Healthcare Associate Relationship Manager

Location:

Job Summary
Support the Healthcare Sales team by engaging medical professionals, generating new leads, and contributing to the development of strong banking relationships. This role focuses on prospecting, customer engagement, and pipeline support. The Associate works closely with senior team members to learn consultative sales techniques and the unique financial needs of healthcare professionals.

Essential Functions

• 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.

Education

• High School Diploma or GED (required)
• Bachelor's Degree (preferred)

Work Experience

• 1+ years of experience in customer service, sales support, outbound calling, or financial services (preferred)
• Experience interacting with professionals or high net worth clients (preferred)

Licenses and Certifications

• Interest in pursuing future licensing (FINRA SIE, Series 6, 63, state insurance licenses) - preferred

Skills

• 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.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

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 occasionally operate a motor vehicle with a valid driver's license.

Work Location Category- Hybrid (Sales

COMPENSATION AND BENEFITS

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.

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.