Maintains a current comprehensive understanding of client needs, based on the review and analysis of personal and business financial data and clearly understands what differentiates the bank in the marketplace.
Partners with the credit campus to facilitate the underwriting process and credit approval.
Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred.
Maintains ongoing contact with clients and offers the full bank to help support client growth initiatives.
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
Bachelor's degree in business or related field (preferred)
OR equivalent experience (required)
Work Experience
A minimum of 1 year of experience in financial services with experience in developing current and new customer relationships, achieving sales goals and building referral sources. (preferred)
Demonstrated small business deposit/credit experience and familiarity with small business operations. (preferred)
Skills
Ability to understand how businesses operate, including financial drivers, market dynamics, and strategic priorities, to effectively position banking solutions.
Commitment to understanding and meeting the needs of small business clients, building trust through personalized service and long-term relationship management.
Expertise in financial products and services tailored to small businesses, including SBA loans and credit solutions for businesses with $3–10 million in annual sales.
Skill in identifying client needs and presenting tailored financial solutions that drive value and close sales.
Ability to proactively identify and pursue new business opportunities through networking, community engagement, and internal referrals.
Ongoing management of client relationships, ensuring satisfaction, retention, and growth through cross-selling and regular engagement.
Familiarity with banking regulations, products, and services, especially those relevant to small business clients such as SBA lending and credit underwriting.
Understanding of branch-level banking processes, compliance requirements, and operational workflows that support client transactions and service delivery.
Ability to communicate effectively in formal and informal settings, including client meetings, team collaborations, and community events.
Skill in organizing tasks, managing documentation, and streamlining workflows to ensure efficiency and compliance.
Demonstrated ability to meet or exceed performance goals through persistence, accountability, and a focus on outcomes.
Ability to navigate complex discussions with clients and internal stakeholders to reach mutually beneficial agreements.
Capacity to analyze financial data, assess client needs, and develop strategic solutions that address challenges and opportunities.
Commitment to maintaining compliance, managing credit risk, and upholding ethical standards in all client interactions.
Proficiency in managing documentation, coordinating follow-ups, and supporting internal processes to ensure smooth client onboarding and servicing
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
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.
Travel
Occasional travel to include overnight stay.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. 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 eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here 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: 10/30/2026

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-Hybrid
