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KeyBank - San Francisco, CA

posted about 2 months ago

Full-time - Senior
Remote - San Francisco, CA
Credit Intermediation and Related Activities

About the position

The Senior Relationship Manager for Middle Market Commercial at Key Bank serves as a trusted financial advisor and primary contact for clients with complex banking needs. This role focuses on acquiring new relationships and managing existing ones, ensuring client satisfaction through a comprehensive understanding of banking products and services. The position requires strong risk management skills and the ability to collaborate with cross-functional teams to meet client demands and adhere to profitability standards.

Responsibilities

  • Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs.
  • Drives a focused growth and business development effort by creating and maintaining a clear understanding of the client's business/industry.
  • Provides and educates the client on Key's capabilities in key product areas such as cash management and derivatives.
  • Maintains active prospecting efforts, including identification, qualification, and calling.
  • Assembles cross-functional teams to respond to customer requests and identify cross-sell opportunities.
  • Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members.
  • Leads and participates in credit processes, ensuring sound asset quality and directing the preparation of Asset Quality Reports.
  • Performs other duties as assigned, complying with all KeyBank policies and procedures.

Requirements

  • Bachelor's degree or 7+ years of related job experience (required).
  • 7+ years of commercial bank direct lending or related experience with a focus on business development and relationship management (required).
  • 1-3 years of formal commercial credit training & experience from a bank or financial institution (required).

Nice-to-haves

  • Master's degree in Business Administration (preferred).
  • Ability to build trust by taking a client-centric approach.
  • Demonstrates expertise within defined industry or geography and within product set.
  • Exhibits a relentless focus on creating and driving revenue growth.
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