KeyBank · 11 hours ago
Cash Management Advisor
Denver, CO
Full-time
Hybrid
Mid Level
$71K/yr - $122K/yr
3+ years expKeyBank is a financial services company, and they are seeking a Regional Cash Management Advisor to partner with Business Banking Relationship Managers. The role involves acquiring, expanding, and retaining business clients with cash management needs, providing strategic consultations, and ensuring seamless service delivery.
Banking
Responsibilities
Identify and close new client cash management opportunities through collaboration with BBRMs and personal center of influence (COI) networks
Develop and manage sales planning activities throughout the year
Capitalize on referrals from inside sales and/or client service managers
Maintain up-to-date knowledge of Core Business Banking client relationships and needs
Communicate fluidly with internal partners to ensure seamless service delivery
Refer potential business growth opportunities to segment specialty teams
Provide strategic consultation to high-value clients and prospects on working capital management and optimized cash flow structures
Translate payment product features into consultative pitches tailored to client needs
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
Required
Bachelor's Degree (required)
A minimum of 3 years of cash management experience in a banking environment required
A minimum of 3 years of success in a client-focused environment with aggressive growth and service goals required
Ability to read and interpret income statements and understand financial data
Exceptional negotiating and closing skills to drive client acquisition and retention
Strong verbal and written communication skills for effective client and team interactions
Deep understanding of cash flow structures, payment products, and working capital strategies
Skilled in maintaining and growing client relationships through strategic consultation and service
Ability to identify opportunities, pitch solutions, and support business growth through targeted strategies
Understands the broader business environment and aligns financial solutions with client goals
Applies logical reasoning and analysis to solve complex client and operational challenges
Identifies root causes and implements effective solutions in a timely manner
Prioritizes client needs and delivers tailored solutions that enhance satisfaction and loyalty
Persuasively communicates ideas and recommendations to drive decision-making and client buy-in
Works effectively with internal teams and partners to deliver seamless client experiences
Interprets financial data to assess client needs and recommend appropriate banking solutions
Manages a portfolio of clients with a focus on growth, retention, and risk mitigation
Maintains awareness of industry trends, regulations, and best practices relevant to business banking
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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