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Business Banking Virtual Relationship Manager
KeyBankBusiness Banking Virtual Relationship Manager actively managing client portfolios within Business Banking. Selling and promoting a wide range of financial products and services.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within Business Banking, with a focus on selling financial products, assessing credit lines, and executing small business lending. Strong understanding of the financial services landscape, regulatory requirements, and client retention strategies is essential.
Highest-signal resume keywords
Client Relationship ManagementSmall Business LendingFinancial Statement ReviewCustomer Service SkillsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ProductsCredit Line AssessmentLoan RenewalBusiness Loan OpportunitiesCross-Marketing
Soft Skills
Selling SkillsClient Retention
Certifications & Qualifications
Associate's Degree
Industry Keywords
Business BankingFinancial ServicesRegulatory EnvironmentCompetitive EnvironmentEconomic Drivers
About the role
Key responsibilities & impact- Actively manages a portfolio of clients within the entry end of the Business Banking segment.
- Effectively manage the client relationship by selling and promoting a broad array of financial products and services.
- 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.
- 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.
Requirements
What you’ll need- Associate's degree or equivalent experience (required)
- A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required)
- A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required)
- Small Business lending experience (required)
Benefits
Comp & perks- incentive compensation which may include production, commission, and/or discretionary incentives.