Small Business Relationship Manager

Location:

Job Title

Business Banking Small Business RM

Job Summary
The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of the market segment within Business Banking. Introduces a full range of core Business Banking products differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen including credit operational and compliance risks to act as the first line of defense in adhering to KeyBanks profitability standards and moderate risk profile.

Essential Functions

• Acts as the primary financial advisor and business partner to clients serving as the main contact for most client-related matters
• Drives business growth by deeply understanding clients cash flow needs the industries they serve analyzing business trends and proactively identifying opportunities.
• Educates clients on KeyBanks products and capabilities providing tailored solutions to support their business needs.
• Collaborates with retail branches and networks actively to deepen client relationships and develop new prospects including building a Center of Influence referral network
• Leads credit processes manages portfolio risk assembles cross-functional teams for client needs and ensures compliance with all policies and ethical standards.

Education

• Associates degree or equivalent experience required.

Work Experience

• A minimum of 2 years of experience in a small business/commercial lending environment required.
• A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required.

Skills

• Ability to build trust by taking a client centric approach
• Deploys a long-term innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
• Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
• Exhibits a relentless focus on creating and driving revenue growth and generating results
• Understanding of financial operational and strategic drivers of client organizations to provide relevant and impactful banking solutions.
• Uses structured sales methodologies principles and practices without losing sight of the client and environment
• Understands Keys risk culture and effectively manages risk/reward trade-offs

Core Competencies

• All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting ability to communicate face to face in person or on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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