KeyBank

Banking

SeniorFieldClientRelationshipOfficer

$69–105k Buffalo, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Field Client Relationship Officer at KeyBank. Skills: Client relationship management, Sales, Business development. Develop and manage client relationships. Identify and pursue new business opportunities”

What You'll Achieve.

Achieve sales targets; Grow client portfolio; Enhance client satisfaction

Industry & Context.

Banking
Problems you'll solve

Client issue resolution

What They're Looking For.

Must Have

3+ years client relationship experience, 3+ years sales experience

Nice to Have

Bachelor's degree in Business, Bachelor's degree in Finance, Bachelor's degree in Marketing, Bachelor's degree in a related field

What You'll Do.

Develop and manage client relationships

Identify and pursue new business opportunities

Achieve sales targets

Provide exceptional client service

Collaborate with internal teams

Stay updated on market trends

Prepare sales reports

How You'll Work.

Team & Collaboration

Internal teams; Cross-functional collaboration

Communication Scope

Client presentations; Sales pitches

Full Job Description

**Location:** 726 Exchange Street, Buffalo New York **Position Location Policy** * **General Location:** _Buffalo, NY highly preferred. Albany, NY, Vermont or Massachusetts, or surrounding market. Covering the Buffalo, NY portfolio._ * **Hybrid Requirement (if within specific cities):** If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. * **Hours:** 8-5pm EST required **Job Summary** As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience. **Essential Functions** * Collaborate with partners to expand and retain business and commercial clients * Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects) * Serves as a subject matter resource to the client on deposit and loan compliance, while coordinating the setup, maintenance, and closure of deposit accounts. * Prepare, deliver, and review agreements * Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives * Conduct research to support ongoing client needs * Generate cross-sell leads and participate in regular bank initiatives * Partner with internal stakeholders to address complex client needs * Make timely, risk-aware decisions and take ownership of outcomes * Set clear objectives, define priorities, and manage time effectively * Analyze information from various sources to draw conclusions and develop solutions * Adheres to and supports Key’s compliance culture. * 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, includi

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