Sr. Field Client, Relationship Officer

Key Bank
US - Washington - Seattle
November 10, 2024
Financial

Location:
For Those Who Work At Home - Various, California 94121 ABOUT THE JOB As an integral member to the Commercial Bank team, collaborates to acquire, expand and retain business clients.
Maintains the "first point of contact" role for any customer service needs, inquiries or problems and ensures that clients receive a full and effective client experience.
ESSENTIAL JOB FUNCTIONS Collaborates with partners to expand and retain business and commercial clients Own maintenance of deposit, loan and cash management services to fully meet the needs of existing clients including project completion and tracking (e.g.
product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
Prepare, deliver, and review agreements.
Adhere to all Risk policies and procedures including QV and Risk Testing initiatives.
Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
Generate cross-sell leads to sales teams and participate in regular bank initiatives.
Partner with internal key stakeholders on more complex client needs Make timely decisions while weighing risks.
Act without being prompted and actively take ownership.
Set clear objectives, define priorities, and use planning tools for effective time management.
Actively monitor progress against deadlines and milestones.
Analyze information using a wide range of sources.
Use the information to draw well-reasoned conclusions, pinpoint key information, identify themes, and produce effective solutions REQUIRED QUALIFICATIONS Bachelor's Degree or similar work experience.
3 or more years of banking or cash management experience.
Demonstrated success in a customer service environment.
Possess strong Analytical and data mining skills to determine appropriate client needs.
Excellent verbal and written communication skills.
Previous experience presenting to clients.
Self-motivated and ability to participate effectively in a highly collaborative work team.
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.
Detail oriented and ability to follow through.
Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.
PREFERRED QUALIFICATIONS 3 or more years of Commercial Banking and/or Cash Mgmt experience.
Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.
COMPETENCIES Strong communication skills.
Strong desire for active learning opportunities Excellent interpersonal and presentation ability Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships.
Demonstrated analytical abilities and negotiation skills.
LOCATION:
Must sit in Western United States markets, Los Angeles/ Orange Country, California preferred covering Clients in those markets.
Can be mobile/remote from LA/Orange Country and Western States with team meetings in the office, and ability to travel to client meetings in markets.
Relocation not offered Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.
As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68,000.00 to $85,000.00 annually depending on location and job-related factors such as level of experience.
Compen

Read the full job description and apply online on the recuiter's web-site

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