client contact information and detailed notes in Customer Relationship Management (CRM) sales system. Take initiative... options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting...
of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client... for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank...
corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk... scenarios. Assist Business Partners/Bankers/Relationship Managers in structuring transactions. Perform enhanced leveraged cash...