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About Key
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Cleveland-based KeyCorp is one of the
nation's largest bank-based financial services companies, with assets of
approximately $87 billion. Key companies provide investment management,
retail and commercial banking, consumer finance, and investment banking
products and services to individuals and companies throughout the
United States and, for certain businesses, internationally. The
company's businesses deliver their products and services through
branches and offices; a network of 1,576 ATMs; telephone banking centers
800-KEY2YOU® (800-539-2968); and a website, Key.com®, that provides
account access and financial products 24 hours a day.
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About the Business
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About the Job
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The Relationship Manager is critical to
delivering on Key's mission: As financial navigators for life, we
deliver solutions to make it easier for clients to achieve their
financial goals. Primary focus is to acquire new consumer and small
business clients and to expand relationships with existing clients.
Develops a comprehensive understanding of client needs by using the
Desktop technology to gather and document client data and assess
financial needs. Effectively manages clients/book of business by
identifying products and services to meet client needs and/or refers to
appropriates sales professionals in Retail, Investment Services,
Mortgage or Business Banking. Maintains an awareness of competitors'
strengths/weakness and product offerings/pricing. Meets or exceeds
established sales, cross-sell and referral goals. Participates in and
may assist with the coordination of branch promotions by creating and/or
organizing campaign material.
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Essential Job Functions
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****This position could be filled as either a Relationship Manager I, II or a Licensed Relationship Manager****
Develops and maintains an in-depth knowledge of products and
services as well as knowledge of competitors and competitive products.
Calls Book of Business and system generated leads to prospect for cross
sell and retention; documenting activities by using the call report
feature in the desktop. Grows a profitable book of business to achieve
individual and team goals. Builds client referral pipeline via
identification and development of internal and external centers of
influence. Develops new and expands existing client relationships by
participating in business development activities, proactively reviewing
clients' current and changing financial needs, and promoting products
and services. Collaborates with business partners by making referrals
and conducting joint calls to deepen the client relationship. Actively
listens to concerns, presents a clear concise picture and provides the
client with a tailored solution to close the sale. Accurately completes
new account documentation and system input according to Key's policies
and procedures. Ensures that new customer relationships consistently
meet all compliance requirements. Contributes to the branch
profitability by participating in branch initiatives.
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Required Qualifications
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Relationship Manager I (Job Code 104750, SG/BD 76)
-Undergraduate degree in business related field or equivalent experience.
-Minimum of two (2) years with experience in developing current and
new customer relationships, achieving sales goals and building referral
sources.
-Demonstrated strong customer service skills.
-Excellent communication skills and ability to work in a team environment.
-Financial services product knowledge.
-Understands personal and commercial financial statements.
-Experience with outside calling.
-General knowledge of commercial lending to small businesses.
Relationship Manager II ¿ Unlicensed (Job Code 104748, SG/BD 78)
-Undergraduate degree in business related field or equivalent experience.
-Minimum of three to five (3-5) years experience in financial
services including developing current and new customer relationships,
achieving sales goals and building referral sources.
-Proficiency in sales and service techniques, including tele-consulting, prospecting and networking.
-Excellent communications skills and ability to work in a team environment.
-Strong financial acumen.
-Understand commercial lending and small business operations.
Licensed Relationship Manager II* (Job Code 104749, SG/BD 79)
-Undergraduate degree in business related field or equivalent experience.
-Minimum of three to five (3-5) years experience in financial
services with including developing current and new customer
relationships, achieving sales goals and building referral sources.
-Proficiency in sales and service techniques, including tele-consulting, prospecting and networking.
-Excellent communications skills and ability to work in a team environment.
-Strong financial acumen.
-Understand commercial lending and small business operations.
-FINRA Series 6 and 63 investment licenses.
-State Insurance License
¿ Investment products are offered through Key Investment Services
LLC (KIS), member FINRA/SIPC. Insurance products are offered through
KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated
with KeyBank National Association (KeyBank).
Insurance products are offered through KeyCorp Insurance Agency USA,
Inc. (KIA). KIS and KIA are affiliated with KeyBank National
Association (KeyBank).
Employees in this job are required to comply with all rules and
regulations of The Secure and Fair Enforcement for Mortgage Licensing
Act of 2008 (The SAFE Act).
Ability to use: PC (MS Windows and Office Products (including Word, Excel, etc.), Desktop.
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Careers at Key
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KeyCorp is an Equal Opportunity Employer M/F/D/V |
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