CareerPlan

Business Banking Relationship Manager

Goshen, NY, USFull-time$80k2026-10-02 → 2026-11-11
Hybrid · United StatesNo visa sponsorship

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

Required skills

Small business/commercial lending expertise, cross-selling capabilities, credit underwriting and risk assessment, structured sales methodologies, industry/geography specialization, portfolio management, cross-functional team leadership

Preferred skills

None stated

Technologies

None stated

Responsibilities

Identify, qualify, and call on prospects to develop a Center of Influence referral network; analyze client business and industry trends to drive focused growth; educate clients on KeyBank products and capabilities; assemble cross-functional teams to respond to customer requests; lead credit processes including underwriting, structuring, and portfolio management; ensure accurate risk assessment of assigned portfolio.

Seniority

Mid-level, hands-on IC