Senior Relationship Manager

🕒 vor 4 Tagen

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $128.000 - $268.000 / Jahr

⏰ Vollzeit

🟠 Senior

💰 Account Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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KeyBank

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

Gegründet 1994

🏦 Bankwesen

💸 Finanzen

💳 Fintech

Banking • Finance • Fintech

KeyBank ist eine Vollbank, die eine breite Palette an Finanzdienstleistungen für Privatpersonen, kleine Unternehmen und große Institutionen anbietet. Zu den Dienstleistungen gehören Privat- und Geschäftskundenbanking, Vermögensverwaltung, Kredite, Kreditlinien, Hypotheken, Kreditkarten und Investitionsdienstleistungen. KeyBank bietet außerdem Online- und Mobile-Banking-Tools, um Kunden zu helfen, ihre Finanzen effizient zu verwalten. Mit einem Fokus auf finanzielle Wellness bietet KeyBank Ressourcen, um Kunden bei der Grundkenntnis von Bankgeschäften, der Schuldenverwaltung und dem Erreichen ihrer finanziellen Ziele zu unterstützen.

Beschreibung

• Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client 'expert' and the primary contact for most client-related matters. • Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry. • Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc. • Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more. • Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network. • Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services. • Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions. • Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally. • Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment. • Mentor junior Relationship Managers and contribute to the development of team capabilities and performance. • Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals. • Contribute to strategic planning and initiatives of the commercial team. • Maximize profitability of assigned portfolio by effectively selling the value Key provides.

🎯 Anforderungen

• Bachelor's Degree in accounting, finance, or related field or equivalent experience (required) • 7+ years of financial services experience (required) • 1+ years Formal commercial credit training & experience from a bank or financial institution (required) • Strong track record of achieving performance targets (required) • 5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred) • Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)

🏖️ Vorteile

• 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.