11 senior relationship manager jobs found

Location: 726 Exchange Street, Buffalo New York Job Summary 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,...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. **Position will be located remotely in NJ only, while we work on opening an office in NJ. Candidates MUST live in the NJ market.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary...

Location: 66 South Pearl Street, Albany New York About the Job   Senior bankers in Public Sector   are widely recognized as industry experts with consistently high performance in bringing bank and capital markets solutions to public entities (including issuers of   tax exempt   financing) .    Individuals are fully experienced, qualified relationship managers capable of independent activity .    They have proven client relationship skills,   as well as,   ext ensive prod uct knowledge, technical   expertise   and a   strong u nderstanding of credit analysis and underwriting for balance sheet and/or public finance transaction execution.   Essential Job Functions   Responsible for generation of new revenue through the origination, structuring and distribution of Key’s products and services to public sector clients and prospects   Establish Trusted Advisor role and deepen client relationship by   identifying...

Location: 726 Exchange Street, Buffalo New York Position Location Policy General Location: Buffalo, NY highly preferred. Albany, NY, Vermont or Massachusetts, or surrounding market. Covering the Buffalo, NY portfolio. Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST required Job Summary As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience. Essential Functions Collaborate with partners to expand and retain business and commercial clients Maintain and manage cash management services, including project completion and tracking (e.g., product/service...

Location: 726 Exchange Street, Buffalo New York Job Summary The Senior Lead Employee Relations (ER) Consultant is an individual contributor role that manages complex employment related issues or allegations for Key employees, including all levels of management, that have been determined to require more in-depth review, consultation, risk mitigation and investigation before resolution. The Senior Lead ER Consultants are assigned by geographic region across Key's footprint and will cover investigations for all lines of business and levels of management within their assigned region(s). Essential Functions Manages a caseload of complex ER matters, provide guidance and advice to clients by interpreting and applying policy, with collaboration and decisiveness that supports business objectives, mitigates risk, strengthens manager effectiveness, and facilitates employee engagement. Creates documentation for investigations and employment actions taken in a centralized case...

Location: 726 Exchange Street, Buffalo New York JOB BRIEF (PURPOSE) The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk...

Location: 201 South Warren Street, Syracuse New York Job Summary The Commercial Analyst functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all documentation and system of record information. Responsibilities Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $10 million. Create pitch materials for all prospects and/or clients, regardless of credit commitment amount. Lead and/or participate in due diligence...

Location: 124 East 14th Street, Suite 1100, New York New York Job Summary The Business Development Advisor is responsible for developing and nurturing relationships with prospective and existing healthcare B2B, B2B2C and B2C clients and partners through complex lead generation, pipeline management, and supporting revenue-generating activities. This role also leads by example in outbound prospecting and pipeline generation while helping to mentor Business Development Associates. Essential Job Functions Execute targeted outreach strategies to secure qualified meetings with key decision-makers Conduct outbound prospecting and client campaigns via phone, email and other channels to drive client conversion and expansion Build and manage a robust pipeline of opportunities in designated healthcare B2B employers and B2B2C organizations Qualify leads and assess partnership potential through discovery calls and research. Collaborate with the relationship management team...

Location: 1301 Avenue of the Americas, New York New York Essential Job Functions: • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Industrials Group.  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.  • Analyzing the financial statements and operating metrics of public companies within the Industrials sector to generate industry insights.  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise.  • Developing a thorough understanding of the trends and competitive dynamics within the sector.  • Understanding the financial impact of decisions on the client's organization.  • Coordinating the appropriate organizational...

Location: 201 South Warren Street, Syracuse New York ABOUT THE JOB (JOB BRIEF) The purpose of this position is to support the Key Private Bank (KPB) Business Advisory Services Team (BAST) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer, investment management, baseline assessment and range of value reports. Specifically, the Senior Analyst will assist the BAST members in the creation and preparation of reports and presentations. As a member of the BASTeam, this position is responsible for supporting the FW team  in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families.  This position has direct responsibility to support the Directors and Senior Directors efforts to provide consultative...

Location: 726 Exchange Street, Buffalo New York Job Summary The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core Business Banking sales teams in assigned districts. With a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Responsibilities Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as...