Business Banking Virtual Relationship Manager

KeyCorp
Colorado, Denver
Workplace: RemoteFull timeUSD 27.4 - 41.83 hourlyFunction: Customer Success & Account ManagementExperience: 1+ yearsEducation: associatesSkills: ["Customer service","Sales","Relationship building","Problem-solving","Risk management"]

Manage a portfolio of Business Banking small business clients virtually, building trusted relationships through regular outreach, consultative reviews, and proactive cross-marketing of financial products. Review financial statements, assess credit lines, renew loans, and identify lending opportunities while supporting retention and mitigating profitable run-off. Partner with internal teams and business lines to enhance client experience, ensure compliance, and maintain administrative tasks for the portfolio.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Business Banking Virtual Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Manage a portfolio of Business Banking small business clients virtually, building trusted relationships through regular outreach, consultative reviews, and proactive cross-marketing of financial products. Review financial statements, assess credit lines, renew loans, and identify lending opportunities while supporting retention and mitigating profitable run-off. Partner with internal teams and business lines to enhance client experience, ensure compliance, and maintain administrative tasks for the portfolio.
Location: Colorado, Denver
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Maintain and manage an assigned portfolio of Business Banking small business clients to grow and retain banking relationships.
  • •Proactively call on clients on a set interval to address service or business needs and uncover cross-marketing opportunities.
  • •Promote banking products and services via consultative reviews, keeping clients informed of solutions, promotions, and relevant offerings.
  • •Review financial statements, assess credit lines, renew loans, and complete lending-related responsibilities to identify lending opportunities.
  • •Manage client retention and mitigate profitable client run-off while completing administrative and compliance tasks for the portfolio.
Travel: Low travel

Pay and Benefits

Salary: USD 27.4 - 41.83 hourly

Key Requirements

  • •Associate's degree or equivalent experience (required).
  • •Minimum 1 year of experience in a comparable or skill-transferable role demonstrating strong customer service and selling skills (required).
  • •Minimum 1 year of extensive financial services experience in business/commercial banking with understanding of the regulatory and competitive environment (required).
  • •Small business lending experience (required).
  • •Ability to build trust with a client-centric approach and drive consultative solutions while managing risk/reward trade-offs.
Experience:1+ yearsFinancial servicesBusiness/commercial bankingSmall business lending
Education:Associate's
Skills:Customer serviceSalesRelationship buildingProblem-solvingRisk management

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn