KeyBank

Sr Relationship Manager

KeyBank • $128K — $268K *
Tarrytown, NY 10591In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in accounting, finance, or related field required; Master's preferred.
  • 7+ years of financial services experience required.
  • 1+ years of formal commercial credit training & experience required.
  • Strong track record of achieving performance targets required.
  • 5+ years of experience providing financial expertise to commercial clients preferred.

Responsibilities

  • Serve as the primary financial advisor for commercial clients.
  • Drive business development and maintain a comprehensive understanding of client's business.
  • Manage key issues like capital raising and regulatory compliance with clients.
  • Educate clients on the bank's product offerings and expertise.
  • Identify cross-sell opportunities and collaborate with other bankers on solutions.
  • Lead credit processes, ensuring quality and compliance in underwriting.
  • Mentor junior Relationship Managers to build team capabilities.

Benefits

  • Access to flexible work arrangements as appropriate.
  • Participation in a team-focused environment.
  • Opportunities for mentoring and professional development.
  • Involvement in strategic planning for the commercial team.
  • Potential for incentive compensation based on performance.
Full Job Description
Location:
660 White Plains Road, Tarrytown New York

Job Summary
The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services.

**Position will be located remotely in NJ only, while we work on opening an office in NJ. Candidates MUST live in the NJ market.**

Essential Functions
  • Serve 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.
  • Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.
  • Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
  • Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.
  • Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.
  • Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.
  • Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
  • Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.
  • Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
  • Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
  • Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
  • Contribute to strategic planning and initiatives of the commercial team.
  • Maximize profitability of assigned portfolio by effectively selling the value Key provides.
  • 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 or equivalent experience (required)
  • Master's Degree (preferred)


Work Experience
  • 7+ years of financial services experience (required)
  • 1+ years Formal commercial credit training & experience from a bank or financial institution (required)
  • Strong track record of achieving performance targets (required)
  • 5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred)
  • Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)
  • Involvement in relevant boards and/or industry organizations (preferred)


Skills
  • Prioritizing the needs, goals, and success of clients in every decision and interaction, ensuring tailored and responsive service.
  • Making decisions that reflect high ethical standards, balancing client needs with regulatory and organizational responsibilities.
  • Taking ownership of decisions, actions, and outcomes, and holding oneself and others responsible for delivering results.
  • Anticipating future trends and aligning client strategies with long-term business goals and market opportunities.
  • Communicating clearly and persuasively with senior executives, both internally and externally, to influence decisions and build trust.
  • Understanding the financial, operational, and strategic drivers of commercial organizations to provide relevant and impactful banking solutions.
  • Effectively using customer relationship management systems to track interactions, manage pipelines, and support relationship development.
  • Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
  • Possessing deep knowledge of commercial banking products and services, and how they apply to the unique needs of commercial clients.
  • Designing and negotiating complex financial solutions that align with client needs and the bank's risk and profitability standards.
  • Systematically evaluate the likelihood and impact of risks and identify leading indicators to support informed decision-making and protect the client's and bank's interests.


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.


Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here 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.

Job Posting Expiration Date: 07/10/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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