Angie Aker
Vice President, Relationship Manager at Key Private Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Heather Corbin
Without a doubt, Angie has the best follow through of anyone I know. She is very knowledgable and always tries to find the best fit for her clients. She is a dedicated worker and trustworthy.
Heather Corbin
Without a doubt, Angie has the best follow through of anyone I know. She is very knowledgable and always tries to find the best fit for her clients. She is a dedicated worker and trustworthy.
Heather Corbin
Without a doubt, Angie has the best follow through of anyone I know. She is very knowledgable and always tries to find the best fit for her clients. She is a dedicated worker and trustworthy.
Heather Corbin
Without a doubt, Angie has the best follow through of anyone I know. She is very knowledgable and always tries to find the best fit for her clients. She is a dedicated worker and trustworthy.
Credentials
-
Certified Wealth Strategist
Cannon Financial InstituteFeb, 2020- Oct, 2024
Experience
-
Key Private Bank
-
United States
-
Banking
-
200 - 300 Employee
-
Vice President, Relationship Manager
-
Mar 2020 - Present
-
-
Associate Relationship Manager
-
Jan 2019 - Mar 2020
Responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals. Employs and maintains a disciplined approach to the client review process. Engages and/or coordinates advisory team based on client needs.
-
-
-
KeyBank
-
United States
-
Banking
-
700 & Above Employee
-
Key4Women Dayton Co-Chair
-
Jan 2020 - Present
-
-
-
Chase
-
United States
-
Financial Services
-
700 & Above Employee
-
Vice President
-
Jul 2016 - Jan 2019
-
-
-
KeyBank
-
United States
-
Banking
-
700 & Above Employee
-
KeyCenter Manager
-
Sep 2010 - Jul 2016
Responsible for client retention, new client development and growing market share.
-
-
Relationship Manager for Key@Work Program
-
Nov 2009 - Sep 2010
Head an employee benefit program for the employees of various companies in the Dayton and Springfield market.
-
-
Sr. Service Officer
-
Jan 2006 - Mar 2010
Focuses on service issues for new and existing clients within the portfolio of businesses with annual sales from $1 to $10 million. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working with the Relationship Managers as the trust advisor, managing the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Show less
-
-
Lead Teller
-
Jun 1997 - Jan 2006
Primary troubleshooter for problems and complex client service needs incurred at the teller line. Assists with day to day scheduling and staffing issues. Performs the duties of a Teller: contact for new and existing clients of the Bank in transacting accounts and uncovering sales opportunities; processes all financial transactions; resource in identifying client servicing issues so that resolution can occur and the client is retained. Responsible for operational compliance, security and audit procedures. Enhances client relationships with Key by providing distinctive quality service. Looks for sales opportunities by uncovering financial needs and ensuring that the client is communicated with for possible product opportunities. Show less
-
-
-
-
Department Manager
-
Oct 1996 - Jun 1997
-
-
Community
