Healthcare Associate Relationship Manager
KeyBank is a financial services company seeking a Healthcare Associate Relationship Manager to support their Healthcare Sales team. This role focuses on engaging medical professionals, generating leads, and assisting in the development of banking relationships while learning consultative sales techniques.
Responsibilities
- Conduct outbound calls, emails, and digital outreach to medical professionals to introduce banking products and schedule discovery conversations
- Source and qualify leads using internal lead lists, CRM tools, and market research
- Participate in client needs assessments alongside Healthcare Relationship Managers
- Support development of basic banking solutions proposals (checking, savings, credit cards, etc.)
- Provide exceptional service by responding to client inquiries and coordinating follow ups
- Maintain accurate documentation of all interactions in CRM systems
- Assist in preparing materials for client meetings and presentations
- Track progress against activity goals and contribute to team sales objectives
- Partner internal support and financial advisors to ensure seamless client experience
- Escalate licensed product needs (investment services, insurance) to licensed personnel
- Build foundational understanding of healthcare sector financial needs
- Maintain awareness of banking products, policies, and compliance processes
- 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
Skills
- High School Diploma or GED
- Strong communication, interpersonal, and time management skills
- Motivation to achieve activity-based goals and contribute to team sales outcomes
- Comfort with outbound calling and digital prospecting
- CRM proficiency and ability to learn new systems quickly
- Curiosity about the healthcare sector and financial services
- Ability to occasionally operate a motor vehicle with a valid driver's license
- Bachelor's Degree
- 1+ years of experience in customer service, sales support, outbound calling, or financial services
- Experience interacting with professionals or high net worth clients
- Interest in pursuing future licensing (FINRA SIE, Series 6, 63, state insurance licenses)
Company Overview