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KeyBank · 1 day ago

Sr. Client Manager

Cleveland, OH

Full-time

Hybrid

Mid, Senior Level

$68K/yr - $103K/yr

3+ years exp

KeyBank is a national association that is seeking a Sr. Client Manager to be an integral member of their Commercial Bank team. This role involves collaborating to acquire, expand, and retain business clients while ensuring a full and effective client experience.

Banking

No H1B

Responsibilities

Collaborate with partners to expand and retain business and commercial clients

Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)

Prepare, deliver, and review agreements

Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives

Conduct research to support ongoing client needs

Generate cross-sell leads and participate in regular bank initiatives

Partner with internal stakeholders to address complex client needs

Make timely, risk-aware decisions and take ownership of outcomes

Set clear objectives, define priorities, and manage time effectively

Analyze information from various sources to draw conclusions and develop solutions

Adheres to and supports Key’s compliance culture

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

Cash management experienceCommercial banking experienceCertified Cash Manager (CCM)Treasury products expertiseCommunication skillsClient engagementCross-sell opportunitiesData analysisRisk-aware decision makingMicrosoft Office proficiency