Strategic Commercial Banking Leader & Trusted Advisor

KeyBank; Boston (MA); On-site; USD 128,000 - 268,000; Full time

Job summary

KeyBank is seeking a Senior Relationship Manager, Commercial in Boston to serve as the primary contact and Financial Advisor for commercial clients. You will lead all aspects of business development and relationship management in a targeted geographic area, collaborating with bankers and product partners to deliver tailored solutions that meet client needs.

You will direct plan implementation, drive profitability through cash management, credit quality, and strategic advisory services, and

Qualifications

• Bachelor's Degree in accounting, finance, or related field (required)
• 7+ years of financial services experience (required)
• 1+ years Formal commercial credit training & experience from a bank or financial institution (required)
• Strong track record of achieving performance targets (required)
• Experience in relationship management teams balancing business development and asset quality (preferred)

Responsibilities

• Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "+expert" and the primary contact for most client-related matters.
• Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.
• Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
• Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.
• Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.
• Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.
• Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
• Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.
• Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
• Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
• Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
• Contribute to strategic planning and initiatives of the commercial team.
• Maximize profitability of assigned portfolio by effectively selling the value Key provides.

Skills

Business development

Relationship management

Credit assessment

Strategic advisory

Mentoring

Cross-functional leadership

Client communication

Education

Bachelor's Degree in accounting, finance, or related field

Master's Degree

Tools

CRM systems

Job description

KeyBank is seeking a Senior Relationship Manager, Commercial in Boston to serve as the primary contact and Financial Advisor for commercial clients. You will lead all aspects of business development and relationship management in a targeted geographic area, collaborating with bankers and product partners to deliver tailored solutions that meet client needs.

You will direct plan implementation, drive profitability through cash management, credit quality, and strategic advisory services, and