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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within commercial real estate and banking, with a strong focus on risk management, revenue generation, and providing creative financing solutions. Proficient in financial modeling, credit analysis, and utilizing AI tools for underwriting and market research.
Highest-signal resume keywords
Commercial Real Estate ExperienceClient Relationship ManagementFinancial ModelingCredit AnalysisLeadership and Team Development
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 ModelingCredit AnalysisRisk ManagementPortfolio ManagementSales Strategy DevelopmentStructured Credit ProductsAnalytical SkillsMarket ResearchUnderwritingRevenue Generation
Soft Skills
LeadershipTeamworkCollaborationCommunicationSelf-Motivation
Tools & Technologies
AI ToolsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Commercial BankingReal Estate Investment BankingReal Estate SyndicationsInstitutional Real EstateREITsReal Estate Private Equity Funds
About the role
Key responsibilities & impact- Source new client relationships and manage existing client relationships
- Work with deal teams to underwrite, structure, and document new credit opportunities
- Manage a portfolio of relationships, including risk management, revenue generation, and serving as the client’s primary IREG contact
- Partner with Commercial Mortgage Group, Real Estate Syndications, Real Estate Investment Banking, Enterprise Commercial Payments, and Credit Risk Management
- Provide creative financing solutions for prospects and clients’ real estate portfolios/businesses
- Develop and maintain client relationships and provide balance sheet lending and off-balance sheet financing options within the bank’s risk tolerance
- Synthesize portfolio financial data and assess risks of extending structured credit products
- Lead internal deal teams and communicate with IREG teammates, product partners, borrowers, and prospects
- Mentor, coach, and develop Relationship Managers, Analysts, and Associates
- Lead sales and prospecting activities aligned with targeted growth strategies
- Partner with senior management to identify growth opportunities and refine profitable, moderate-risk strategies
- Deliver Key’s full range of capabilities, participate in joint client calls, engage product partners, and share knowledge and best practices
- Collaborate with product and industry groups and Credit Administration, leveraging KBCM resources
- Participate in panels, workshops, and conferences and be quoted in industry and financial publications
- Work in the office most days; frequent travel may be required
Requirements
What you’ll need- Bachelor’s degree
- Senior Relationship Manager: 6-10+ years of experience in commercial real estate and/or banking
- Senior Banker: 10+ years of experience in commercial real estate and/or banking
- Strong analytical, organizational, written and verbal communication skills
- Computer literacy with proficiency in Word, Excel, and PowerPoint (Senior Relationship Manager)
- Experience using/applying AI tools for real estate underwriting, market research, credit analysis, financial modeling, and investment memorandum preparation/development
- Demonstrated leadership, teamwork, and collaboration skills
- Highly motivated, self-directed, and strong work ethic
- Strong sales and analytical skills
- Preferred: degree or coursework in finance, accounting, commercial real estate, or economics
- Preferred: financial modeling coursework or experience
- Preferred: experience transacting/banking with institutional real estate companies, including REITs and Real Estate Private Equity Funds
- Preferred for Senior Banker: successful history of managing client relationships, cultivating and onboarding prospects, and generating revenue
Benefits
Comp & perks- Competitive base salary + discretionary bonus
- 401(k) matching (dollar-for-dollar up to 7%)
- PTO
- Lifestyle Spending Account supporting employees’ health, well-being and financial wellness
- Tuition reimbursement
- Flexible options in circumstances where roles can be performed effectively in a mobile environment
