Sr. Relationship Manager, Commercial Middle Market
For Those Who Work At Home, CA
Location:
For Those Who Work At Home - Various, California 94121Job Summary
Senior Relationship Manager, Middle Market Commercial
Location: Los Angeles or Orange Counties *** This is not a "remote USA" position. The candidate must be currently living and working in the Los Angeles or Orange Counties.
Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile.
Responsibilities
- Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert" and the primary contact for most client related matters
- Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry
- Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.)
- Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
- Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
- Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions
- Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio
- 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
Education Qualifications
- Bachelor's Degree Bachelor’s degree or 7+ years of related job experience (required)
- Master's Degree Masters in Business Administration (preferred)
Experience Qualifications
- 7+ years Commercial bank direct lending or …
This job isn't fresh anymore!
Search Fresh JobsJob Profile
Not fully remote
Benefits/PerksBase salary Deferred incentive Deferred incentive compensation Short-Term Incentive Short-term incentive compensation
Tasks- Analyze client data
- Drive business development
- Manage client relationships
Banking Business Development Cash Management Commercial Banking Compliance Credit Analysis Customer service Decision making Derivatives Equipment finance Finance Financial advisory Leadership PC Portfolio Management Prospecting Relationship Management Risk Assessment Risk Management Sales methodologies Strategic Thinking Technical Training
Experience7 years
EducationBachelor's Bachelor's degree Business Finance Master's Master's degree MBA
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9