Location:
127 Public Square Cleveland Ohio 44114
Job Description Preview
Job Summary
Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs introducing a full range of core Business Banking products differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships at the upper end of the Business Banking segment. Our bankers are expected to demonstrate strong risk management acumen including complex credit operational and compliance risks to act as first line of defense in adhering to KeyBanks profitability standards and moderate risk profile.
Responsibilities
- Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Business Banking client expert and the primary contact for most client related matters
- Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the clients or prospects business/industry; analyzes data and relevant client business and industry
- Provides and educates the client on Keys capabilities and knowledge in key product areas (cash management payments equipment finance etc.)
- Maintains active prospecting effort including identification qualification and calling; develops active Center of Influence (COI) referral network
- Assembles cross functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts as well as identify crosssell opportunities
- Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions
- Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality including underwriting structuring and portfolio management activities; directs the Risk Rating models to assure accurate risk assessment of assigned portfolio
- 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
- 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 Keys clients and Key.
Education Qualifications
- Bachelors Degree Bachelors Degree Bachelors degree or a minimum of 7 years of related job experience required.
Experience Qualifications
- A minimum of 5 years small Business or Business Banking direct lending or related experience with a focus on business development and relationship management required.
- A minimum of 1 year Business Banking credit training & experience from a bank or financial institution required.
Tactical Skills
- Trusted Advisor: Ability to build trust by taking a client centric approach
- Strategic Thinking: Deploys a longterm innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
- Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
- Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results
- Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank
- Effective Sales Approach: Uses structured sales methodologies principles and practices without losing sight of the client and environment
- Risk Management: Understands Keys risk culture and effectively manages risk/reward tradeoffs
Core Competencies
- All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.
Travel
- Occasional travel to include overnight stay.
Driving Requirements
- May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid drivers license required.
Job Posting Expiration Date: 05/09/2025
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 disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Manager