Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Business Resource Center RM

Expired Job

Keybank National Association Cleveland , OH 44114

Posted 2 months ago

Job Description: The Business Resource Center Relationship Manager (BRC RM) proactively manages a book of business of approximately 350 clients to deepen and retain relationships through credit, deposit and other banking products; doing so within a virtual team environment with a focus on contacting every client once per quarter and utilizing strong business acumen. Partners closely with the branches to provide support in all stages of the credit and risk processes while establishing rapport to build and maintain positive relationships with internal and external partners. Resolve client issues and execute appropriate action. Partners with various functional groups and lines of business throughout the bank for cross sell opportunities.


  • Actively manages a book of approximately 350 business banking clients whose annual sales are between $1 - $3MM

  • Grows and maintains a profitable book of business by proactively reviewing client's current and changing financial needs, and promoting products and services to profitable clients and partners with Business Banking, Cash Management, Key Merchant Services and other centers of expertise to best meet client needs.

  • Understands credit needs and in partnership with the credit specialist, is able to explain/translate complex financial instruments clearly, ensuring client comprehension and knowledge.

  • Partners with credit specialist to review personal and business financial data to deepen client relationships.

  • Meet and exceed individual sales goals while contributing to the overall sales success of the team.

  • Effectively builds clients relationships in a fast paced, virtual environment through both telephone contact and e-mail correspondence.

  • Recognizes client needs and opportunities to offer additional or enhanced products and services.

  • Ensures that all clients within the individual BRC RM book of business are contacted quarterly to maintain and expand client relationships by proactively reviewing client's current and changing financial needs and offering the appropriate solutions through products and services.

  • Develops and maintains an in-depth knowledge of competitive products and services as well as knowledge of competitors.

  • Embraces a teamwork attitude and enhance the professional atmosphere that leads to a successful sales environment.

  • Adhere to established policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy.


  • BA/BS degree or equivalent relevant business experience.

  • Minimum three years of sales experience required.

  • Excellent verbal and written communication skills.

  • Demonstrated strong customer service skills.

  • Demonstrated success in cross-selling, up-selling and sales referring.

  • Ability to work in a dynamic, fast paced, high pressure environment.

  • Excellent phone communication skills.

  • Demonstrated success meeting established sales/referral goals


KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.


Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank's Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 31791BR

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Analyst II

National General

Posted 6 days ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 Job Description * Job Description Primary Purpose: Responsible for providing business analytical support by documenting business requirements for the development of new business systems and enhancements to existing systems. Contribute to solving problems by becoming an expert in the business workflows and use of applications as well as existing system functionality. Seek positive outcomes by working closely with technology teams, operations, IT department, vendors, other departments and business resources to identify and implement solutions that support the business unit's goals. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Gather and document quality user requirements and create supporting documentation per established procedures (i.e. requirements, BRD) * Document and analyze AS IS and TO BE business processes ensuring that underlying issues and concerns are addressed with project deliverables * Assist in the execution of a project by leading requirement review meetings with IT and business partners to obtain sign-off * Drive solutions by developing and maintaining a comprehensive knowledge of systems used by business partners to make recommendations for solutions that focus on business need * Work with business and the development team to review and approve solutions/design ensuring transparency across the teams * Work with test lead to define testing strategy and identify use cases * Participate in monitoring and approval of test results * Lead User Acceptance Testing with business representatives when needed * Work with training department to develop training strategy; define training requirements * Coordinate rollout activities with business which include coordinating pilot (if applicable) and preparing release notes, user guides and training material for the end users * Complete production acceptance of change which includes end user participation and validation of successful implementation * Perform post production support by performing knowledge transfer to Support team to ensure they are able to investigate and resolve issues; provide guidance and/or help in investigating and resolving issues * Perform post implementation review and contribute to identification of lessons learned * Participate in and/or lead project meetings as needed; publish meeting minutes * Participate in project planning by contributing to the creation of project timeline with individual tasks * Provide project updates including identification of issues and risks * Provide support to Project Management group and other business units as directed * Prepare formal presentations, written reports and general project documents as deemed appropriate * Plan and organize assignments to achieve objectives in a timely manner in accordance with applicable quality standards * Inform Management of any facts, events or information that may impact the success of a project or deliverable Minimum Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor Degree or in-lieu of degree, equivalent education, training and work-related experience * 2+ years of experience in a technology environment * 2+ years of experience in the role of a business analyst * Understanding of the Software Development Lifecycle including Waterfall and Agile methodologies * Ability to speak to and present information to groups of people with ease; meeting facilitation * Effective organizational and time management skills with the ability to work under pressure and adhere to project deadlines * Possess knowledge of project execution and project leadership * Ability to problem solve, make decisions and empathize with others * Possess effective verbal, written and face-to-face communication skills * Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) * Experience working with outsourced staff both US and Internationally * Possess strong attention to detail and multi-tasking skills * Self-motivated and ability to work with minimal supervision Desired Skills: * 2+ years of experience in the Property/Casualty insurance industry * Possess a general understanding of insurance applications * Maintain appropriate licensing and educational requirements (i.e. 10 hours of business writing and analysis courses) * Experience working with Microsoft TFS, Quickbase and Sharepoint applications * SQL Experience Job Requirements * About National General Holdings: National General Holdings Corp. is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products. National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team! Companies and Partners Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident. In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including: * Paid Training * Medical, Dental, Vision benefits * Wellness Programs * Life and Short/Long Term Disability Insurance * 401k w/ Company Match * Company Paid Holidays & Generous Time-off policy * Employee Discount Program * Career Advancement and Development Opportunities * On-site Healthcare Clinic (Winston-Salem and Cleveland offices) * On-site Fitness Center (Cleveland and Dallas offices) * Subsidized parking (Cleveland office) National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000. * National General Cleveland OH

Business Resource Center RM

Expired Job

Keybank National Association