KeyBank Senior Banker in Plymouth Meeting, Pennsylvania
Senior BankerinPlymouth Meeting, PAatKey Bank- Corporate
Date Posted: 10/23/2019
Employee Type: Full-Time
Location: 401 Plymouth Road Plymouth Meeting, PA
Job Type: Banking
Experience: Not Specified
Date Posted: 10/23/2019
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
ABOUT THE JOB (JOB BRIEF):
Serves as the senior account executive and trusted advisor for specific "focus" commercial clients. The Senior Banker is accountable for handling all aspects of the client relationship. Collaborates with product partners on the development and delivery of significant ideas and solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Drives financial performance through profitable revenue growth and quality credit. The Senior Banker possesses the capability to independently handle structuring and execution of large/complex transactions.
ESSENTIAL JOB FUNCTIONS:
Serves as the Trusted Financial Advisor to clients, and functions as the senior Commercial Banking client "expert" and the go- to person for the client. Deals with strategic issues including capital raising, ownership transition planning, Mergers and Acquisitions. Develops focused strategies for acquiring, retaining and growing "focus" commercial clients. Continually contributes new client acquisitions through their well developed and broad network. Champions and leads all business development efforts for specific client and/or prospect base. Drives a targeted business development effort by developing a clear and holistic understanding of the client's or prospect's business/industry. Manages the largest client relationships and the most complex transactions. Viewed by the client as a senior business partner (financial strategist) and shares a skilled financial perspective. Conducts client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with deep knowledge in key product areas (cash management, derivatives, equipment finance, etc.) and utilizes a visionary approach to educate the client on Key's capabilities. Coordinates organizational resources by identifying key contributors, communicating relevant information, and building collaborative, customer- focused relationships. Identifies cross- sell opportunities and partners with Product Specialists to structure, coordinate and sponsor credit and non- credit products/services. Conducts collaborative client relationship reviews with product partners. Utilizes a consultative problem solving approach to solving customer issues; goes beyond product needs to value- added business process improvements and opportunities in alignment with customer objectives. Serves as a resource/mentor to the commercial banking team and internal partners; continually builds knowledge and capabilities within the industry segment and stays abreast of competitive trends. Maintains communications with top industry leaders and product partners. Maximizes profitability of assigned portfolio by effectively selling the value Key provides. Maintains outstanding functional/technical sales and credit expertise. Shares this knowledge with team members. Partners effectively with Credit Officers, as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities. Directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio. Resolves out of formula situations on borrowing base facilities.
Bachelor's Degree or equivalent experience in accounting, finance, or related field. Minimum 10 - 12+ years of financial services related experience. 5 - 7 years of high performance experience providing financial expertise, counsel and customized solutions to business clients with sales over $5 million. Established business development skills; sought out for expertise. Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. Demonstrated excellent written and verbal communication skills. Confirmed superior client relationship and internal partnering skills. Ability to use applicable equipment, which may include: PC, Microsoft Office and various Key proprietary systems e.g. Desktop, etc.
FLSA STATUS: Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.