KeyBank · 4 hours ago
Relationship Manager
New York, NY
Full-time
Hybrid
Mid, Senior Level
$116K/yr - $216K/yr
5+ years expKeyBank is a financial services company seeking a Relationship Manager for their Commercial Banking division. This role serves as a primary point of contact for commercial clients, focusing on business development and driving financial performance through effective cash management and credit solutions.
Banking
Responsibilities
Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters
Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry
Manage strategic issues including, but not limited to raising capital, regulatory compliance, ownership transition planning, M&A and revenue cycle management
Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more
Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services
Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network
Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively 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 profitability of assigned portfolio by effectively selling the value Key provides
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
Bachelor's Degree in accounting, finance, or related field or equivalent experience
5+ years of financial services related experience
Prioritizing the needs, goals, and success of clients in every decision and interaction, ensuring tailored and responsive service
Making decisions that reflect high ethical standards, balancing client needs with regulatory and organizational responsibilities
Taking ownership of decisions, actions, and outcomes, and holding oneself and others responsible for delivering results
Analyzing complex problems and data to develop logical, well-reasoned solutions that support client and business objectives
Understanding the financial, operational, and strategic drivers of commercial organizations to provide relevant and impactful banking solutions
Effectively using customer relationship management systems to track interactions, manage pipelines, and support relationship development
Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals
Possessing deep knowledge of commercial banking products and services, and how they apply to the unique needs of 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
Preferred
Master's Degree
1+ years formal commercial credit training & experience from a bank or financial institution
1+ years 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 with a proven understanding of the importance of balancing business development and asset quality
Strong track record of achieving performance targets
Involvement in relevant boards and/or industry organizations
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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