Commercial Relationship Manager jobs in United States
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KeyBank · 9 hours ago

Commercial Relationship Manager

KeyBank is a financial services company seeking a Commercial Relationship Manager to serve as a financial advisor to clients. This role focuses on acquiring new relationships and managing existing ones while ensuring adherence to risk management standards.

Banking

Responsibilities

Serves 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
Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry
Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.)
Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions
Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures

Qualification

Business DevelopmentCredit SkillsAnalytical SkillsFinancial AcumenRisk ManagementTrusted AdvisorEffective Sales ApproachEnterprise MindsetRevenue DriverTechnical ExpertiseStrategic Thinking

Required

5+ years Established business development skills
Extensive knowledge of bank products
Proven outstanding credit skills
Analytical skills and financial acumen
Ability to build trust by taking a client centric approach
Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
Exhibits a relentless focus on creating and driving revenue growth and generating results
Demonstrates a broad enterprise perspective and delivers the bank
Uses structured sales methodologies, principles and practices without losing sight of the client and environment
Understands Key's risk culture and effectively manages risk/reward trade-offs
Ability to operate a motor vehicle with a valid driver's license

Preferred

Bachelor's Degree or equivalent experience in accounting, finance, or related field

Benefits

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

Company

At KeyBank we’ve made a promise to our clients that they will always have a champion in us.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
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Holly Santoro
Executive Administrator to the Chairman & CEO
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Company data provided by crunchbase