KeyBank
10,000+ employees
Founded 1994
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.
Business Banking Virtual Relationship Manager
🕒 May 7
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KeyBank
10,000+ employees
Founded 1994
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.
📋 Description
• 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.
🎯 Requirements
• 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)
🏖️ Benefits
• Please click here for a list of benefits for which this position is eligible.
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