Client Relationship Manager jobs at Webster Bank

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: • Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. • Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. • Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. • Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. • Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. • Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: • 4+ years of experience in credit underwriting, financial analysis, and portfolio management. • 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. • 2+ years of expertise in financial modeling, risk assessment, and loan structuring. • 2+ years of proven ability to manage client relationships and negotiate deal terms. • 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). • 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. • Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? • High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. • Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. • Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. • Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year

Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW (High Net Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new AUM (Assets Under Management)and Gross Revenue. As our High-Net-Worth Relationship Manager you will: + Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk + Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators + Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources in the Northeast + Grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements + Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments You´ll likely have the following qualifications to succeed in this role: + Familiarity in working with clients and prospects who are high-potential future HNW/UHNW (Ultra High Net Worth) clients + Experienced relationship manager in the banking sector + Proven track record in asset gathering, asset growth and revenue generation + Excellent commercial and negotiation skills, strong customer service focus + Highly developed communication skills for use in direct client contact and problem solving + Excellent understanding of financial markets and products + Ability to provide strong financial and statistical analysis + Attention to detail and the ability to think creatively to solve problems + Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66 + Bachelor's Degree required As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York City

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW (High Net Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new AUM (Assets Under Management) and Gross Revenue. As our High-Net-Worth Relationship Manager you will: * Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk * Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators * Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources in the Northeast * Grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements * Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments You´ll likely have the following qualifications to succeed in this role: * Familiarity in working with clients and prospects who are high-potential future HNW/UHNW (Ultra High Net Worth) clients * Experienced relationship manager in the banking sector * Proven track record in asset gathering, asset growth and revenue generation * Excellent commercial and negotiation skills, strong customer service focus * Highly developed communication skills for use in direct client contact and problem solving * Excellent understanding of financial markets and products * Ability to provide strong financial and statistical analysis * Attention to detail and the ability to think creatively to solve problems * Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66 * Bachelor's Degree required As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW (High Net Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new AUM (Assets Under Management) and Gross Revenue. As our High-Net-Worth Relationship Manager you will: Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources in the Northeast Grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments You´ll likely have the following qualifications to succeed in this role: Familiarity in working with clients and prospects who are high-potential future HNW/UHNW (Ultra High Net Worth) clients Experienced relationship manager in the banking sector Proven track record in asset gathering, asset growth and revenue generation Excellent commercial and negotiation skills, strong customer service focus Highly developed communication skills for use in direct client contact and problem solving Excellent understanding of financial markets and products Ability to provide strong financial and statistical analysis Attention to detail and the ability to think creatively to solve problems Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66 Bachelor's Degree required As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: Provide financial solutions and opportunities to your portfolio of clients Increase wallet share of existing clients and identifying product opportunities within the business Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline You´ll likely have the following qualifications to succeed in this role: Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources Strong business development skills to work with outside COI's to develop self-sourced business Self-Motivated and Self-driven individual with strong relationship and communications skills. Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay package in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Work style: Office Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing clients and identifying product opportunities within the business + Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline You´ll likely have the following qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources + Strong business development skills to work with outside COI's to develop self-sourced business + Self-Motivated and Self-driven individual with strong relationship and communications skills. + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment + Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay package in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Buffalo

The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the 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. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted 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 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, but not limited to raising capital, regulatory compliance, ownership transition planning, M&A and revenue cycle management. Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more. Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services. Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network. 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. 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. 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 5+ years of financial services related experience (required) 1+ years formal commercial credit training & experience from a bank or financial institution (preferred) 1+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in emerging to middle-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) Strong track record of achieving performance targets (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. Analyzing complex problems and data to develop logical, well-reasoned solutions that support client and business objectives. 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. 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 $112,000.00 - $210,000.00 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 subject to individual and company performance. 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: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Job Description - Senior Relationship Manager, IPG About the Job 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 Job 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. Required Qualifications Bachelor's Degree in accounting, finance or related field, or equivalent experience At least 7+ years of real estate finance related experience A proven understanding of the importance of balancing business development and asset quality/risk management 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 This position may be located in Los Angeles, Orange County, or Newport Beach, CA. Additionally, we will consider candidates in Phoenix, AZ. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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 subject to individual and company performance. 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: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. 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 business related field (preferred) OR equivalent experience (required) Work Experience 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 () and FINRA License S66 (preferred) or FINRA License S63 () and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Skills Ability to build trust by taking a client-centric approach. To prepare for Talent Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs. Demonstrated in-depth knowledge of financial products and banking regulations. Demonstrated strong client advisory skills. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of consumer and commercial lending. Excellent verbal and written communication skills. Proficient in personal computer applications to drive results. 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 Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Hybrid (Sales) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 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 subject to individual and company performance. 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: 01/04/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. 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 business related field or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience 7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 () and FINRA License S66 (preferred) or FINRA License S63 () and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results 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 Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Hybrid (Sales) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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 subject to individual and company performance. 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: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities * Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. * Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. * Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. * Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. * Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. * Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. * Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products. * 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 Qualifications * Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications * 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications * Certified Financial Planner (CFP) (preferred) * Certified Investment Management Analyst (CIMA) (preferred) * Chartered Financial Analyst (CFA) (preferred) * FINRA Series 7 and 66 (or 63 & 65) (required) and * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) Tactical Skills * Ability to build trust by taking a client centric approach * Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs * Demonstrated in depth knowledge of financial products and banking regulations * Demonstrated strong client advisory skills * Demonstrated experience with and broad understanding of personal and commercial financial statements * Proven experience with and comprehensive understanding of consumer or commercial lending * Excellent verbal and written communication skills * Proficient in personal computer applications to drive results Personal Skills * Collaboration * Critical Thinking * Emotional Intelligence * Empathy * Influence * Persuasion * Resilience Practical Skills * Business Acumen * Risk Management Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. 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 * Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 10/20/2025 KeyCorp is an Equal Opportunity Employer committed to 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. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

