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KeyBank Relationship Officer or Senior Relationship Officer, Commercial Bank in Portland, Oregon

Relationship Officer or Senior Relationship Officer, Commercial BankinPortland, ORatKey Bank- Corporate

Date Posted: 9/3/2020

Job Snapshot

  • Employee Type: Full-Time

  • Location: 1211 Southwest 5th Avenue Portland, OR

  • Date Posted: 9/3/2020

About Us

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.

Job Description

Position can be filled as Relationship Officer or Sr. Relationship Officer depending on the candidate's selected skill set/experience.

Resident LOB professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts.

ESSENTIAL JOB FUNCTIONS

  • Adheres to and supports Key s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Very knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence.

  • Coordinates maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to client s overdrafts and insufficient funds.

  • Strong partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, and other 3 rd party vendors.

  • Works to resolve loan/fee payment delinquencies Determines appropriate course of action and directs resources to collect payment or otherwise clear delinquent status.

  • In depth product knowledge and ability to identify referral opportunities for partner products and services. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution.

  • Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits service requests for DDA or general service needs. Coordinates follow-up with internal partners and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests.

  • Promptly provides requested information for GRC testing and other internal/external audits.

MARGINAL OR PERIPHERAL FUNCTIONS

  • Proactively identifies process improvements to continuously enhance client service and documentation quality

  • Acts as backup when needed for STM and peer RO(s).

  • Relied upon to train and mentor other ROs.

  • Assists with other projects as needed.

REQUIRED QUALIFICATIONS - Sr. Relationship Officer

  • Bachelor s degree or equivalent experience.

  • 5+ years related job experience, typically at least 2 years in a Relationship Officer role with a meets or better performance rating.

  • Strong understanding of commercial lending concepts.

  • Excellent knowledge of commercial loan and deposit documentation with proficiency in related client servicing.

  • Previous experience with commercial banking support functions. Possess expertise in the overall servicing of commercial banking clients, including resolution of client issues and the ability to identify cross-sell opportunities.

  • Ability to establish and strengthen effective working relationships among team members and product and support partners.

REQUIRED QUALIFICATIONS - Relationship Officer

  • Bachelor s degree or equivalent experience.

  • Minimum two years related job experience; preferably in banking.

  • Knowledge of commercial loan and deposit documentation and related client servicing .

  • Previous experience with commercial banking support functions, and overall servicing of commercial banking clients.

  • Excellent inter-personal skills, demonstrated written and verbal communication skills.

PREFERRED QUALIFICATIONS

  • Displays strong credit acumen

  • Working knowledge of Key s products and systems.

  • Working knowledge of the loan accounting systems.

  • Management experience.

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.

43102BR

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