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Business Banking Virtual RM

May 9, 2026

Location:For Those Who Work At Home, New York***THE APPLICANT SHOULD RESIDE IN HUDSON VALLEY IN NEW YORK FOR FURTHER CONSIDERATION***Job Summary 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<ul><li>Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s).</li><li>Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.</li><li>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.</li><li>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.</li><li>Review financial statements, assess credit lines, and renew loans.</li><li>Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.</li><li>Aggressively maintain client retention and mitigate profitable client run-off.</li><li>Responsible for various operational tasks while acting as a bank advocate and advisor to the client.</li><li>Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance.</li><li>Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment.</li><li>Strategically manage unprofitable and/or anticipated exiting client relationships.</li><li>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</li><li>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.</li></ul> Education<ul><li>Associate's Degree or equivalent experience (required)</li></ul> Work Experience<ul><li>1+ years In a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required)</li><li>1+ years 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)</li><li>Small Business lending experience (required)</li></ul> Skills<ul><li>Ability to build trust by taking a client-centric approach.</li><li>Deploys a long-term, innovative approach to problem-solving and decision-making with clients to build the relationship and generate solutions.</li><li>Demonstrates expertise within defined industry or geography (vertical/sub-vertical) and within product set.</li><li>Exhibits a relentless focus on creating and driving revenue growth and generating results.</li><li>Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions.</li><li>Uses structured sales methodologies, principles, and practices without losing sight of the client and environment.</li><li>Understands Key’s risk culture and effectively manages risk/reward trade-offs.</li><li>Maintain and nurture client relationships through regular communication and financial advice.</li><li>Understand and promote various banking products and services to meet client needs.</li><li>Independently package and present credit deals, ensuring thorough analysis and compliance with lending policies.</li></ul> Core Competencies<ul><li>All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.</li></ul> Physical Demands<ul><li>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.</li></ul> Travel<ul><li>Occasional travel to include overnight stay.</li></ul>COMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 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 which may include production, commission, and/or discretionary incentives.Please click <a href="https://www.key.com/about/careers/working-with-us/benefits.html" target="_blank" rel="noopener noreferrer">here</a> 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: 05/21/2026 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_Compliance@keybank.com. #LI-Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...