Job Title

Location: 1101 Pacific Avenue - Tacoma, Washington 98402 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clientsu2019 need and become their trusted advisor. Researches and fully understands competitorsu2019 strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Sales Coaching u2022 Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads. u2022 Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the clientu2019s comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings. u2022 Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities. u2022 Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline. u2022 Conduct team meetings to distribute line of business information and share best practices. u2022 Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed. u2022 Support initiatives defined through market activities (i.e. Team to Win) Opportunity Management u2022 Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. u2022 Employs a disciplined approach to prospecting; documents calling efforts. u2022 Builds client referral pipeline via identification and development of internal and external centers of influence. u2022 Actively participates in Community organizations to source business development opportunities and demonstrate Keyu2019s commitment to the local community. u2022 Proactively provides client solutions by contacting leads identified in the Desktop. Needs Assessment u2022 Develops a comprehensive understanding of clientu2019s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. u2022 Delivers distinctive service by completing annual relationship reviews with all u201cfocusu201d clients, consistently updates the Desktop with current client data, call summaries, etc u2022 Brings other Key business partners to the table to deepen the relationship. Present/Pitch u2022 Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. u2022 Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities. Fulfillment u2022 Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. u2022 Functions as clientu2019s credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. u2022 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. Follow-Up u2022 Ensures ongoing contact with new clients to enhance clientu2019s initial experience with Key u2022 Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. MARGINAL OR PERIPHERAL FUNCTIONS Provides feedback to corporate partners regarding new product development. Coaches Branch employees to enhance Business Banking selling skills/ knowledge REQUIRED QUALIFICATIONS u2022 Demonstrated ability to provide business development coaching support. u2022 Ability to balance and organize priorities. u2022 Undergraduate degree in business/related field or equivalent work experience. u2022 A minimum of 3 years of commercial lending experience. u2022 A minimum of 3 years of demonstrated sales and business development experience with proven results. u2022 Strong customer service skills. u2022 Excellent verbal and written communication skills and strong presentation skills. u2022 In depth knowledge of financial products and banking regulations. u2022 Demonstrated experience with and broad understanding of personal and commercial financial statements. u2022 Proven experience with and comprehensive understanding of commercial lending and small business operations. u2022 Proficient in personal computer applications. COMPETENCIES/SKILLS u2022 Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. u2022 Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. u2022 Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect. u2022 Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isnu2019t working. u2022 Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others canu2019t; can simplify complex processes; gets more out of fewer resources. u2022 Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. u2022 Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. #LI-YF1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $155,000 to $171,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here ( for a list of benefits for which this position is eligible. Job Posting Expiration Date: 10/17/2025KeyCorp 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, disability or veteran status. 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 . KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. Youu2019ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.