Client Relationship Spec, KEF

Location:

Job Summary
Key Equipment Finance, a division of Key Bank National Association, provides tailored equipment lease and finance solutions for small-to-large commercial clients and government entities. Key Equipment Finance specializes in manufacturing, marine, transportation, renewable energy, and corporate aviation markets, as well as other capital assets. Additionally, Key Equipment Finance provides support for exposure management and sources additional liquidity for corporations looking to optimize their equipment finance administration.The Client Relationship Specialist (CRS) will work within a Bank-Channel specific region(s) to play a pivotal role within the Sales team, providing sales support from transaction identification to closing. The CRS will oversee all administrative activity for the Region team, including transaction inputs, review of pricing and rate locks, proposal generation, asset management request, and providing the KEF credit submission form for Bank underwriting, as well as reviewing credit approvals prior to completion to ensure accuracy of all transaction variables. Further, the CRS will be a front-line communicator and establish relationships with client operations staff to ensure complete and accurate documentation submittals through the collection of invoices, proof of payment, insurance, required UCC releases and other factors as identified.

Responsibilities

• Must be adaptable to multiple situations, able to switch tasks frequently, be a self-starter with strong attention to detail while managing multiple priorities.
• Have a strong ability to effectively communicate and provide industry leading customer service in a demanding transactional environment to support internal and external clients.
• Participate in cross functional activities and act as a liaison between clients and internal stakeholders (credit, asset management, pricing, contract/account managers, bankers, etc.) for transaction structuring and submittals through the entire sales process to closing.
• Work with EFOs and bank RM’s to prepare credit facility submittals for underwriting and assist in creating client proposals, pricing runs, and document requests.
• Be a point of contact for clients, Bank Relationship Managers, and internal partners.
• Review and refine, where applicable, Processes and Procedures and look to employ best practices.
• Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description, and location; pricing; tax; and other internal transaction parameters.
• Understand product, pricing, and documentation structures. Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Participate in projects as directed by management or business needs and performs other duties as assigned.
• Opportunity to meet with clients, overnight travel approximately 10%-15% to be considered.
• 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

• Bachelor's Degree (required)

Experience Qualifications

• Minimum 5 years of experience of documentation and account management in equipment leasing, secured lending, or commercial banking. Knowledge of both commercial & Industrial financing sectors as well as syndications buy/sell is preferred. (required)
• Thorough knowledge of the equipment finance sales process, including prospect identification, prospecting, pre-qualification, identification of key issues, proposal development and presentation skills. (required)
• Thorough knowledge of equipment finance documentation and processes, knowledge of Titled vehicle requirements and Aircraft Finance and KYC knowledge is a plus. (required)
• Superior time management skills, training and presentation skills, computer skills and strategic thinking. A working knowledge of computer-based pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting. (required)
• Proactive, detail-oriented, driven to work in a fast-learning environment. Ability to prioritize and reallocate workload in a dynamic, deadline-focused environment. Self-Starter and ability to get the job done. (required)
• Experience working with customers and remote sales teams. Lead cross functional activities to finalize underwriting, leasing terms and conditions, and funding in a timely fashion in accordance with delegations of authority. (required)
• Ability to set appropriate and realistic expectations, both internally and externally, regarding transaction conditions and turn times. Maintain and update pipeline activity, as needed, through online sales management tool to produce a timely and accurate forecast. (required)

Tactical Skills

• Client communication
• Relationship Building
• Service Delivery

Personal Skills

• Collaboration
• Decision Making

Practical Skills

• Oral & Written Communication
• Business Acumen

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

COMPENSATION AND BENEFITS

• This position is eligible to earn a base salary in the range of $70,000 to $95,000 annually depending on location and job-related factors such as level of experience, education, licenses, and certifications. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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