KeyBank

Associate Relationship Manager

KeyBank

full-time

Posted on:

Location Type: Hybrid

Location: California • California • United States

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Salary

💰 $80,000 - $150,000 per year

About the role

  • The Associate Relationship Manager functions as part of a relationship team
  • Work closely with the relationship managers, and underwriters to identify and respond to client requirements
  • Review loan requests to determine and collect required items needed for loan approval
  • Work with RMs and underwriters to prepare preflight materials
  • Participate in commercial loan requests, including tasks such as, completing Return on Equity (ROE) analysis
  • Participate in the preparation of all Asset Quality Reports and new Risk Rating models
  • Participate in Know Your Customer activities
  • Review legal documentation to ensure that terms are appropriate and consistent with credit approval
  • Work with support partners to perform system maintenance to ensure proper portfolio assignments

Requirements

  • Bachelor's Degree in Business, Finance, or related field (preferred) OR equivalent experience (required)
  • 2+ years of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (required)
  • 2+ years working in Credit Structuring & Financial Analysis (required)
  • Ability to manage workflow and complex commercial banking deals (required)
  • Ability to manage stress and competing priorities (required)
  • 2+ years working in Commercial Middle Market Credit Structuring & Financial Analysis (preferred)
  • 2+ years Commercial Middle Market Underwriting and Financial Analysis (preferred)
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
credit structuringfinancial analysisrisk assessmentcommercial banking productsloan approval processReturn on Equity (ROE) analysisAsset Quality ReportsRisk Rating modelsKnow Your Customer (KYC)legal documentation review
Soft Skills
workflow managementstress managementprioritizationteam collaborationclient relationship management