Business Banking Virtual RM - Careers at KeyBank
KeyBank
Business Banking Virtual RM - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients and communities through innovative financial solutions. With a strong presence in business banking, we provide comprehensive services tailored to small businesses, helping them thrive in competitive markets. Join our dynamic team and leverage our resources to build lasting client relationships while advancing your career in financial services.
Position Summary
The Business Banking Virtual Relationship Manager (RM) at KeyBank actively manages a portfolio of small business clients from a work-at-home setup in the Hudson Valley, NY area. As a trusted advisor, you'll promote financial products, identify cross-selling opportunities, and drive client retention. This role demands strong consultative selling skills, financial acumen, and a client-centric approach to deliver impactful banking solutions virtually.
Key Responsibilities
- Maintain and grow an assigned portfolio of Business Banking small business clients through proactive outreach.
- Conduct regular calls to address client needs and cross-market products like loans and financial services.
- Collaborate with partners for joint calls and opportunity referrals.
- Review financial statements, assess credit, renew loans, and handle lending responsibilities.
- Mitigate client run-off and ensure compliance with all KeyBank policies.
Required Qualifications
- Associate's Degree or equivalent experience.
- 1+ years in a comparable role with strong customer service and selling skills.
- 1+ years in business/commercial banking with regulatory knowledge.
- Small business lending experience required.
- Must reside in Hudson Valley, NY area.
Key Skills: Client relationship management, revenue growth focus, risk management, structured sales methodologies, and expertise in banking products.
Why Join Us
At KeyBank, enjoy work-from-home flexibility, competitive pay ($55,993 - $84,971 yearly), and a supportive virtual team environment. Develop strategic partnerships, embrace innovation, and contribute to client success while advancing in a values-driven organization. KeyBank offers professional growth, ethical leadership, and the chance to make a real impact in business banking. Apply today for this mid-level, full-time opportunity in Hudson Valley, NY!
Locations
- Hudson Valley, New York, United States
Salary
55,993 - 84,971 USD / yearly
55,993 - 84,971 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Ability to build trust by taking a client-centric approachintermediate
- Deploys a long-term, innovative approach to problem-solving and decision-makingintermediate
- Demonstrates expertise within defined industry or geography and product setintermediate
- Exhibits a relentless focus on creating and driving revenue growthintermediate
- Understanding of financial, operational, and strategic drivers of client organizationsintermediate
- Uses structured sales methodologies and practicesintermediate
- Understands Key’s risk culture and manages risk/reward trade-offsintermediate
- Maintain and nurture client relationships through regular communicationintermediate
- Promote various banking products and servicesintermediate
- Independently package and present credit deals with thorough analysisintermediate
Required Qualifications
- Associate's Degree or equivalent experience (required) (experience)
- A minimum of 1 year of experience in a comparable or skill transferrable role with strong customer service & selling skills (required) (experience)
- A minimum of 1 year of extensive financial services experience in business/commercial banking (required) (experience)
- Small Business lending experience (required) (experience)
- Applicants must be located in the Hudson Valley, NY area (experience)
Responsibilities
- Maintain and manage an assigned client portfolio of Business Banking Small Business clients to grow and retain relationships
- Proactively call on assigned clients within set interval periods to address service or business-related needs
- Promote and cross-market products and services through consultative review and proactive contact
- Make joint calls with partners to enhance selling skills and uncover opportunities
- Review financial statements, assess credit lines, and renew loans
- Identify opportunities to lend and complete associated lending responsibilities
- Aggressively maintain client retention and mitigate profitable client run-off
- Manage administrative tasks to ensure bank compliance
- Embrace a virtual team model and strategically manage unprofitable client relationships
Benefits
- general: Work from home flexibility for those in Hudson Valley, NY area
- general: Competitive salary and comprehensive benefits package
- general: Opportunity to become a trusted advisor in business banking
- general: Professional development through strategic partnerships and virtual team model
- general: Supportive environment aligned with KeyBank's values and leadership competencies
Tags & Categories
Answer 10 quick questions to check your fit for Business Banking Virtual RM - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Business Banking Virtual RM - Careers at KeyBank
KeyBank
Business Banking Virtual RM - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients and communities through innovative financial solutions. With a strong presence in business banking, we provide comprehensive services tailored to small businesses, helping them thrive in competitive markets. Join our dynamic team and leverage our resources to build lasting client relationships while advancing your career in financial services.
