Senior Relationship Manager
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Job Description
Senior Relationship Manager managing commercial clients as the primary financial advisor. Driving business development and relationship management in a targeted geographic area.
Responsibilities:
- Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client 'expert' and the primary contact for most client-related matters.
- Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.
- Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
- Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.
- Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.
- Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.
- Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
- Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.
- Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
- Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
- Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
- Contribute to strategic planning and initiatives of the commercial team.
- Maximize profitability of assigned portfolio by effectively selling the value Key provides.
Requirements:
- Bachelor's Degree in accounting, finance, or related field or equivalent experience (required)
- 7+ years of financial services experience (required)
- 1+ years Formal commercial credit training & experience from a bank or financial institution (required)
- Strong track record of achieving performance targets (required)
- 5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred)
- Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)
Benefits:
- Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
- Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
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