Business Banking Virtual Relationship Manager

KeyBank

Business Banking Virtual Relationship Manager actively managing client portfolios within Business Banking. Selling and promoting a wide range of financial products and services.

Posted 7/9/2026full-timeRemote • Vermont • 🇺🇸 United StatesJunior💰 $27 - $42 per hourWebsite

About the role

Key responsibilities & impact

Actively manages a portfolio of clients within the entry end of the Business Banking segment.
Effectively manage the client relationship by selling and promoting a broad array of financial products and services.
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.
Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.
Aggressively maintain client retention and mitigate profitable client run-off.

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, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required)
Small Business lending experience (required)

Benefits

Comp & perks

incentive compensation which may include production, commission, and/or discretionary incentives.

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

Financial ProductsCredit Line AssessmentLoan RenewalBusiness Loan OpportunitiesCross-Marketing

Soft Skills

Selling SkillsClient Retention

Certifications

Associate's Degree