What are the responsibilities and job description for the Financial Relationship Manager position at KeyBank?
About the Role
We are seeking a skilled Financial Relationship Manager to join our team. As a key member of our sales force, you will be responsible for developing and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to help them achieve their goals.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build trust and rapport with clients from diverse backgrounds. You will work closely with our branch teams to understand client needs, provide expert advice, and implement effective solutions.
This role requires a strong understanding of consumer credit, including loan-to-value ratios, debt-to-income calculations, and credit reports. Additionally, you should have a solid foundation in sales and service techniques, with experience in tele-consulting, outside calling, prospecting, and networking.
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Collaborate with branch teams to identify client needs and provide expert advice.
- Maintain knowledge of consumer credit, including loan-to-value ratios, debt-to-income calculations, and credit reports.
- Utilize sales and service techniques to deliver exceptional client experiences.
