Commercial Relationship Manager
Listed on 2026-10-05
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Location:
130 W 2nd Street, Suite 1950, Dayton Ohio Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations.
- 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
- Complies with all Key Bank policies and procedures
- Bachelor's Degree Bachelor's Degree or equivalent experience in accounting, finance, or related field (preferred)
- Minimum of 5 years Established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. (required)
- Trusted Advisor:
Ability to build trust by taking a client centric approach - Strategic Thinking:
Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions - Technical Expertise:
Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set - Revenue Driver:
Exhibits a relentless focus on creating and driving revenue growth and generating results - Enterprise Mindset:
Demonstrates a broad enterprise perspective and delivers the bank - Effective Sales Approach:
Uses structured sales methodologies, principles and practices without losing sight of the client and environment - Risk Management:
Understands Key’s risk culture and effectively manages risk/reward trade-offs
All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
TravelOccasional travel to include overnight stay.
Driving RequirementsMay need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
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