KeyBank este o companie de servicii bancare și financiare complete, care deservește persoane fizice, întreprinderi mici și instituții mari. Oferta sa include servicii bancare pentru persoane fizice și companii, împrumuturi, credite ipotecare, carduri de credit, administrarea patrimoniului, servicii de investiții și linii de credit, susținute de instrumente de banking online și mobil. KeyBank oferă, de asemenea, resurse pentru bunăstarea financiară, concepute pentru a-i ajuta pe clienți să își dezvolte abilități practice de gestionare a banilor, să își abordeze datoriile și să lucreze pentru atingerea obiectivelor lor financiare.
Business Banking Relationship Manager - KeyBank, Goshen NY Hybrid
Lead client relationships, commercial lending, credit processes, and business development for KeyBank’s Business Banking clients. Advise organizations on banking solutions while managing portfolio risk and identifying growth opportunities.
Descriere
- Manage Business Banking client relationships as a relationship manager and financial advisor
- Present core Business Banking products, specialized capabilities, and integrated financial solutions
- Develop new relationships while expanding and retaining existing client partnerships
- Serve as the primary contact and trusted advisor for most client-related needs
- Support growth by analyzing clients’ businesses, industries, data, and market trends
- Explain KeyBank solutions such as cash management, payments, and equipment finance
- Identify and qualify prospects, conduct outreach, and build a Center of Influence referral network
- Coordinate cross-functional teams to address client needs and uncover cross-selling opportunities
- Strengthen functional, technical, sales, and credit expertise while sharing knowledge with teammates
- Work with Credit as the initial sponsor for credit decisions
- Lead and contribute to underwriting, deal structuring, and portfolio management activities
- Own portfolio issues and activities while supporting asset quality and accurate risk evaluations
- Follow KeyBank policies and procedures and operate with integrity
Cerințe
- Bachelor’s degree or equivalent professional experience
- At least three years of experience in small-business or commercial lending
- At least one year of cross-selling experience with a record of meeting or exceeding challenging sales targets
- Ability to earn client trust through a client-focused approach
- Expertise in a defined industry or geographic market and relevant product portfolio
- Understanding of the financial, operational, and strategic factors influencing client organizations
- Proficiency with structured sales methodologies, principles, and practices
- Ability to evaluate and manage risk-reward trade-offs effectively
- Strong communication skills for in-person, phone, teammate, and client interactions
- Willingness to travel occasionally, including overnight trips
Beneficii
- Eligibility for incentive compensation, which may include production-based, commission, or discretionary awards
- Flexible workspace options for roles that can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans