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KeyBank

Provides banking, loans, and financial services

Business Banking Relationship Manager

Retail & Commercial BankingPosted on Nov 12
Full-timeSeattle, WA, USA

About the Job

Requirements

  • A Bachelor's degree or equivalent experience is required.
  • A minimum of 3 years' experience in a small business or commercial lending environment is required.
  • A minimum of 1 year of experience cross-selling products is required, along with an ability and track record to meet or exceed aggressive sales goals.
  • Ability to build trust by taking a client-centric approach.
  • Ability to use a long-term, innovative approach to problem solving and decision-making with clients to build relationships and generate solutions.
  • Expertise within a defined industry or geography and product set.
  • Understanding of financial, operational, and strategic drivers of client organizations to provide relevant banking solutions.
  • Ability to use structured sales methodologies, principles, and practices while considering the client and environment.
  • Understanding of Key's risk culture and ability to manage risk/reward trade-offs.

Responsibilities

  • Serve as a trusted financial advisor and business partner to clients, acting as the Business Banking client expert and primary contact for most client-related matters.
  • Drive focused growth and business development by developing a holistic understanding of client or prospect businesses and industries and analyzing data and relevant trends.
  • Educate clients on Key's capabilities and how its products, including cash management, payments, and equipment finance, can support their businesses.
  • Maintain active prospecting efforts, including identifying, qualifying, and calling prospects, and develop an active Center of Influence referral network.
  • Assemble cross-functional teams to respond to customer requests, bring in teams of experts when needed, and identify cross-sell opportunities.
  • Continuously improve functional and technical sales and credit expertise and transfer this knowledge to team members.
  • Partner with Credit as the first-level sponsor for credit decisions.
  • Lead and participate in credit processes and assume accountability for portfolio activities and issues, including underwriting, structuring, and portfolio management, while ensuring sound asset quality and accurate risk assessment.
  • Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients' and Key's best interests.
  • Perform other duties as assigned; duties and activities may change or new ones may be assigned.
  • Travel occasionally, including overnight stays.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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