[Hiring] Business Banking Virtual Relationship Manager @KeyBank

Role Description

The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' needs and become their trusted advisor.

• Develop strategic relationships with key lines of business to effectively refer business and leverage partnerships.
• Engage partners to mitigate client run-off within the portfolio.
• Maintain and manage an assigned client portfolio of Business Banking Small Business clients to grow and retain banking relationships.
• Proactively call on assigned clients within set intervals to address service or business-related needs.
• Promote and cross-market products and services to clients.
• Make joint calls with partners to enhance selling skills and uncover consumer 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 the client portfolio to ensure compliance.
• Embrace a virtual team model to enhance the professional atmosphere leading to a successful sales environment.
• Strategically manage unprofitable and/or anticipated exiting client relationships.
• Perform other duties as assigned; responsibilities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally, conducting business ethically, and avoiding conflicts of interest.

Qualifications

• Associate's degree or equivalent experience (required).
• A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required).
• A minimum of 1 year of extensive financial services experience in business/commercial banking (required).
• Small Business lending experience (required).

Requirements

• Ability to build trust by taking a client-centric approach.
• Deploy a long-term, innovative approach to problem-solving and decision-making with clients.
• Demonstrate expertise within defined industry or geography and within product set.
• Exhibit a relentless focus on creating and driving revenue growth and generating results.
• Understand financial, operational, and strategic drivers of client organizations to provide relevant banking solutions.
• Use structured sales methodologies without losing sight of the client and environment.
• Understand Key’s risk culture and effectively manage 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.

Benefits

• This position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 per hour.
• Compensation for this role includes incentive compensation which may include production, commission, and/or discretionary incentives.
• Key has implemented an approach to employee workspaces prioritizing in-office presence while providing flexible options for mobile environments.

Company Description

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other characteristic protected by law.