Business Banking Virtual Relationship Manager

🕒 il y a 1 mois

🏈 Ohio – Distant

🏈 Ohio – Remote

💵 $27 - $41 / heure

⏰ Temps Plein

🟢 Junior

💰 Responsable de comptes

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KeyBank

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1994

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

KeyBank est une banque de services complets offrant une large gamme de services financiers pour les particuliers, les petites entreprises et les grandes institutions. Les services comprennent des solutions bancaires personnelles et professionnelles, la gestion de patrimoine, des prêts, des lignes de crédit, des hypothèques, des cartes de crédit et des services d'investissement. KeyBank fournit également des outils bancaires en ligne et mobiles pour aider les clients à gérer efficacement leurs finances. Avec un accent sur le bien-être financier, KeyBank propose des ressources pour aider les clients à comprendre les bases bancaires, gérer leurs dettes et atteindre leurs objectifs financiers.

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.

🎯 Exigences

• 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)

🏖️ Avantages

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