Institutional Advisors are national practice experts focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors client experience for an assigned book of clients. In addition to their client book, RM collaborate with the National KPB Field Teams, other Banking Teams, and centers of influence to meet the needs of the Institutional client segment and oversee the delivery of fiduciary advice to IA clients. Every RM has an expectation to sustain and grow their book through the expansion of existing clients, referrals from clients, internal partners, and COIs. The Relationship Manager drives current relationships forward, expands existing KeyBank relationships through sharing of expertise with field and banking partners and builds connections to the nonprofit, public, corporate, government, and/or Tribal Nation communities to bring new clients to KeyBank. As appropriate, RMs will actively participate in the creation of thought leadership in their deepest area of client expertise. ESSENTIAL JOB FUNCTIONS Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client's organization. Ensures appropriate and accurate coordination of all KeyBank lines of business, across all product lines, to deliver distinguishable advice. Lead client relationship reviews and the creation of the agenda in collaboration with other internal relationship partners. Responsible for overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's fiduciary responsibilities. Retain and expand client relationships. Foster close business relationships to develop client loyalty and new business opportunities by engaging with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries. Develop references from relationships: clients and their external partners, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside RIAs, etc. Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements. Identify opportunities to grow revenues through cross selling other KeyBank products that will benefit the client - and develop and implement appropriate client action plans striving to continually improve client experience and engagement. Provide subject matter expertise regarding IA services and lead/participate in closing new business opportunities. Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas. Participate in IA product development evaluations and projects - bringing industry knowledge and expertise. Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees. Must be capable of managing multiple, and at times, competing priorities - internal and external. COMPETENCIES/SKILLS * Personal effectiveness * Communication * Problem Solving * Decision Making * Customer Service Orientation * Occupational / Technical Knowledge * Adaptability / Flexibility Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect. Understands and respects the intricacies and complexities of institutional clients. Command Skills - Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn't afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges. Measuring and Managing Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results; designs feedback loops into work. REQUIRED QUALIFICATIONS * A minimum of 10 years industry experience working with corporate, nonprofit, public fund and/or Taft Hartley clients. * Working knowledge of trust/custody administration, foundation services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs, operating funds. * Excellent analytical, communication (oral and written), interpersonal and problem resolution skills. * Client consultation/advocate background. * Bachelor's degree. * Strong PC skills, especially Excel, Word, and PowerPoint. PREFERRED QUALIFICATIONS * Graduate Degree or other industry specific certification(s). * Public speaking experience. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 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 subject to individual and company performance. 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: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions * Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. * Drives focused growth and business development by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry trends. * Provides and educates the client on Key's capabilities and how KeyBank products can help impact their business (cash management, payments, equipment finance, etc.). * Maintains an active prospecting effort, including identification, qualification, and calling; develops an active Center of Influence (COI) referral network. * Assembles cross-functional teams to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts and identify cross-sell opportunities. * Continuously improves functional/technical sales and credit expertise and transfers this knowledge to team members; partners effectively with Credit 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; assures accurate risk assessment of assigned portfolio. * 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 or equivalent experience required Work Experience * A minimum of 3 years of experience in a small business/commercial lending environment required. * A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills * Ability to build trust by taking a client centric approach * Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions * Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set * Exhibits a relentless focus on creating and driving revenue growth and generating results * Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. * Uses structured sales methodologies, principles and practices without losing sight of the client and environment * Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. 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. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 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 subject to individual and company performance. 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: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry trends. Provides and educates the client on Key's capabilities and how KeyBank products can help impact their business (cash management, payments, equipment finance, etc.). Maintains an active prospecting effort, including identification, qualification, and calling; develops an active Center of Influence (COI) referral network. Assembles cross-functional teams to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts and identify cross-sell opportunities. Continuously improves functional/technical sales and credit expertise and transfers this knowledge to team members; partners effectively with Credit 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; assures accurate risk assessment of assigned portfolio. 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 or equivalent experience required Work Experience A minimum of 3 years of experience in a small business/commercial lending environment required. A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills Ability to build trust by taking a client centric approach Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Exhibits a relentless focus on creating and driving revenue growth and generating results Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles and practices without losing sight of the client and environment Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. 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. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 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 subject to individual and company performance. 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: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Global Payment Solutions (GPS) Senior Account Manager is responsible for the global satisfaction of a portfolio of GPS clients. The purpose of this role is to ensure clients receive a superior service experience both locally and globally; to be a client's single point of contact for service for those complex queries that are fall above and beyond basic transactional queries. The Account Manager's portfolio will be a mix of top tier, highly complex GPS clients and complex clients. The Account Manager will be accountable for the overall satisfaction with GPS produts and services and support the broadening and deepening of these client relationships to drive commercial outcomes for the GPS business. This includes overseeing execution of query management for the client, oversight of transactional activity, providing insights to clients on how to optimize through Client Service Reviews, coordination of a clients global Treasury and Cash Management initiatives and projects, and proactively managing the GPS client relationship on a day to day basis. Depending on the complexity and geography of the client this role will either lead the client relationship or play a supporting role on a global squad covering the client. As our Senior Account Manager you will: + Manage the liquidity and cash management needs of a portfolio of Financial Institutions, Multi-National Corporations and Local Corporates. Maintain relationships with key influencers in the client's local or regional Treasury and Finance organisation + Be accountable for the retention of annual revenue of your portfolio of clients, including capturing opportunities and supporting growth of your clients (revenue targets included in scorecard) + Accountable for the identification of opportunities to deliver Client Service excellence locally and regionally; effectively managing any risks and issues + Responsible for resolving assigned queries + Accountable for monitoring and guiding the completion of all global queries and local basic queries that may be assigned to others + The role holder must have a strong understanding of the cash management business including identifying and dealing with actual or potential business or relationship risks + Strong written and oral communication skills; must be able to put complex product and/or technical information into simple terms + Maintain a client footprint with the basic information required to deliver a superior client experience You´ll likely have the following qualifications to succeed in this role: + Previous banking experience working with FIs/Corporates in a relationship or account management role. Specific experience with large multi-national corporations or financial institutions including Global/Regional will be an advantage + Knowledge of day-to-day workings of a Corporate Treasury environment, foreign exchange, intercompany loans, payroll, and payments, desirable + Good level of business acumen and commercial awareness, including economic, cultural, procedural, and regulatory issues + Strong knowledge of local and global cash management and clearing services, products, and techniques + Proven ability in identifying and meeting customer needs through matching a broad range of products and services + Ability to understand a customer's business and the fundamentals of running a business + Strong range of communication skills, including written, verbal, and the ability to deliver compelling presentations + Strong interpersonal skills and ability to interact and build relationships with internal and external stakeholders + Ability to travel As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Buffalo

Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Global Payment Solutions (GPS) Senior Account Manager is responsible for the global satisfaction of a portfolio of GPS clients. The purpose of this role is to ensure clients receive a superior service experience both locally and globally; to be a client's single point of contact for service for those complex queries that are fall above and beyond basic transactional queries. The Account Manager's portfolio will be a mix of top tier, highly complex GPS clients and complex clients. The Account Manager will be accountable for the overall satisfaction with GPS produts and services and support the broadening and deepening of these client relationships to drive commercial outcomes for the GPS business. This includes overseeing execution of query management for the client, oversight of transactional activity, providing insights to clients on how to optimize through Client Service Reviews, coordination of a clients global Treasury and Cash Management initiatives and projects, and proactively managing the GPS client relationship on a day to day basis. Depending on the complexity and geography of the client this role will either lead the client relationship or play a supporting role on a global squad covering the client. As our Senior Account Manager you will: + Manage the liquidity and cash management needs of a portfolio of Financial Institutions, Multi-National Corporations and Local Corporates. Maintain relationships with key influencers in the client's local or regional Treasury and Finance organisation + Be accountable for the retention of annual revenue of your portfolio of clients, including capturing opportunities and supporting growth of your clients (revenue targets included in scorecard) + Accountable for the identification of opportunities to deliver Client Service excellence locally and regionally; effectively managing any risks and issues + Responsible for resolving assigned queries + Accountable for monitoring and guiding the completion of all global queries and local basic queries that may be assigned to others + The role holder must have a strong understanding of the cash management business including identifying and dealing with actual or potential business or relationship risks + Strong written and oral communication skills; must be able to put complex product and/or technical information into simple terms + Maintain a client footprint with the basic information required to deliver a superior client experience You´ll likely have the following qualifications to succeed in this role: + Previous banking experience working with FIs/Corporates in a relationship or account management role. Specific experience with large multi-national corporations or financial institutions including Global/Regional will be an advantage + Knowledge of day-to-day workings of a Corporate Treasury environment, foreign exchange, intercompany loans, payroll, and payments, desirable + Good level of business acumen and commercial awareness, including economic, cultural, procedural, and regulatory issues + Strong knowledge of local and global cash management and clearing services, products, and techniques + Proven ability in identifying and meeting customer needs through matching a broad range of products and services + Ability to understand a customer's business and the fundamentals of running a business + Strong range of communication skills, including written, verbal, and the ability to deliver compelling presentations + Strong interpersonal skills and ability to interact and build relationships with internal and external stakeholders + Ability to travel As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Buffalo

