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KeyBank · 1 day ago

Team Lead Business Banking Relationship Manager

Tacoma, WA

Full-time

Onsite

Mid, Senior Level

$94K/yr - $175K/yr

3+ years exp

KeyBank is a financial institution that is seeking a Team Lead Business Banking Relationship Manager. The role focuses on coaching a team of Business Banking Relationship Managers, acquiring new clients, and expanding existing client relationships by delivering tailored financial solutions and promoting a broad array of financial products and services.

Banking

Hiring Manager

Yvette Fulton

Responsibilities

Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads

Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client’s comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings

Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities

Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline

Conduct team meetings to distribute line of business information and share best practices

Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed

Support initiatives defined through market activities (i.e. Team to Win)

Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products

Employs a disciplined approach to prospecting; documents calling efforts

Builds client referral pipeline via identification and development of internal and external centers of influence

Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community

Proactively provides client solutions by contacting leads identified in the Desktop

Develops a comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings

Delivers distinctive service by completing annual relationship reviews with all “focus” clients, consistently updates the Desktop with current client data, call summaries, etc

Brings other Key business partners to the table to deepen the relationship

Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact

Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities

Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale

Functions as client’s credit sponsor with Business Service Center to facilitate the underwriting process and credit approval

Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred

Ensures ongoing contact with new clients to enhance client’s initial experience with Key

Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals

Provides feedback to corporate partners regarding new product development

Coaches Branch employees to enhance Business Banking selling skills/ knowledge

Qualification

Commercial lending experienceSalesBusiness developmentFinancial products knowledgeCustomer service skillsBusiness acumenPresentation skillsCoaching skillsProcess managementAction orientedDrives for resultsNegotiating skillsOrganizational skills