Commercial Relationship Manager
KeyBank · Colorado Springs, CO · 1 wk ago
HybridFinance$116k–$216k/yrFull-time
Responsibilities
- Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters
- Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry
- Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.)
- Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
- Assembles cross-functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
- Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions
- Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio
- 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
Qualifications
- Bachelor's Degree or equivalent experience in accounting, finance, or related field (preferred)
- 5+ years Established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen.