Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Relationship Manager, Income Property Group

$116k - $216k

Keybank, National Association

Location:660 Newport Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships.Essential FunctionsServes as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect’s business through analysis of their management practices,  portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice.  Viewed by the client as a valued business partner (financial strategist).Provides the client with knowledge and access to the breadth of Key’s product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.Possesses sufficient product knowledge to educate the client on Key’s capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners.Structures and leads credit and non-credit product delivery while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations).Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings.  Resolves out-of-balance and/or other default situations which may occur in the portfolio.Partners effectively with Credit, Product Partners, Servicing, and other partners to identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.Develops focused strategies for retaining, growing, acquiring and in some cases exiting client relationships based on the business strategy.Demonstrates functional, technical and credit expertise and effectively transfers this knowledge to team members; provides coaching and mentoring to others within the organization.Enables successful execution by embracing all business development processes and proactively identifies and communicates areas for continuous improvement.Participates in community and professional organizations which enhance our expertise and profile.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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.EducationBachelor's Degree in accounting, finance or related field (preferred)OR equivalent experience (required)Work Experience7+ years of real estate finance related experience (preferred)A proven understanding of the importance of balancing business development and asset quality/risk management (preferred)Demonstrated ability to work effectively on a team to maximize the skills and capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team’s financial and risk management goals (preferred)SkillsApplies sound judgment in evaluating complex scenarios, balancing risk and opportunity.Interprets data trends and performance metrics to inform recruitment strategies and business recommendations.Promotes and adheres to KeyBank’s risk management principles in hiring and operational practices.Ensures compliance with KYC standards during candidate evaluation and onboarding processes.Understands KeyBank’s financial products, services, and strategic goals to align talent acquisition with business needs.Prioritizes client satisfaction and candidate experience throughout the recruitment lifecycle.Cultivates strong partnerships with clients as well as internal and external stakeholders.Familiar with KeyBank’s lending products and retail banking operations to recruit specialized talent.Understands mortgage offerings and regulatory considerations to support hiring in lending divisions.Maintains up-to-date understanding of KeyBank’s service portfolio to identify talent that drives innovation and growth.Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.Physical DemandsGeneral 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.TravelOccasional travel to include overnight stay.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.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.Job Posting Expiration Date: 08/31/2026 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.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 View email address on click.appcast.io.#LI-HybridSummaryLocation: Newport Beach, CAType: Full time

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Relationship Manager, Income Property Group in Newport Beach, CA vacancy
  • $140k - $235k

     ...career with opportunities to learn, grow, and make an impact. Transformative Healthcare Group Bank of America's Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses... 
    Senior
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    1 day ago
  •  ...SENIOR PROPERTY MANAGER Boardwalk Investments Group, LLC ("Boardwalk") is a privately held commercial real estate investment company. Headquartered in...  ...and Accounts Receivable issues. ~ Manage vendor relationships, including but not limited to: ~ Site marketing... 
    Senior
    Work at office
    Flexible hours

    Boardwalk IG Management LLC

    Costa Mesa, CA
    4 hours ago
  • $122.54k - $208.72k

    SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKINGWHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in our Healthcare...  ...from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementGet a more detailed... 
    Senior
    Remote work

    City National Bank

    Irvine, CA
    4 days ago
  • $111.41k - $189.74k

    RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITSWHAT IS THE OPPORTUNITY?The Specialty Deposits Relationship...  ...Escrow, Title, Homeowner Association Property Management, Commercial Property...  ...dedicated recruitment teamColleague Resource Groups to support networking and community... 
    Senior
    For contractors
    Remote work

    City National Bank

    Irvine, CA
    1 day ago
  • $140k - $235k

     ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating...  ...Beach or San Diego.Responsibilities:Manages an extensive portfolio of complex...  ...contributions of their line of business and/or group; and the overall success of the Company.... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Day shift

