Business Banking Virtual Relationship Manager

Business Banking Virtual Relationship Manager

Location : For Those Who Work At Home, New York

Job Summary

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 cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio.

Essential Functions

• 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.

Education

Work Experience

Skills

Core Competencies

Physical Demands

Travel

Compensation and Benefits

This position is eligible to earn a base hourly rate in the range of $26.92 - $40.87 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. For a list of benefits for which this position is eligible, please visit the provided link.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date : 01 / 30 / 2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.