Relationship Officer

keybank
Plymouth Meeting, PA Full Time
POSTED ON 1/5/2023 CLOSED ON 2/10/2023

Job Posting for Relationship Officer at keybank

Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 ABOUT THE JOB Resident Line of Business (LOB) professional dedicated to providing support for designated Commercial Banking Relationship Team. Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts. ESSENTIAL JOB FUNCTIONS · Adheres to and supports Key’s compliance culture. · Acts as a resource to the Team for all deposit and loan related compliance matters. · Knowledgeable about applicable federal, state and compliance regulations, including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence. · Coordinates maintenance or closing of existing deposit accounts. · Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to client’s overdrafts and insufficient funds. · Partnership with Business Partners throughout the organization. · Works closely with multiple partners including relationship team, operations partners, client, and other 3rd party partners. · Works to resolve loan/fee payment delinquencies · Determines appropriate course of action and directs resources to collect payment or otherwise clear delinquent status. · General product knowledge and ability to identify referral opportunities for partner products and services. · Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. · Submits service requests for DDA or general service needs. · Coordinates follow up with internal partners and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests. · Promptly provides requested information for GRC testing and other internal/external audits. MARGINAL FUNCTIONS · Proactively identifies process improvements to continuously enhance client service and documentation quality. · Acts as backup when needed to Sr. Relationship Officer · Assists with other projects as needed REQUIRED QUALIFICATIONS · Bachelor’s degree or equivalent experience. · Minimum two years related job experience; preferably in banking. KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. 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. Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
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