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Business Banking Virtual Relationship Manager
KeyBankBusiness Banking Virtual Relationship Manager handling client portfolios and promoting financial products. Experienced in customer service and small business lending while fostering client relationships.
About the role
Key responsibilities & impact- Actively manage a portfolio of clients within the entry end of the Business Banking segment
- 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
- Review financial statements, assess credit lines, and renew loans
- Manage all administrative tasks associated with client portfolio
Requirements
What you’ll need- Associate's degree or equivalent 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
- Small Business lending experience (required)
Benefits
Comp & perks- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development opportunities
- Bonus and incentive compensation options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statement reviewcredit line assessmentloan renewalsmall business lending
Soft Skills
customer serviceselling skillsclient managementproactive communication
Certifications
Associate's degree