KeyBank · 11 hours ago
Small Business Cash Management Advisor
Pittsburgh, PA
Full-time
Onsite
Entry Level
$27.40/hr - $41.83/hr
1+ years expKeyBank is seeking a Small Business Cash Management Advisor to partner with Retail Branch teams in acquiring and retaining business clients with cash management needs. The role involves identifying client needs, participating in client management, and preparing cash management proposals while ensuring compliance with policies.
Banking
Responsibilities
Collaborate with Retail Branch teams to educate on the cash management suite of products, including features, value propositions, and pricing
Support Retail in identifying and strategizing cash management opportunities within their markets
Enhance Retail branch confidence and business acumen through joint calling efforts and collaborative opportunities
Prepare Cash Management proposals and identify referral opportunities to other lines of business
Respond to client requests directly or through partner referrals, ensuring seamless and accurate client setups
Meet and exceed individual production goals while contributing to team sales success
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
Associate's degree or equivalent experience
Deep understanding of cash management products, services, and client implementation
Proven ability to build and nurture strong client relationships through proactive engagement
Strong capability in analyzing financial statements, identifying issues, and delivering effective solutions
Experience in developing tailored sales proposals and strategic decision-making to meet client goals
Knowledge of banking regulations, compliance standards, and risk mitigation
Ability to occasionally operate a motor vehicle with a valid driver's license
Preferred
Bachelor's Degree or equivalent experience
A minimum of 1 year in a client focused environment with aggressive growth and service goals
A minimum of 1 year of experience interpreting and understanding financial statements
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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