Business Banking Virtual Relationship Manager

🔥 0 minutes ago

🍁 Vermont – Remote

🍁 Vermont – Remote

💵 $27 - $41 / hour

⏰ Full Time

🟢 Junior

💰 Account Manager

🦅 H1B Visa Sponsor

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KeyBank

WebsiteLinkedInAll Job Openings

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. • 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. • 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.

🎯 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, 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

• incentive compensation which may include production, commission, and/or discretionary incentives.