Small Business Relationship Manager
KeyBank is a financial services company seeking a Small Business Relationship Manager. This role serves as a financial advisor to small business clients, focusing on acquiring new relationships and managing existing ones while ensuring compliance with KeyBank's standards.
Responsibilities
- Acts as the primary financial advisor and business partner to clients, serving as the main contact for most client-related matters
- Drives business growth by deeply understanding client’s cash flow needs, the industries they serve, analyzing business trends, and proactively identifying opportunities
- Educates clients on KeyBank’s products and capabilities, providing tailored solutions to support their business needs
- Collaborates with retail branches and networks actively to deepen client relationships and develop new prospects, including building a Center of Influence referral network
- Leads credit processes, manages portfolio risk, assembles cross-functional teams for client needs, and ensures
- 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, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Skills
- Associate's degree or equivalent experience (required)
- A minimum of 1 year (ideally 2+) of experience in a small business/commercial lending environment (required)
- A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals (required)
Company Overview