    Bank of America

    Newport Beach, CA
    5 days ago
  • $160k - $210k

    Senior Enterprise Client ExecutiveFirst year potential total compensation...  ...in direct sales channel. Manage and pursue complex accounts...  ...success.Develop and manage relationships with prospects and new customers...  ...including the following: Group health coverage (medical, dental... 
    Senior
    Full time

    Toshiba America Business Solutions

    Irvine, CA
    1 day ago
  • $146k - $200k

     ...Summary JOB DESCRIPTION The Tax Senior Manager, Private Client Services...  ...taxation related to personal income, estate and gift tax and...  ...working independently or within a group environment Proven ability...  ...and maintaining client relationships Executive presence and ability... 
    Senior
    Work at office

    Socket

    Costa Mesa, CA
    1 day ago
  • $189.29k - $331.2k

     ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and...  ...to identify opportunities for relationship enhancement4. Focused client service with...  ...within the organization is encouraged, senior leaders are accessible, and you can take... 
    Senior
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Newport Beach, CA
    2 days ago
  • $8k

     ...#VTeamLife.What you’ll be doing...As a Senior Client Executive - SLED at Verizon,...  ...planning for growth of major accounts, managing C-level relationships, and providing industry-specific...  ...theft protection, pet insurance and group home & auto insurance. We also offer... 
    Senior
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Shift work

    Verizon

    Irvine, CA
    4 days ago
  • $100k - $130k

     ...from Fortune 500 companies to venture-backed startups.Senior Associates can expect to:Review and prepare state and local income/franchise tax returns;Provide tax controversy audit support;Assist in project management of compliance/consulting engagements and identify... 
    Senior
    Full time
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    5 days ago
  • $105k - $115k

    The Baldwin Group is an award-winning entrepreneur-led and inspired...  ...Insurance and Risk Management, Private Insurance and Risk Management...  ...Administration, Asset and Income Protection, and Risk Mitigation...  ...the coordination of carrier relationships on behalf of the company by leading... 
    Senior
    Full time
    Contract work

    The Baldwin Group

    Tustin, CA
    4 days ago
  • $105k - $115k

    The Baldwin Group is an award-winning entrepreneur-led and inspired...  ...Insurance and Risk Management, Private Insurance and Risk Management...  ...Administration, Asset and Income Protection, and Risk Mitigation...  ...the coordination of carrier relationships on behalf of CRMG by leading... 
    Senior
    Full time
    Contract work
    Work at office
    Local area

    The Baldwin Group

    Tustin, CA
    1 day ago
  • $180k - $240k

     ...global leader in active fixed income with deep expertise across...  ...capital base and deep relationships with issuers have helped us...  ....S. Financial Institutions Group, which is a team of 25+ investment...  ...with CIOs, portfolio managers, and senior treasury leaders to position... 
    Full time
    Work at office
    Flexible hours

    Pimco

    Newport Beach, CA
    5 days ago
  • $132.26k - $155.6k

     ...Job Description Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking...  .... Grows revenue as directed by senior management by successfully closing new...  ...work effectively with individuals and groups across the company to manage customer relationships... 
    Full time
    Work experience placement
    Local area

    US Bank

    Newport Beach, CA
    1 day ago
  • Job Description:Bank of America is looking for a Sr. Relationship Manager to join our Global Commercial Banking Business Banking team. The Business...  ...with annual revenues of $5 million to $50 Million.The Senior Relationship Manager (SRM) is responsible for managing a portfolio... 
    Senior
    Immediate start
    Day shift

    Bank of America

    Newport Beach, CA
    1 day ago
  • Banc of California is seeking a skilled financial analyst to provide credit and trend analysis for middle market clients. The role involves evaluating credit worthiness and making recommendations to Credit Administration while ensuring compliance with banking regulations...
    Senior

    Banc of California

    Santa Ana, CA
    5 days ago
  • $148.6k - $198.2k

     ...lists. First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services.... 
    Senior
    Full time
    Local area

