Sr. Cash Management Advisor
Job Description
ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
ABOUT THE BUSINESS:
Key Corporate Bank is a full-service corporate and investment bank focused principally on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology. Key Corporate Bank delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance.
ABOUT THE JOB (JOB BRIEF)
Serve as integral member of the client management and cash management teams in assigned districts and/or segment. Assist channel in serving as the clients trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships for clients with more complex cash management needs. Take accountability for and contribute to the team's portfolio growth.
ESSENTIAL JOB FUNCTIONS
Collaborate with Relationship Manager to acquire, expand and retain business clients who have both fundamental and complex cash/treasury Management needs.
Serve as the trusted advisor for clients with more complex cash management needs to develop, manage and retain profitable client relationships.
Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients with complex treasury management needs.
Manage book of business to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Support channels RMs in identifying opportunities for clients and prospects.
Collaborate with channel RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients.
Effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies.
Conduct cash management external speakers series and seminars, in accordance with segment strategy and in conjunction with channel.
Maintain data integrity CE Desktop (our customer relationship management system) to create a complete picture of client service and support, including timely data entry.
Refer clients with only fundamental cash management needs to Inside cash management specialist and ensure smooth transition.
Team with Cash Management Advisors and RMs to manage and grow the regional book through effective referrals and teaming to service the clients.
Act with sense of urgency to respond to client and partner requests.
Ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution.
Direct and partner with Treasury Relationship Associates, as appropriate, to ensure seamless set up and service for clients.
REQUIRED QUALIFICATIONS
Bachelor's Degree or similar work experience with a minimum of 7-10 years cash management consultative sales experience.
Proven track record of cash management and/or specialty finance sales success
Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition
The ability to travel to various locations throughout the assigned geographic territory to call on clients and meet their needs, as required
Progress towards advanced degree or professional certification
FLSA STATUS:Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
ABOUT THE BUSINESS:
Key Corporate Bank is a full-service corporate and investment bank focused principally on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology. Key Corporate Bank delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance.
ABOUT THE JOB (JOB BRIEF)
Serve as integral member of the client management and cash management teams in assigned districts and/or segment. Assist channel in serving as the clients trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships for clients with more complex cash management needs. Take accountability for and contribute to the team's portfolio growth.
ESSENTIAL JOB FUNCTIONS
Collaborate with Relationship Manager to acquire, expand and retain business clients who have both fundamental and complex cash/treasury Management needs.
Serve as the trusted advisor for clients with more complex cash management needs to develop, manage and retain profitable client relationships.
Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients with complex treasury management needs.
Manage book of business to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Support channels RMs in identifying opportunities for clients and prospects.
Collaborate with channel RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients.
Effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies.
Conduct cash management external speakers series and seminars, in accordance with segment strategy and in conjunction with channel.
Maintain data integrity CE Desktop (our customer relationship management system) to create a complete picture of client service and support, including timely data entry.
Refer clients with only fundamental cash management needs to Inside cash management specialist and ensure smooth transition.
Team with Cash Management Advisors and RMs to manage and grow the regional book through effective referrals and teaming to service the clients.
Act with sense of urgency to respond to client and partner requests.
Ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution.
Direct and partner with Treasury Relationship Associates, as appropriate, to ensure seamless set up and service for clients.
REQUIRED QUALIFICATIONS
Bachelor's Degree or similar work experience with a minimum of 7-10 years cash management consultative sales experience.
Proven track record of cash management and/or specialty finance sales success
Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition
The ability to travel to various locations throughout the assigned geographic territory to call on clients and meet their needs, as required
Progress towards advanced degree or professional certification
FLSA STATUS:Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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