KeyBank
Banking
Sr.RelationshipOfficer
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Relationship Officer at KeyBank. Skills: Relationship management, Sales, Client service. Develop and manage a portfolio of business clients. Identify and pursue new business opportunities”
What You'll Achieve.
Exceed sales goals; Grow client portfolio
Industry & Context.
Client needs analysis
What They're Looking For.
Must Have
5+ years of experience in relationship management, Bachelor's degree in Business, Finance, or related field, Proven track record of exceeding sales goals, Experience with CRM software
Nice to Have
Master's degree preferred, Series 7 and 63 licenses preferred, Experience in commercial banking preferred
What You'll Do.
Develop and manage a portfolio of business clients
Identify and pursue new business opportunities
Provide exceptional client service
Achieve and exceed sales targets
Collaborate with internal partners to deliver solutions
Stay informed on market trends and competitor activities
Ensure compliance with all banking regulations
How You'll Work.
Team & Collaboration
Internal partners
Communication Scope
Client presentations; Needs assessment
Full Job Description
**Location:** For Those Who Work At Home, Vermont **Position Location Policy** * **General Location:** _Vermont, Buffalo, NY or Albany, NY, highly preferred. Covering the Vermont 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 **Job Summary** Sr Relationship Officer, Commercial Banking is the line of business (LOB) professional dedicated to providing support for designated Commercial Banking Relationship Team. They facilitate service requests for an assigned book of clients within Key's Commercial Banking line of business. Works within an aligned Services Team that is committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. **Essential Functions** * Works in tandem with Relationship Managers, Credit partners and NSF team to ensure daily resolution to client’s overdrafts and insufficient funds. * Coordinates set-up of new and maintenance or closing of existing deposit accounts. * Strong partnership with business partners throughout the organization. * Works closely with multiple partners including relationship team, operations partners, client and other 3rd party partners. * Works to resolve loan/fee payment delinquencies. * Determines appropriate course of action and directs resources to collect payment or otherwise clear delinquent status. * High level product knowledge and ability to identify referral opportunities for partner products and services. * Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. * Submits service requests for DDA or general service needs. * Coordinates follow-up with internal partners and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests. * Promptly provides requested information for GRC testi
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