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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Business Banking by effectively managing client relationships, driving business development, and providing tailored financial solutions. Proficient in credit processes, risk assessment, and cross-selling strategies to meet aggressive sales goals.
Highest-signal resume keywords
Business Banking ExpertiseClient Relationship ManagementCross-Selling ProductsCredit UnderwritingSales Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial LendingCredit StructuringPortfolio ManagementRisk AssessmentCash ManagementPayments SolutionsEquipment FinanceSales Goals AchievementData AnalysisFinancial Advisory
Soft Skills
Client-Centric ApproachTrust BuildingEffective CommunicationTeam CollaborationProblem Solving
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Business BankingSmall Business LendingFinancial SolutionsCross-Functional TeamsCenter of Influence
About the role
Key responsibilities & impact- Serve as relationship manager and financial advisor to Business Banking clients
- Introduce core Business Banking products, differentiated capabilities, and comprehensive solutions
- Acquire new relationships and manage and grow existing client relationships
- Act as the primary contact and trusted financial advisor for most client-related matters
- Drive growth and business development by understanding client businesses, industries, data, and trends
- Educate clients on KeyBank capabilities and banking solutions, including 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 and ensure 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' 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 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
- Uses structured sales methodologies, principles, and practices
- Understands and effectively manages 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- Incentive compensation eligibility, which may include production, commission, and/or discretionary incentives
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans