Strategic Business Banking Advisor

KeyBank; City of Middletown (NY); Hybrid; USD 80.000 - 150.000; Vollzeit

Zusammenfassung

KeyBank in Goshen, NY, seeks a Business Banking Relationship Manager to serve as a trusted advisor and primary contact for clients, offering a full range of Core Business Banking products and solutions. You will focus on acquiring new relationships and growing existing ones while managing risk, credit, and compliance in partnership with our credit teams and cross-functional experts.

The role emphasizes building a COI network, proactive prospecting, and leading portfolio management to drive

Qualifikationen

• Bachelor's Degree or equivalent required.
• At least 3 years in small business/commercial lending.
• At least 1 year of cross-selling products and meeting sales goals.

Aufgaben

• This role serves as the trusted financial advisor and primary contact for clients.
• Drives growth by understanding the client's business and industry trends.
• Educates clients on Key's capabilities and banking solutions (cash management, payments, equipment finance).
• Maintains an active prospecting effort and builds a COI referral network.
• Assembles cross-functional teams to respond to client requests and supports credit decisions.

Kenntnisse

Client-centric

Relationship building

Revenue growth

Risk awareness

Sales methodologies

Risk management

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

KeyBank in Goshen, NY, seeks a Business Banking Relationship Manager to serve as a trusted advisor and primary contact for clients, offering a full range of Core Business Banking products and solutions. You will focus on acquiring new relationships and growing existing ones while managing risk, credit, and compliance in partnership with our credit teams and cross-functional experts.

The role emphasizes building a COI network, proactive prospecting, and leading portfolio management to drive