on our accounting system,... ...Provide proactive client service Work in a team environment... ...orientation, gender identity, national origin, age, genetic information...Private clientHourly payWork experience placementWork at officeWork from homeHome officeFlexible hours2 days per week$105k - $150k
BDO USA in Cleveland, Ohio is looking for a Private Client Services Tax Manager to oversee tax compliance and consulting for high net-worth individuals and families. The candidate will manage engagements, review tax returns, and supervise associates. The role requires a...Private client- ...subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and... ...state income/franchise, sales/use, and other indirect... ...compliance expectations. Support clients in navigating...Work at officeLocal area
$47k - $50k
...ensuring high levels of client, customer and... ...Towne Park location. Key responsibilities... ...delivery of guest/patient services; hiring, training,... ...labor resources to support service delivery... ...and point‑of‑sale applications Must... ...religion, age, sex, national origin, disability...Hourly payTemporary workWork experience placementLocal areaAll shiftsShift work$30.29 - $46.15 per hour
...professionals to deepen their banking relationships by... ...solutions that support their personal and... ...products and services. Relationship... ...interactions using sales management tools.... ...best interests of Key's clients and Key. Education... ...gender identity, national origin, age,...Hourly payWork experience placementWork at officeFlexible hoursNight shift- A financial services company is seeking an Insurance Account Executive to manage high-net-worth personal lines accounts. The ideal candidate will deliver exceptional client service and handle complex risk exposures. Responsibilities include managing client portfolios,...Private clientRemote work
$133.2k - $235k
About the Role At Bank of America, we... ...for our clients, teammates, communities... ...talent, supporting our teammates’... ...commercial card services by complementing... ...Group Treasury Sales Officer (TSO) is... ...dialogues around key client centric... ...Healthcare and Private Higher Education...Work experience placementWork at officeFlexible hoursShift workDay shift$121.9k - $262.1k
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$121.9k - $262.1k
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$93k - $98k
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...principles has garnered national recognition for our... .... 5000 Fastest-Growing Private Companies in America (2... ...these days to accommodate client meetings, team syncs and... ..., SFTP, posting rules, bank connectivity),... ...consulting or professional services delivery. Hands on Kyriba...Work experience placementWork at officeRemote workFlexible hours- ...RESOURCES MANAGER, HUNTINGTON BANK FIELD - HOME OF THE... ...Field plays a critical role in supporting a dynamic, high-volume sports... ...Regional Human Resources Director on key initiatives that drive customer... ...high level of customer and client service with demonstrated...Full timePart timeFor contractorsSeasonal workLocal areaFlexible hoursNight shift
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