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Senior Business Banking Relationship Manager

Jobtailor

Serve as relationship manager and financial advisor to business banking clients Introduce core Business Banking products, differentiated capabilities, and comprehensive solutions Acquire new relationships and manage and grow existing client relationships Act as trusted financial advisor, business partner, client expert, and primary contact Drive growth and business development by understanding client/prospect businesses, industries, data, and trends Educate clients on KeyBank capabilities and banking products including cash management, payments, and equipment finance Prospect actively through identification, qualification, calling, and Center of Influence referral networks Assemble cross-functional teams to respond to customer requests and identify cross-sell opportunities Continuously improve functional, technical sales, and credit expertise and transfer knowledge to team members Partner with Credit as the first-level sponsor for credit decisions Lead and participate in credit processes, including underwriting, structuring, and portfolio management Maintain accountability for portfolio activities and asset quality Direct Risk Rating models to ensure accurate risk assessment Comply with KeyBank policies and procedures and conduct business ethically Requirements Bachelor's Degree or 7+ years of related job experience (required) Business Banking RM: minimum 3 years' experience in a small business/commercial lending environment (required) Business Banking RM: minimum 1 year of experience in cross-selling products and a track record of meeting or exceeding aggressive sales goals (required) Senior Business Banking RM: minimum 5 years' experience in Small Business or Business Banking direct lending or related experience focused on business development and relationship management (required) Senior Business Banking RM: Business Banking credit training and experience from a bank or financial institution (required) Ability to build trust through a client-centric approach Expertise in a defined industry or geography and product set Understanding of financial, operational, and strategic drivers of client organizations Experience using structured sales methodologies, principles, and practices Understanding of Key's risk culture and ability to manage risk/reward trade-offs Senior role: expertise evaluating, approving, and managing client credit in compliance with regulatory standards and internal policies Ability to communicate face to face, by phone, and use a PC/laptop Occasional travel, including overnight stays Ability to drive to multiple locations in a single day Valid driver's license required Core Competencies Demonstrates expertise in Business Banking relationship management, with a strong focus on client acquisition, cross-selling, and credit processes. Proven ability to drive business development while maintaining compliance with regulatory standards and internal policies. Highest-signal resume keywords Business Banking Relationship Management Cross-Selling Products Client-Centric Approach Credit Training and Experience Structured Sales Methodologies ATS Optimization Keywords Hard Skills Business Development Client Acquisition Credit Underwriting Portfolio Management Risk Assessment Cash Management Payments Equipment Finance Sales Goals Achievement Financial Analysis Soft Skills Trust Building Communication Skills Team Collaboration Client Education Problem Solving Certifications & Qualifications Bachelor's Degree Valid Driver's License Industry Keywords Small Business Lending Commercial Lending Financial Advisory Risk Culture Regulatory Compliance #J-18808-Ljbffr Jobtailor

Vacancy posted 1 day ago
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