Financial Relationship Manager

At the heart of our organization is a dynamic role that requires a unique blend of interpersonal skills, problem-solving abilities, and business acumen. As a seasoned professional in this position, you will be responsible for fostering strong relationships with clients, providing expert guidance, and driving growth through strategic partnerships.

About the Job

The ideal candidate will possess excellent communication skills, both written and verbal, with the ability to tailor their approach to suit diverse client needs. They will also demonstrate a keen understanding of financial markets, regulations, and industry trends, ensuring seamless delivery of services to clients.

Key Responsibilities

• Establish and maintain robust client relationships through proactive engagement and tailored service offerings.
• Provide insightful advice and solutions to clients, leveraging expertise in financial planning, credit analysis, and risk management.
• Develop and execute strategic plans to drive business growth, including identifying new opportunities and optimizing existing relationships.
• Foster collaborative working relationships with internal stakeholders, such as sales teams and product specialists, to ensure cohesive service delivery.
• Stay up-to-date with regulatory requirements, market developments, and industry best practices to maintain high-quality service standards.

Requirements

• Bachelor's degree in a relevant field (e.g., finance, business administration, or economics) or equivalent experience.
• A minimum of 1 year of experience in a similar role, preferably within the financial services sector.
• Excellent communication, negotiation, and relationship-building skills.
• Strong analytical and problem-solving abilities, with a focus on financial modeling, data analysis, and decision-making.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
• Ability to work in a fast-paced environment, prioritize tasks, and manage multiple projects simultaneously.

Licenses and Certifications

• Notary license (desired)

Tactical Skills

• Demonstrate proficiency in utilizing digital platforms and tools to enhance client experiences and streamline processes.
• Showcase expertise in developing effective marketing campaigns to promote products and services to targeted audiences.
• Maintain accurate records and reports, adhering to regulatory requirements and organizational standards.

Core Competencies

• Embody Key's values by maintaining a customer-centric mindset, upholding professional integrity, and consistently delivering exceptional results.

Physical Demands

• Prolonged standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face-to-face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Skillset Summary

Banker