KeyBank

Banking

Sr.RelationshipOfficer

$69–105k United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

Banking
Problems you'll solve

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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