Business Banking Relationship Manager

KeyBank

full-time

Posted on: 8/29/2025

Origin: • 🇺🇸 United States • Washington

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💰 $38 - $44 per hour

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.

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