Business Banking Relationship Manager
Core
Serves as a trusted financial advisor and business partner to small business/commercial clients, driving growth by acquiring new relationships and managing existing portfolios while providing comprehensive banking solutions.
Role type
Business Banking Relationship Manager
Builds
Cash management, payments, equipment finance, and other core business banking products
Domain
Commercial Banking / Small Business Lending
Deliverable
client delivery
Required skills
Credit underwriting, portfolio management, sales prospecting, cross-selling, risk assessment, industry analysis, structured sales methodologies
Preferred skills
Centered client approach, long-term problem solving, revenue growth focus, understanding of financial/operational drivers, risk/reward trade-off management
Technologies
PC/laptop, banking software platforms
Responsibilities
Analyze client business and industry trends to drive growth; educate clients on KeyBank product capabilities; assemble cross-functional teams for complex requests; lead credit processes including underwriting and portfolio management; maintain active prospecting and referral networks; ensure accurate risk assessment of assigned portfolio.
Seniority
Mid-level, hands-on IC
