Business Banking Virtual Relationship Manager

🔥 7 minutes ago

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Logo of KeyBank

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 manage a portfolio of clients within the entry end of the Business Banking segment • 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 • Review financial statements, assess credit lines, and renew loans • Manage all administrative tasks associated with client portfolio

🎯 Requirements

• Associate's degree or equivalent experience (required) • A minimum of 1 year 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 • Small Business lending experience (required)

🏖️ Benefits

• Health insurance • Retirement plans • Flexible work arrangements • Professional development opportunities • Bonus and incentive compensation options

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