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.
ESSENTIAL JOB FUNCTIONS
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.
ABOUT THE BUSINESS:
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.
Keybank National Association