KeyBank · 7 hours ago
Relationship Officer, Commercial Banking
KeyBank is a financial services company, and they are seeking a Relationship Officer for their Commercial Banking division. This role involves supporting the Commercial Banking Relationship Team by managing client service requests and ensuring compliance with banking regulations.
Banking
Responsibilities
Coordinates set-up of new and maintenance or closing of existing deposit accounts
Works in tandem with Relationship Managers, Credit partners and NSF team to ensure daily resolution to client’s overdrafts and insufficient funds
Partnership with Business Partners throughout the organization
Works closely with multiple partners including relationship team, operations partners, client and other 3rd party partners
Works to resolve loan/fee payment delinquencies
Determines appropriate course of action and directs resources to collect payment or otherwise clear delinquent status
General product knowledge and ability to identify referral opportunities for partner products and services
Responds to routine and complex client inquiries and resolves/refers to appropriate support partners
Submits service requests for DDA or general service needs
Coordinates follow-up with internal partners and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests
Promptly provides requested information for GRC testing and other internal/ external audits
Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations, including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence
Adheres to and supports Key’s compliance culture
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
General Location: Columbus, OH or Akron, OH market required
Hybrid Requirement (if within specific cities): Selected candidate is expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location) within the Columbus/Akron, OH market
Hours: 8-5pm EST
Bachelor's Degree or equivalent experience (required)
1+ years previous experience with commercial banking support functions (required)
Proficient in the setup, maintenance, and closure of commercial deposit accounts and resolution of loan-related servicing issues
Ability to respond promptly and accurately to internal and external audit requests, including GRC testing and compliance reviews
Manages routine and complex client inquiries and service requests end-to-end, ensuring timely resolution and coordinated follow-up with internal partners
Identifies and executes appropriate actions to resolve loan and fee delinquencies, including directing internal resources
Works effectively with internal teams to deliver seamless client service
Ensures precision in account setup and maintenance, minimizing errors and ensuring data integrity across systems
Maintains general knowledge of bank products and services, identifying opportunities for client referrals/cross-sell opportunities to appropriate partners
Familiarity with treasury solutions such as cash management, liquidity services, and payment systems to support commercial clients
Working knowledge of process optimization methodologies to enhance client service and operational efficiency
Understanding and adherence to the bank's Bank Secrecy Act and Anti-Money Laundering program requirements
Strong grasp of applicable federal, state, and banking compliance regulations relevant to commercial banking
Minimum two years of experience or equivalent understanding of commercial lending principles, products, and client needs
Ability to occasionally operate a motor vehicle with a valid driver's license
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-08-28
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