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KeyBank · 1 day ago

Business Banking Virtual RM

Home, KS

Full-time

Hybrid

Entry Level

$26.92/hr - $40.87/hr

1+ years exp

KeyBank is seeking a Business Banking Virtual Relationship Manager who actively manages a portfolio of clients within the Business Banking segment. The role involves building relationships, promoting financial products, and ensuring client retention while providing exceptional service and support.

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

Small Business lendingFinancial services experienceCustomer service skillsClient-centric approachSales methodologiesFinancial analysisRelationship managementRisk managementProblem-solvingCommunication skills

Required

Associate's degree or equivalent experience

A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills

A minimum of 1 year of 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

Small Business lending experience