Banking consultant Jobs in Hartford, CT

Location :

225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103

Job Description Preview

Job Summary

Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile.

Responsibilities

• Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Business Banking client "expert" and the primary contact for most client related matters
• Drives a focused growth and business development effort 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
• Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, payments, equipment finance, etc.)
• Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
• Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
• Improves functional / technical sales and credit expertise continuously 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
• 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

Experience Qualifications

Tactical Skills

Core Competencies

Physical Demands

Travel

Job Posting Expiration Date : 03 / 02 / 2025

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