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KeyBank

Provides banking, loans, and financial services

Relationship Manager - Commercial

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeAkron, OH, USA

About the Job

Requirements

  • A bachelor's degree in accounting, finance, or a related field, or equivalent experience.
  • At least 5 years of financial services-related experience.
  • Prioritize clients’ needs, goals, and success in decisions and interactions, providing tailored and responsive service.
  • Make decisions reflecting high ethical standards while balancing client needs with regulatory and organizational responsibilities.
  • Take ownership of decisions, actions, and outcomes, and hold oneself and others responsible for delivering results.
  • Analyze complex problems and data to develop logical, well-reasoned solutions that support client and business objectives.
  • Understand the financial, operational, and strategic drivers of commercial organizations to provide relevant banking solutions.
  • Use customer relationship management systems to track interactions, manage pipelines, and support relationship development.
  • Engage clients in meaningful dialogue to uncover needs and deliver customized financial solutions aligned with their needs and the bank’s capabilities and strategic goals.
  • Have deep knowledge of commercial banking products and services and their application to commercial clients.
  • Systematically evaluate the likelihood and impact of risks and identify leading indicators to support informed decision-making and protect the client’s and bank’s interests.
  • Demonstrate Key’s Values and abide by Key’s Code of Conduct.
  • Be able to perform general office physical demands, including prolonged sitting, face-to-face or telephone communication, frequent computer use, and occasional lifting, pushing, or pulling of bags weighing up to 10 pounds.
  • Have a valid driver’s license and be able to operate a motor vehicle.

Responsibilities

  • Serve as a trusted advisor and business partner to clients, acting as the commercial banking client expert and primary contact for most client-related matters.
  • Drive focused growth and business development by building and maintaining a clear, holistic understanding of clients’ and prospects’ businesses and industries.
  • Manage strategic issues, including raising capital, regulatory compliance, ownership transition planning, mergers and acquisitions, and revenue cycle management.
  • Educate clients on the bank’s expertise and capabilities in core product areas, including cash management, derivatives, and equipment finance.
  • Identify cross-sell opportunities and collaborate with community bankers and product specialists to structure, coordinate, and sponsor credit and non-credit products and services.
  • Maintain active prospecting efforts, including identifying, qualifying, and calling prospects, and develop an active Center of Influence referral network.
  • Continuously improve functional, technical sales, and credit expertise and transfer knowledge to team members; partner with Credit Officers as the first-level sponsor for credit decisions.
  • Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
  • Maximize the profitability of the assigned portfolio by effectively selling the value the bank provides.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.
  • Travel occasionally, including overnight stays, and potentially drive to multiple locations in a single day.

Desired Qualifications

  • A master's degree.
  • At least 1 year of formal commercial credit training and experience at a bank or financial institution.
  • At least 1 year of high-performing experience providing financial expertise, counsel, and customized solutions to commercial clients in emerging-to-middle-market revenue brackets.
  • Experience working in relationship management teams and understanding the importance of balancing business development and asset quality.
  • A strong track record of achieving performance targets.
  • Involvement in relevant boards and/or industry organizations.

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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