KeyBank · 1 day ago
Sr. Client Manager
KeyBank is a prominent financial institution seeking a Sr. Client Manager to join their Commercial Bank team. This role focuses on acquiring, expanding, and retaining business clients while ensuring a high-quality client experience through effective communication and service management.
Banking
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
Required
Bachelor's Degree or equivalent experience
3+ years of cash management experience
Ability to occasionally operate a motor vehicle with a valid driver's license
Preferred
3+ years of Commercial Banking experience
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP)
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-08-28
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