Sr. Relationship Officer
Core
Sr Relationship Officer supporting Commercial Banking Relationship Teams by facilitating service requests, resolving client delinquencies, and ensuring compliance for assigned client portfolios.
Role type
Senior IC commercial banking operations officer
Builds
Commercial deposit and loan accounts for KeyBank clients
Domain
Commercial Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Commercial deposit account setup/maintenance/closure, Loan servicing and delinquency resolution, Regulatory compliance (BSA/AML/Patriot Act/OFAC), Audit coordination (GRC testing), Cross-functional partnership, Process improvement
Preferred skills
Treasury products knowledge, SME in client inquiries, Commercial lending principles
Technologies
Banking core systems, GRC testing tools
Responsibilities
Resolve client overdrafts and insufficient funds, Coordinate new/maintenance/closing of deposit accounts, Direct resources to collect payment on delinquent loans/fees, Respond to routine and complex client inquiries, Submit service requests for DDA needs, Provide information for internal/external audits, Act as backup for Service Team Manager
Seniority
Senior, hands-on IC