Sales & Account Management Trainer
The Cigna Group
Business Banking Relationship Manager
KeyBank
full-time
Posted on:
Location: Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $38 - $44 per hour
Job Level
Junior
About the role
- Actively manages a portfolio of clients within the entry end of the Business Banking segment.
- Maintain and manage an assigned client portfolio of Business Banking and Commercial clients to grow and retain relationships.
- Proactively call on a portfolio of assigned clients within set interval periods to address service or business related needs.
- Promote and cross-market products and services to clients by keeping clients informed and providing appropriate financial solutions via consultative review and proactive contact.
- Make joint calls with partners to enhance selling skills and uncover consumer opportunities and engage Business Banking RMs, Branch Managers and/or other specialty partners on sales opportunities.
- Review financial statements, assess credit lines and renew loans; identify opportunities to lend and complete associated lending responsibilities.
- Aggressively maintain client back book and mitigate profitable client run-off.
- Manage administrative tasks associated with client portfolio to ensure compliance.
- Embrace a virtual team model and enhance professional atmosphere leading to a successful sales environment.
- Adhere to policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy.
- Strategically manage unprofitable and/or anticipated exiting client relationships.
- Travel: Occasional travel to include overnight stay.
Requirements
- Associate's degree or equivalent in business experience required.
- A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required.
- A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required.
- A minimum of 1 year of experience in small Business lending experience (required)
- Trusted Advisor: Ability to build trust by taking a client centric approach
- Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
- Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
- Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results
- Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank
- Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment
- Risk Management: Understands Key’s risk culture and effectively manages risk/reward trade-offs
