Business Banking Virtual Relationship Manager

🕒 Maio 7

🏈 Ohio – Remoto

🏈 Ohio – Remote

💵 $27 - $41 / hora

⏰ Tempo Integral

🟢 Júnior

💰 Gerente de Contas

🦅 Patrocina Visto H1B

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KeyBank

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1994

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

O KeyBank é um banco de serviço completo que oferece uma ampla gama de serviços financeiros para indivíduos, pequenas empresas e grandes instituições. Os serviços incluem banco pessoal e empresarial, gestão de patrimônio, empréstimos, linhas de crédito, hipotecas, cartões de crédito e serviços de investimentos. O KeyBank também fornece ferramentas de banco online e móvel para ajudar os clientes a gerenciar suas finanças de maneira eficiente. Com foco no bem-estar financeiro, o KeyBank oferece recursos para ajudar os clientes a entender os fundamentos bancários, gerenciar dívidas e alcançar seus objetivos financeiros.

Descrição

• Actively manages a portfolio of clients within the entry end of the Business Banking segment. • Effectively manage the client relationship by selling and promoting a broad array of financial products and services. • Providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. • Develop strategic relationships with Key lines of business to effectively refer business and leverage partnerships. • Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs. • Promote and cross-market products and services to clients by keeping them informed of products, services, and special promotions. • Make joint calls with partners to enhance their selling skills and uncover consumer opportunities. • Review financial statements, assess credit lines, and renew loans. • Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities. • Aggressively maintain client retention and mitigate profitable client run-off. • Responsible for various operational tasks while acting as a bank advocate and advisor to the client.

🎯 Requisitos

• Associate's Degree or equivalent experience (required) • A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required) • A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required) • Small Business lending experience (required)

🏖️ Benefícios

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