Business Banking Virtual Relationship Manager

🔥 14 hours ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $27 - $41 / hour

⏰ Full Time

🟢 Junior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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KeyBank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1994

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

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

• Manage an assigned portfolio of Business Banking Small Business clients to grow and retain banking relationships • Proactively contact assigned clients to address service and business needs • Promote and cross-market financial products and services and provide appropriate financial solutions • Make joint calls with partners to enhance selling skills and uncover consumer opportunities • Engage Business Banking Relationship Managers, Branch Managers, and specialty partners on assigned sales opportunities • Review financial statements, assess credit lines, and renew loans • Identify business lending opportunities and complete associated lending responsibilities • Maintain client retention and mitigate profitable client run-off • Perform operational and administrative tasks while acting as a bank advocate and client advisor • Ensure portfolio clients remain within bank compliance • Embrace a virtual team model and support a successful sales environment • Manage unprofitable and anticipated exiting client relationships • Perform other duties as assigned • Comply with KeyBank policies and procedures and conduct business ethically • Occasional travel, including overnight stays

🎯 Requirements

• Associate's degree or equivalent experience • Minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service and selling skills • Minimum of 1 year of extensive financial services experience in business/commercial banking • Thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues • Small Business lending experience • Ability to build trust through a client-centric approach • Expertise within a defined industry or geography and product set • Understanding of financial, operational, and strategic drivers of client organizations • Experience using structured sales methodologies, principles, and practices • Understanding of Key's risk culture and risk/reward trade-offs • Ability to maintain client relationships through communication and financial advice • Ability to understand and promote banking products and services • Ability to independently package and present credit deals with thorough analysis and compliance with lending policies • Applicants should reside in Dayton or Cincinnati, Ohio to be considered

🏖️ Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives • Benefits for which the position is eligible • Flexible options for workspaces where roles can be performed effectively in a mobile environment

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