    First American Financial Corporation

    Santa Ana, CA
    1 day ago
  • $750 per month

     ...DescriptionThe Commercial Real Estate Senior Credit Analyst 3 manages portfolio risk by ensuring...  ...Administration and other groups, promoting consistent...  ...borrower financials, property cash flows, collateral...  ...Credit MonitoringSupport Relationship Managers and Portfolio Managers... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    3 days per week

    US Bank

    Newport Beach, CA
    1 day ago
  •  ...A leading banking institution in California seeks a Relationship Manager for Business Banking to develop and manage client relationships, driving sales and delivering tailored financial solutions. Candidates must have extensive banking and lending experience, strong interpersonal... 
    Senior

    City National Bank

    Irvine, CA
    4 days ago
  •  ...Overview The Relationship Manager, Legal Counsel - Trust is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance... 
    Senior
    Local area

    First American

    Santa Ana, CA
    5 days ago
  • Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy...  ...requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs),... 
    Senior
    Full time
    Temporary work
    Shift work

    Brown and Caldwell

    Irvine, CA
    1 day ago
  •  ...eligible for an annual bonus.SUMMARYThe Relationship Manager is responsible for developing and...  ...budget to ensure that deposit, loan and net income goals are met.Work with the Manager to...  ...correspondence. Ability to speak effectively before groups of customers or associates of... 

    Citizens Business Bank

    Orange, CA
    4 hours ago
  • $147k - $250k

     ...About the Role Serves as the key banking relationship manager for assigned middle market client relationships. Accounts for prospecting new...  ...their skillsets. Negotiation and collaboration experience with Senior Credit Officers on credit terms and structures. Experience... 
    Senior
    Work at office

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    5 days ago
  • $85.2k - $102.5k

    1st Commercial Realty Group is seeking a skilled Property Manager in Irvine, California. The role involves managing a portfolio including retail, office, and industrial properties. Key duties include overseeing billing, maintaining tenant relations, and ensuring property... 
    Senior
    Work at office

    1st Commercial Realty Group

    Irvine, CA
    2 days ago
  • $150k - $200k

     ...and contribute to our growing practice. This role will involve managing a diverse caseload, working closely with clients, and playing...  ...relevant laws, regulations, and legal articles. 7. Develop relationships with clients, providing them with regular updates and... 
    Senior
    Permanent employment
    Local area

    Jobot

    Costa Mesa, CA
    4 hours ago
  • $165k - $236.9k

     ...limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleReal Estate Senior Tax Managers possess a strong technical knowledge in partnership taxation and concepts specific to real estate companies. In addition to... 
    Senior
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    4 hours ago
  • Job Summary:A Tax Senior Manager, State and Local Tax is responsible for...  ...research findingsDevelops relationships with in-state and out of state...  ...tax issuesAccounting for Income Taxes - SFAS109Prepares tax...  ...working independently or within a group environmentProven ability to... 
    Senior
    Work at office
    Local area

    BDO International

    Costa Mesa, CA
    5 days ago
  • $190k - $240k

     ...team members.Who You Are:As a Senior Director at PRP, you are a...  ...environment. From your background in management consulting, you will leverage...  ...execution of Practice Group strategy, meeting of financial...  ...urgency via:Building meaningful relationships with C Suite... 
    Senior
    Summer holiday
    Work at office
    Immediate start

    Profit Recovery Partners

    Santa Ana, CA
    1 day ago
  • $134.46k - $184.89k

     ...is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for...  ...presentation skills, with the ability to engage senior stakeholdersAbility to work across teams and... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    Work visa
    Flexible hours

    Guardian Life Insurance

    Newport Beach, CA
    1 day ago
  • $143k - $196k

     ...-thinking Lifecycle Marketing & CRM Sr. Manager to lead our global lifecycle marketing team...  ...allocation for the lifecycle marketing group.Establish ways of working between global...  ...: Exceptional presentation and relationship-building skills to secure buy-in from partners... 
    Senior
    Full time
    Casual work
    Work at office
    Immediate start
    Remote work
    Work from home
    Flexible hours
    Shift work
    2 days per week
    3 days per week

    Logitech

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Manager, Income Property Group. Be the first to apply!