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Role Overview:
- Manage a portfolio of Business Banking clients within an assigned market.
- Act as primary point of contact ensuring premium client experience through timely service request resolution.
- Proactively support customer retention and risk mitigation efforts.
Key Responsibilities:
- Handle client inquiries and resolve problems, taking full ownership through resolution.
- Maintain knowledge of clients' financial relationships, including deposits, loans, and leases.
- Set up and maintain client deposit products and manage customer service for loan and lease products.
Collaboration and Compliance:
- Work with the sales team on portfolio management activities, including in-person sessions.
- Liaise between internal fraud teams and clients for real-time support.
- Adhere to all bank policies, procedures, and ethical standards.
KeyBank
KeyBank is a financial institution that provides banking and financial services. With over 200 years of history, the company employs a large workforce and fosters an inclusive culture with flexible work options.