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Job Summary
The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships.

Essential Functions

• Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect’s business through analysis of their management practices,  portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice.  Viewed by the client as a valued business partner (financial strategist).
• Provides the client with knowledge and access to the breadth of Key’s product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
• Possesses sufficient product knowledge to educate the client on Key’s capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners.
• Structures and leads credit and non-credit product delivery while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations).
• Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings.  Resolves out-of-balance and/or other default situations which may occur in the portfolio.
• Partners effectively with Credit, Product Partners, Servicing, and other partners to identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.
• Develops focused strategies for retaining, growing, acquiring and in some cases exiting client relationships based on the business strategy.
• Demonstrates functional, technical and credit expertise and effectively transfers this knowledge to team members; provides coaching and mentoring to others within the organization.
• Enables successful execution by embracing all business development processes and proactively identifies and communicates areas for continuous improvement.
• Participates in community and professional organizations which enhance our expertise and profile.
• 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 KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

• Bachelor's Degree in accounting, finance or related field (preferred)

• OR equivalent experience (required)

Work Experience

• 7+ years of real estate finance related experience (preferred)
• A proven understanding of the importance of balancing business development and asset quality/risk management (preferred)
• Demonstrated ability to work effectively on a team to maximize the skills and capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team’s financial and risk management goals (preferred)

Skills

• Applies sound judgment in evaluating complex scenarios, balancing risk and opportunity.
• Interprets data trends and performance metrics to inform recruitment strategies and business recommendations.
• Promotes and adheres to KeyBank’s risk management principles in hiring and operational practices.
• Ensures compliance with KYC standards during candidate evaluation and onboarding processes.
• Understands KeyBank’s financial products, services, and strategic goals to align talent acquisition with business needs.
• Prioritizes client satisfaction and candidate experience throughout the recruitment lifecycle.
• Cultivates strong partnerships with clients as well as internal and external stakeholders.
• Familiar with KeyBank’s lending products and retail banking operations to recruit specialized talent.
• Understands mortgage offerings and regulatory considerations to support hiring in lending divisions.
• Maintains up-to-date understanding of KeyBank’s service portfolio to identify talent that drives innovation and growth.

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

• General 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.

Travel

• Occasional travel to include overnight stay.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

Please click for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.