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Client Manager in Cleveland, OH at Key Bank- Corporate

Date Posted: 7/27/2020

Job Snapshot

  • Employee Type:
  • Location:
    127 Public Square
    Cleveland, OH
  • Date Posted:

Job Description

JOB TITLE: Client Manager
Grade/Benefit Designator: 78
Job Code: 107808


As an integral member to the Central Client Management (CCM) team, collaborates to acquire, expand and retain business clients who have treasury management needs. Maintains the “first point of contact” role for any customer service needs, inquiries or problems and ensures that clients receive a full and effective after-sales experience.

Locations: Open to multiple locations and potential for remote work


Collaborates with partners to expand and retain business clients who have treasury management needs.
Own maintainance 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
In some cases and on some teams the following job functions may also apply:
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, open new DDA accounts field incoming client calls to effectively resolve questions, problems or concerns regarding account opening and/or maintenance requests within established service level agreements.


Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience. Demonstrated success in a customer service enviroment Possess strong Analytical and data mining skills 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


Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred

Influencing skills Excellent interpersonal and presentations skills Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships Demonstrated analytical abilities and negotiation skills

Keeps promises and honors commitments.
Accepts responsibility for mistakes and failures and learns from them.
Honors commitments and demonstrates open, honest communication.
Managerial Courage
Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.
Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.
Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.
Drive for Results
Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results.
Demonstrates personal accountability for achieving results within established timelines and budget parameters.
Pursues work with energy, drive and focus.
Client Focus
Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.
Actively listens to internal/external client feedback and delivers appropriate solutions.
Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.
Effective Collaboration
Identifies and involves the right stakeholders to make decisions and maximize results.
Readily shares information, knowledge, best practices, and ideas with teammates.
Leverages opportunities and capabilities across the team to accomplish goals.
Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.
Leading Change
Effectively navigates and embraces change; exhibits an openness of new ways of doing things and an adaptable, continuous improvement mindset.
Makes quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.
Understands the boundaries of his/her decision making and escalates decisions appropriately.
Developing Self, Staff & Others
Takes ownership of personal development plan and seeks opportunities to further develop his/her skill set
Proactively shares knowledge with peers to help others develop and to improve the performance of the team.
Business Acumen
Knowledgeable about the financial services industry and Key’s competition.
Understands the value proposition of the business and how it contributes to Key’s business strategy.
Understands and applies Key’s risk management philosophy in day-to-day interactions.
Managing Vision and Purpose
Demonstrates passion for improving business results.
Understands how his/her role fits into the vision of the department and the organization.
Applies an understanding of the department’s vision and purpose to prioritize work.


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.


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