Business Service Officer Sr,BB in Portland, OR at Key Bank- Corporate

Date Posted: 10/4/2018

Job Snapshot

  • Employee Type:
  • Location:
    1211 Southwest 5th Avenue
    Portland, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

The role of the Business Sales Officer is to support the Business Banking sales team by responding to client transactions and assisting with client need identification/coordination, product delivery and sales planning. The Business Sales Officer consistently supports the Business Banking Sales Team with the delivery of the Business Banking value proposition.

Develops and maintains a working knowledge of product sets as well as an awareness of competitive products. Interfaces with lead generation resources and the Business Banking Relationship Manager to identify prospect opportunities. Organizes pre- call plans and joint calls with Business Banking Relationship Manager to bring in new business. Assists sales effort by serving as back up for the automatic lead assignment process and setting call appointments. Supports Business Banking Relationship Manager with renewal and maintenance of existing accounts that would involve contact with the customer directly, including follow- up. Takes full ownership to ensure unresolved documentation are tracked working together with the Business Banking Relationship Manager and the client. Introduces and explains products to clients, prepares customized proposal letters and client letters to affect cross- sale opportunities to assist the sales effort. Serves as secondary contact to client and primary contact in Business Banking Relationship Manager's absence to provide a high level of customer service and value. Works closely with multiple parties including outside counsel, Business Banking Relationship Manager and support staff, borrowers, borrower's counsel, Title Company, escrow officers or other lenders to achieve a well coordinated and timely loan closing. Participates or conducts closing on behalf of the Business Banking Relationship Manager as requested.

Associate Degree or equivalent work experience. Minimum 3- 5 years related work experience. Working knowledge of credit & financial analysis. Comprehensive financial services knowledge. Comprehensive knowledge of Business Banking/Middle Market products and services. Demonstrated experience with personal computer applications. Strong verbal and written communication skills. Ability to use applicable equipment and software, which may include: laptop computer and software programs (including Word, Excel, PowerPoint, Gateway, Lotus Notes, Small Business Workstation), DDA Application, Hogan, CRINT, and CRISP. Use of financial calculator.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.

JobID: 31449BR

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