Business Banking Virtual Relationship Manager

Location:

For Those Who Work At Home - Various, New York 14226

Job Summary
Actively manages a portfolio of clients within the entry end of the Business Banking segment. Effectively manages the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Develops strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. Actively engages partners to mitigate client run off within portfolio.

Responsibilities

• Maintain and manage an assigned client portfolio of Business Banking and Commercial clients in an effort to grow and retain the banking relationship(s).
• Proactively calls on a portfolio of assigned clients within set interval periods to address service or business related needs.
• Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact.
• Makes joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engages Business Banking RMs, Branch Managers and/or other specialty partners on role assigned sales opportunities.
• Reviews financial statements, assesses credit lines and amongst other products, renew loans.
• Identifies opportunities to lend in the form of a business loan and complete associated lending responsibilities.
• Aggressively maintains client back book and mitigates profitable client run-off.
• Responsible for various operational tasks while acting as a bank advocate and advisor to the client.
• Manages all administrative tasks associated with client portfolio to ensure all clients are within bank compliance.
• Embraces a virtual team model and enhances the professional atmosphere that leads to a successful sales environment.
• Adheres to established policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy
• Strategically manage(s) unprofitable and/or at anticipated exiting client relationships
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Associate's Degree Associates degree or equivalent in …