KeyBank · 1 day ago

Small Business Cash Management Advisor

New York, United States

Full-time

Remote

Entry Level

$30/hr - $39/hr

1+ years exp

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Responsibilities

Works with the Retail branch and Small Business Wellness Advisor (SBWA) team to educate them on the cash management suite of products, to include product features, value proposition and pricing

Responsible for supporting Retail branch teams and SBWA team to uncover cash management opportunities within each of their perspective markets and to strategize on how to uncover viable prospects

Helps Retail branches build confidence and business acumen by providing cash management expertise through joint calling efforts and other collaborative opportunities

Prepares Cash Management proposals for clients, and identifies any additional referral opportunities to other lines of business as appropriate

Respond to client requests (direct or through partner referrals), obtain information necessary to track and implement client set ups seamlessly and flawlessly

Meets and exceeds individual production goals while contributing to the overall sales success of the team

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Qualification

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Client managementFinancial statement analysisBank product knowledgeCustomer service skillsMarketing skillsTime-management skills