Overview You serve as the trusted Business Banking advisor and primary contact, delivering a full suite of KeyBank products to grow client relationships. You will assess client needs, articulate how capabilities like cash management and equipment finance support their business, and lead cross-functional responses to requests. Your focus is on acquiring new clients and expanding existing relationships while maintaining strong risk discipline. This role offers meaningful impact through strategic client partnerships and revenue growth.
Responsibilities- Act as the client expert and primary liaison for business banking matters
- Identify and pursue growth through client understanding, data analysis, and market trends
- Educate clients on KeyBank capabilities across cash management, payments, and financing
- Maintain an active prospecting and COI network; qualify leads and convert opportunities
- Coordinate cross-functional teams to fulfill client requests and identify cross-sell opportunities
- Partner with Credit and lead credit processes while ensuring asset quality and risk assessment
- Manage portfolio activities, underwriting, structuring, and ongoing risk oversight
- Comply with KeyBank policies and uphold professional ethics and client interests
Key requirements- Bachelor's Degree or equivalent experience
- Minimum 3 years' experience in a small business/commercial lending environment
- Minimum 1 year of cross-selling products and meeting aggressive sales goals
- Client-centric approach
- Long-term problem solving and decision making
- Industry/geography expertise
- Financial analysis and interpretation
- Credit assessment and risk management
- Cross-functional collaboration and stakeholder management
