Upvote
Downvote
Team Lead Business Banking Relationship Manager
Share Job
- Suggest Revision
Full-time
- The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL).
- The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives).
- The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience.
- Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client’s comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings.
- Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred.
Active Job
Updated 1 month agoSimilar Job
Relevance
Active