Job details
Job type full-time
Full job description
Location: for those who work at home - various, maine 04074 essential job functions
The b2b key@work account manager (b2b key@work am) works closely with key’s business banking and middle market groups to maintain and grow existing and generate new corporate clients into the key@work programThe b2b am builds close relationships with a client’s hr function or other corporate contact and uses rigorous account management skills to build long-term relationshipsThe b2b am further partners and jointly owns ultimate client success with a dedicated b2c k@w rm to provide financial wellness education and the full suite of key’s banking solutions to the employees of the business client as a part of its benefits packageThis role will support our maine and vermont markets and will require some in market travel between states.
Within the account management process b2b key@work ams will be responsible for functions that align with the key sales process and consultative sales process framework (opportunity management, needs assessment, employer present/pitch, fulfillment, and follow up) in their daily work to create a positive client experienceThis includes:
Opportunity management
-develops and maintains an in- depth knowledge of key@work products and services.
Works with core business banking and middle market partners to establish a prioritized prospect list in their respective markets based on the size and strength of the corporate client employee base and consistent with the industries targeted by the business banking and middle market groups.
Uses thorough account management to manage existing book of business and actively seeks new target clients, to deliver the entire bank in partnership with retail banking and the b2c rmHelps ensure the key@work program is well-integrated within each client’s benefits program through regular dialogue with hr or other relevant corporate contacts.
Opens door for b2c rm partner at the client level and attends planning meeting with b2c rm once client has committed to implement the program.
Builds trusting relationships with banking partners including local business banking, commercial banking and retail banking leadership.
Develops annual calendar with each client along with b2c rm.
Plans, coordinates, and conducts employer presentations to hr and c-suite at the corporate level to maintain existing and enroll new clients into the k@w program.
Documents all account management activities in ce desktop and salesforce.
Promotes the benefits of key@work to maximize new client acquisition, focusing on primary checking and deepening existing client relationshipsServes as key@work champion for banking partnersDisseminates program information to banking partners.
Meets or exceeds local client enrollment and market goals for the k@w program and introduces b2c partner to these clients.
Monitors client presentation topics, new account generation and cross sell opportunities of existing client base and ensures those match up with original account plansWorks with b2c rms to identify and address new educational topics in case new industry / market or client needs emerge
Records and tracks results to continue to improve the process on an ongoing basis.
Needs assessment
Develops a comprehensive understanding of client`s employee base and client itself
Delivers distinctive service by presenting a value-added banking program for the client`s employee’s through employer presentations that open the door for b2c partner.
Brings other key business partners to the table to deepen the relationship.
Promotes and cross-markets products and services to clients by keeping clients informed of products and services.
Fulfillment
Actively listens to concerns, presents a clear concise picture and provides the client with additional information to close the sale.
Ensures that new customer relationships consistently meet all compliance requirements.
Follow- up
Ensures ongoing contact with new clients to strengthen client`s experience with key.
Partners with b2c to aggressively grow and maintain primary checking accounts and deepen relationships after successfully signing corporate clients up for the k@w program.
Daily contact with b2c partner to ensure client’s satisfaction with the program and secures feedback
Marginal or peripheral functions
Coaches banking partners to ensure their ability to independently promote k@w program
General knowledge of business environments.
Required qualifications
Undergraduate degree in business/related field or equivalent work experience
Excellent verbal and written communication skills and strong presentation skills
Demonstrated ability to engage a group in interactive dialogue and build strong partnerships within an organization
Three plus years demonstrated sales and business development experience including lead generation with proven results and establishing local market relationships centers of influence
Strong customer service and account management skills
In-depth knowledge of financial products and banking regulationsMust be familiar with employee-focused products and services to maximize cross-sell opportunities (key investment services, health savings accounts, etc.)
Proven experience with and comprehensive understanding of financial services products
Proficient in personal computer applications
Experience in using linkedin and e-marketing tools like cvent keycorp is an equal opportunity and affirmative action employer committed to building a diverse, equitable and inclusive cultureAll 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.
