KeyBank · 15 hours ago
Sr Client Manager, Middle Market
Portland, OR
Full-time
Hybrid
Mid, Senior Level
$69K/yr - $105K/yr
3+ years expKeyBank is a prominent financial institution seeking a Senior Client Manager for their Commercial Bank team. This role focuses on acquiring, expanding, and retaining business clients while ensuring a high-quality client experience through effective service and collaboration with partners.
Banking
Responsibilities
Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs
Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized
Prepare, deliver, and review agreements
Adhere to all Risk policies and procedures including ECP Risk Testing initiatives
Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs
Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives
Partner with the Implementation Specialist Team on more complex client implementations
For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction
Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements
Qualification
Required
Bachelor's Degree or similar work experience
Minimum 3 years experience of banking or cash management experience
Demonstrated success in a customer service environment
Possess strong Analytical and data mining skills to determine appropriate client needs
Excellent verbal and written communication skills. Previous experience presenting to clients
Self-motivated and ability to participate effectively in a highly collaborative work team
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
Detail oriented and ability to follow through
Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
Preferred
Minimum 3 years experience in Commercial Banking and/or Cash Management experience
Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred
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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