Senior Commercial Banking Relationship Leader & Trusted Advisor

KeyBank; New York (NY); Hybrid; USD 123,000 - 257,000; Full time

Job summary

KeyBank in New York seeks a Relationship Manager and Financial Advisor for clients with complex needs, offering cash management, derivatives, and equipment finance. Focus on acquiring new relationships and growing existing ones while maintaining sound risk practices.

You will lead cross-functional teams, partner with Credit Officers, and manage credit processes to ensure asset quality and profitable growth across the portfolio.

Qualifications

• Bachelor's Degree required; 7+ years commercial bank lending experience preferred.
• 1+ years formal commercial credit training in banking or financial institution.
• MBA or related advanced degree preferred.

Responsibilities

• Serve as Relationship Manager and trusted advisor to complex clients.
• Grow new relationships and manage existing client portfolios.
• Present KeyBank capabilities in cash management, derivatives, equipment finance, etc.
• Coordinate cross-functional teams to respond quickly to client requests.
• Partner with Credit Officers for credit decisions and risk management.
• Ensure asset quality through portfolio management and reporting.
• Comply with KeyBank policies and procedures.

Skills

Trusted Advisor

Strategic Thinking

Technical Expertise

Revenue Driver

Risk Management

Enterprise Mindset

Effective Sales

Education

Bachelor's Degree

Master's Degree

Job description

KeyBank in New York seeks a Relationship Manager and Financial Advisor for clients with complex needs, offering cash management, derivatives, and equipment finance. Focus on acquiring new relationships and growing existing ones while maintaining sound risk practices.

You will lead cross-functional teams, partner with Credit Officers, and manage credit processes to ensure asset quality and profitable growth across the portfolio.