Top 53 Private banking Jobs in Tarrytown, Ny

Key Private Bank Client Relationship Associate
KeyBank National Association —Tarrytown, NY
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
12d
US Private Bank - Employee & Client Experience - Program Manager - Associate
JPMorganChase —New York, NY
- $62,500 - $100,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Private Wealth Advisor / Financial Planner (Top-Ranked Training)
Northwestern Mutual —New York, NY
- $78,000 - $168,000 a year
- Full-time
- Background check
- Sales
- Office
- Disability insurance
- Health insurance
Quick Apply
Associate Private Banker
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- 3 years
2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- US work authorization
Analyst, Debt Capital Markets, Investment Banking (Private Placement Team)
CIBC —New York, NY
- $115,000 - $135,000 a year
- Extended hours
- Writing skills
- Research
- Office
- Health savings account
- Health insurance
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate
JPMorganChase —New York, NY
- $114,000 - $165,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Office
- US work authorization
- Organizational skills
Private Banker
East West Bank —New York, NY
- $65,000 - $180,000 a year
- Full-time
- Word processing
- Research
- Mid-level
- Opportunities for advancement
Licensed Private Client Banker
KeyBank National Association —White Plains, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Private Client Advisor
Key Investment Services, LLC —Cortlandt Manor, NY
- $62,400 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
9d
Vice President Business Development - JPMorgan Private Client
JPMorganChase —New York, NY
- $116,000 - $185,000 a year
- Full-time
- Continuous improvement
- Quality control
- Senior level
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Assoc. Private Client Advisor
Key Investment Services, LLC —Pearl River, NY
- $62,400 a year
- Urgently hiring
- Research
- Mid-level
- Office
Key Private Bank Sr Relationship Manager
KeyBank National Association —Tarrytown, NY
- $112,000 - $210,000 a year
- Full-time
- Hybrid work
- CPA
- Data analysis skills
- Office
Commercial Private Banker
BankUnited, N. A. —New York, NY
- $120,000 - $185,000 a year
- Mid-level
- Office
- Finance
Investment Banking - M&A Private Capital Advisory - Structuring Associate
JPMorganChase —New York, NY
- $175,000 a year
- Full-time
- Office
- Mentoring
- Senior level
- Health insurance
- Tuition reimbursement
2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Spanish
- Sales
- Research
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Executive Director of Creative Technology & Experience -Private Bank
JPMorganChase —New York, NY
- $152,000 - $245,000 a year
- Full-time
- Senior level
- Leadership
- Health insurance
- Tuition reimbursement

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Key Private Bank Client Relationship Associate

KeyBank National Association -
Tarrytown, NY

Apply Now

Job Details

Full-time
$25.00 - $38.46 an hour
12 days ago

Qualifications

Electronic fund transfers
Data quality checks
Customer records maintenance
Investment advisory support
Wire transfer payment processing
Confidential information handling
Customer relationship building
Phone communication
Software support
Data quality assurance
Service scheduling
Sales needs analysis
Bank transfers
Promoting bank products
Team scheduling
Financial client presentations
Mid-level
3 years
Managing clients in a customer support role
Sales presentations
Data quality management
Client database systems
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Continuous improvement
Client services
Risk management
Sales management systems proficiency
Client retention strategy

Full Job Description

Location:

660 White Plains Road, Tarrytown New York

Job Summary
The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.

Responsibilities

Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods.
Follows up after client meetings on takeaways and next steps.
Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities.
Coordinate officer transitions when team members transition on or off the KPB sales team.
Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
Works with team to plan and manage client events, attending as needed.
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 (preferred)

Experience Qualifications

3 years related work experience or equivalent combination of work/educational background (required)

Tactical Skills

General knowledge of financial services and wealth management.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases, and systems.
Proficient in all Microsoft Office Applications.

Personal Skills

Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
Digital Awareness: The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization
Empathy: Discusses others’ point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns
Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving
Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally

Practical Skills

Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management

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.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. 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 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: 08/20/2026 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 [email protected].

#LI-Hybrid

Apply Now

Refine Your Search

private banking jobs in tarrytown, ny

Key Private Bank Client Relationship Associate

US Private Bank - Employee & Client Experience - Program Manager - Associate

Private Wealth Advisor / Financial Planner (Top-Ranked Training)

Associate Private Banker

2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)

Analyst, Debt Capital Markets, Investment Banking (Private Placement Team)

Product Designer, Advisor Experience - Private Bank Digital, Senior Associate

2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank

Private Banker

Licensed Private Client Banker

Private Client Advisor

Vice President Business Development - JPMorgan Private Client

J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY

Assoc. Private Client Advisor

Key Private Bank Sr Relationship Manager

Commercial Private Banker

Investment Banking - M&A Private Capital Advisory - Structuring Associate

2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst

Private Client Group Support Associate

Executive Director of Creative Technology & Experience -Private Bank

I want to receive the latest job alert for private banking in tarrytown, ny

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