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KeyBank

Provides banking, loans, and financial services

Business Banking Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeHartford, CT, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • At least 3 years of experience in a small business or commercial lending environment is required.
  • At least 1 year of experience cross-selling products and a track record of meeting or exceeding aggressive sales goals is required.
  • Ability to build trust through a client-centric approach.
  • Ability to use a long-term, innovative approach to client problem solving and decision-making to build relationships and generate solutions.
  • Expertise within a defined industry or geography, including a vertical or sub-vertical, and within the relevant product set.
  • Understanding of the 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 KeyBank's risk culture and ability to manage risk-reward trade-offs.
  • Ability to communicate face-to-face and by phone, and to use a PC or laptop; occasional lifting, pushing, or pulling of bags weighing up to 10 pounds may be required.

Responsibilities

  • Serve as clients' trusted financial advisor and business partner, acting as the Business Banking subject-matter expert and primary contact for most client-related matters.
  • Drive growth and business development by developing a holistic understanding of clients' or prospects' businesses and industries and analyzing relevant business and industry trends.
  • Educate clients on KeyBank's capabilities and how its products, including cash management, payments, and equipment finance, can benefit their businesses.
  • Prospect actively by identifying and qualifying prospects, making calls, and developing a Center of Influence referral network.
  • Assemble cross-functional teams to respond to customer requests, bring in expert teams when appropriate, and identify cross-selling opportunities.
  • Continuously improve functional, technical, sales, and credit expertise; share knowledge with team members and partner with Credit as the first-level sponsor for credit decisions.
  • Lead and participate in credit processes and take ultimate accountability for portfolio activities and issues, including underwriting, structuring, portfolio management, asset quality, and accurate risk assessment.
  • Comply with KeyBank policies and procedures, conduct business ethically and professionally, avoid conflicts of interest, and act in clients' and KeyBank's best interests.
  • Perform other duties as assigned; responsibilities and activities may change or new ones may be assigned.

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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