Small Business Relationship Manager

Business Banking Small Business Relationship Manager

Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania

The Business Banking Small Business Relationship Manager (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 KeyBank's 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 client's cash flow needs, the industries they serve, analyzing business trends, and proactively identifying opportunities.
• Educates clients on KeyBank's 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
• 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 Key's clients and Key.

Education

• Associate's degree or equivalent experience (required)

Work Experience

• A minimum of 1 year (ideally 2+) 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 Key's risk culture and effectively manages risk/reward trade-offs

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

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.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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.

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.

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.