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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and financial advising for Business Banking clients, with a strong focus on cross-selling products and driving business development through data analysis and client education.
Highest-signal resume keywords
Business Banking Relationship ManagementCross-Selling ProductsCommercial Lending ExperienceClient-Centric ApproachRisk Assessment and Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisSales MethodologiesUnderwritingPortfolio ManagementCash ManagementPayments SolutionsEquipment FinanceData AnalysisCredit StructuringClient Education
Soft Skills
Trust BuildingCommunication SkillsTeam CollaborationClient Relationship ManagementProblem Solving
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Business BankingSmall Business LendingCommercial LendingSales GoalsRisk Culture
About the role
Key responsibilities & impact- Serve as relationship manager and financial advisor to Business Banking clients
- Introduce Business Banking products, capabilities, and comprehensive solutions
- Acquire new relationships and manage and grow existing client relationships
- Act as the primary contact and trusted financial advisor for client-related matters
- Drive growth and business development by analyzing client businesses, industries, data, and trends
- Educate clients on KeyBank capabilities and products such as cash management, payments, and equipment finance
- Prospect through identification, qualification, and calling; develop a Center of Influence referral network
- Assemble cross-functional teams to respond to customer requests and identify cross-sell opportunities
- Improve functional, technical, sales, and credit expertise and transfer knowledge to team members
- Partner with Credit as the first-level sponsor for credit decisions
- Lead and participate in credit processes, including underwriting, structuring, and portfolio management
- Maintain accountability for portfolio activities and issues, sound asset quality, and accurate risk assessment
- Comply with KeyBank policies and procedures and conduct business ethically
Requirements
What you’ll need- Bachelor's Degree or equivalent experience (required)
- Minimum of 3 years of experience in a small business/commercial lending environment (required)
- Minimum of 1 year of experience in cross-selling products and a track record of meeting or exceeding aggressive sales goals (required)
- Ability to build trust using 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 KeyBank's risk culture and ability to manage risk/reward trade-offs
- Ability to communicate face to face, by phone, and with teammates and clients
- Occasional travel, including overnight stays
Benefits
Comp & perks- Base salary range of $80,000.00–$150,000.00 annually
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible workspace options in circumstances where roles can be performed effectively in a mobile environment