Description not found in job posting.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Global Payment Solutions (GPS) Senior Account Manager is responsible for the global satisfaction of a portfolio of GPS clients. The purpose of this role is to ensure clients receive a superior service experience both locally and globally; to be a client's single point of contact for service for those complex queries that are fall above and beyond basic transactional queries. The Account Manager's portfolio will be a mix of top tier, highly complex GPS clients and complex clients. The Account Manager will be accountable for the overall satisfaction with GPS produts and services and support the broadening and deepening of these client relationships to drive commercial outcomes for the GPS business. This includes overseeing execution of query management for the client, oversight of transactional activity, providing insights to clients on how to optimize through Client Service Reviews, coordination of a clients global Treasury and Cash Management initiatives and projects, and proactively managing the GPS client relationship on a day to day basis. Depending on the complexity and geography of the client this role will either lead the client relationship or play a supporting role on a global squad covering the client. As our Senior Account Manager you will: * Manage the liquidity and cash management needs of a portfolio of Financial Institutions, Multi-National Corporations and Local Corporates. Maintain relationships with key influencers in the client's local or regional Treasury and Finance organisation * Be accountable for the retention of annual revenue of your portfolio of clients, including capturing opportunities and supporting growth of your clients (revenue targets included in scorecard) * Accountable for the identification of opportunities to deliver Client Service excellence locally and regionally; effectively managing any risks and issues * Responsible for resolving assigned queries * Accountable for monitoring and guiding the completion of all global queries and local basic queries that may be assigned to others * The role holder must have a strong understanding of the cash management business including identifying and dealing with actual or potential business or relationship risks * Strong written and oral communication skills; must be able to put complex product and/or technical information into simple terms * Maintain a client footprint with the basic information required to deliver a superior client experience You´ll likely have the following qualifications to succeed in this role: * Previous banking experience working with FIs/Corporates in a relationship or account management role. Specific experience with large multi-national corporations or financial institutions including Global/Regional will be an advantage * Knowledge of day-to-day workings of a Corporate Treasury environment, foreign exchange, intercompany loans, payroll, and payments, desirable * Good level of business acumen and commercial awareness, including economic, cultural, procedural, and regulatory issues * Strong knowledge of local and global cash management and clearing services, products, and techniques * Proven ability in identifying and meeting customer needs through matching a broad range of products and services * Ability to understand a customer's business and the fundamentals of running a business * Strong range of communication skills, including written, verbal, and the ability to deliver compelling presentations * Strong interpersonal skills and ability to interact and build relationships with internal and external stakeholders * Ability to travel As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s). Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs. Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities. Review financial statements, assess credit lines, and renew loans. Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities. Aggressively maintain client retention and mitigate profitable client run-off. Responsible for various operational tasks while acting as a bank advocate and advisor to the client. Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment. Strategically manage unprofitable and/or anticipated exiting client relationships. 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 Associate's Degree or equivalent experience (required) Work Experience A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required. A minimum of 1 year experience in extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required. Small Business lending experience required. Skills Ability to build trust by taking a client-centric approach. Deploys a long-term, innovative approach to problem-solving and decision-making with clients to build the relationship and generate solutions. Demonstrates expertise within defined industry or geography (vertical/sub-vertical) and within product set. Exhibits a relentless focus on creating and driving revenue growth and generating results. Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles, and practices without losing sight of the client and environment. Understands Key's risk culture and effectively manages risk/reward trade-offs. Maintain and nurture client relationships through regular communication and financial advice. Understand and promote various banking products and services to meet client needs. Independently package and present credit deals, ensuring thorough analysis and compliance with lending policies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. 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. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $26.92 - $40.87 per hour. 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 incentive compensation subject to individual and company performance. 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: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote