KeyBank · 1 day ago
Business Banking Virtual Relationship Manager
New York, United States
Full-time
Hybrid
Entry Level
$26.92/hr - $40.87/hr
1+ years expKeyBank is a financial services company seeking a Business Banking Virtual Relationship Manager to actively manage a portfolio of clients within the Business Banking segment. The role focuses on building client relationships, promoting financial products, and ensuring client retention through effective service and communication.
Banking
Responsibilities
Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s)
Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs
Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact
Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities
Review financial statements, assess credit lines, and renew loans
Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities
Aggressively maintain client retention and mitigate profitable client run-off
Responsible for various operational tasks while acting as a bank advocate and advisor to the client
Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance
Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment
Strategically manage unprofitable and/or anticipated exiting client relationships
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Qualification
Required
Associate's Degree or equivalent experience (required)
A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required
A minimum of 1 year experience in extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required
Small Business lending experience required
Ability to build trust by taking a client-centric approach
Deploys a long-term, innovative approach to problem-solving and decision-making with clients to build the relationship and generate solutions
Demonstrates expertise within defined industry or geography (vertical/sub-vertical) and within product set
Exhibits a relentless focus on creating and driving revenue growth and generating results
Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions
Uses structured sales methodologies, principles, and practices without losing sight of the client and environment
Understands Key's risk culture and effectively manages risk/reward trade-offs
Maintain and nurture client relationships through regular communication and financial advice
Understand and promote various banking products and services to meet client needs
Independently package and present credit deals, ensuring thorough analysis and compliance with lending policies
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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