The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor.
Requirements
- Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s).
- Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.
- Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact.
- Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities.
- Review financial statements, assess credit lines, and renew loans.
- Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.
- Aggressively maintain client retention and mitigate profitable client run-off.
- Responsible for various operational tasks while acting as a bank advocate and advisor to the client.
- Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance.
- Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment.
- Strategically manage unprofitable and/or anticipated exiting client relationships.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