Position Summary
The Business Banking Virtual Relationship Manager (RM) at KeyBank actively manages a portfolio of small business clients from a work-at-home setup in the Hudson Valley, NY area. As a trusted advisor, you'll promote financial products, identify cross-selling opportunities, and drive client retention. This role demands strong consultative selling skills, financial acumen, and a client-centric approach to deliver impactful banking solutions virtually.
Key Responsibilities
- Maintain and grow an assigned portfolio of Business Banking small business clients through proactive outreach.
- Conduct regular calls to address client needs and cross-market products like loans and financial services.
- Collaborate with partners for joint calls and opportunity referrals.
- Review financial statements, assess credit, renew loans, and handle lending responsibilities.
- Mitigate client run-off and ensure compliance with all KeyBank policies.
Required Qualifications
- Associate's Degree or equivalent experience.
- 1+ years in a comparable role with strong customer service and selling skills.
- 1+ years in business/commercial banking with regulatory knowledge.
- Small business lending experience required.
- Must reside in Hudson Valley, NY area.
Key Skills: Client relationship management, revenue growth focus, risk management, structured sales methodologies, and expertise in banking products.
Why Join Us
At KeyBank, enjoy work-from-home flexibility, competitive pay ($55,993 - $84,971 yearly), and a supportive virtual team environment. Develop strategic partnerships, embrace innovation, and contribute to client success while advancing in a values-driven organization. KeyBank offers professional growth, ethical leadership, and the chance to make a real impact in business banking. Apply today for this mid-level, full-time opportunity in Hudson Valley, NY!
Locations
- Hudson Valley, New York, United States
Salary
55,993 - 84,971 USD / yearly
55,993 - 84,971 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Ability to build trust by taking a client-centric approachintermediate
- Deploys a long-term, innovative approach to problem-solving and decision-makingintermediate
- Demonstrates expertise within defined industry or geography and product setintermediate
- Exhibits a relentless focus on creating and driving revenue growthintermediate
- Understanding of financial, operational, and strategic drivers of client organizationsintermediate
- Uses structured sales methodologies and practicesintermediate
- Understands Key’s risk culture and manages risk/reward trade-offsintermediate
- Maintain and nurture client relationships through regular communicationintermediate
- Promote various banking products and servicesintermediate
- Independently package and present credit deals with thorough analysisintermediate
Required Qualifications
- Associate's Degree or equivalent experience (required) (experience)
- A minimum of 1 year of experience in a comparable or skill transferrable role with strong customer service & selling skills (required) (experience)
- A minimum of 1 year of extensive financial services experience in business/commercial banking (required) (experience)
- Small Business lending experience (required) (experience)
- Applicants must be located in the Hudson Valley, NY area (experience)
Responsibilities
- Maintain and manage an assigned client portfolio of Business Banking Small Business clients to grow and retain relationships
- Proactively call on assigned clients within set interval periods to address service or business-related needs
- Promote and cross-market products and services through consultative review and proactive contact
- Make joint calls with partners to enhance selling skills and uncover opportunities
- Review financial statements, assess credit lines, and renew loans
- Identify opportunities to lend and complete associated lending responsibilities
- Aggressively maintain client retention and mitigate profitable client run-off
- Manage administrative tasks to ensure bank compliance
- Embrace a virtual team model and strategically manage unprofitable client relationships
Benefits
- general: Work from home flexibility for those in Hudson Valley, NY area
- general: Competitive salary and comprehensive benefits package
- general: Opportunity to become a trusted advisor in business banking
- general: Professional development through strategic partnerships and virtual team model
- general: Supportive environment aligned with KeyBank's values and leadership competencies
Tags & Categories
Answer 10 quick questions to check your fit for Business Banking Virtual RM - Careers at KeyBank @ KeyBank.
Related Books and Jobs