Client Onboarding Manager in Brooklyn, OH at Key Bank- Corporate

Date Posted: 7/31/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    7/31/2018

Job Description

JOB TITLE: Client Onboarding Manager

Grade/Benefit Designator

Job Code: 80

JOB BRIEF (PURPOSE)

Client Onboarding Mangers are charged with being the “end to end” owners of the client onboarding experience for Commercial Treasury & Card products. Following agreement to proceed with the deal, Client Onboarding Managers act as the primary contact and project manager from KeyBank to lead customers through the post-sales experience ensuring quick and effective adoption of new new products and services. The expertise delivered by this team, coupled with best in class technology being introduced in August 2016, will propel Key to the leader in the industry.

ESSENTIAL JOB FUNCTIONS

  • Owns client onboarding and implementation of Treasury & Card products and services , covering Community Bank sales teams
  • Directly interface with and lead the Client through the implementation process of the requested treasury solution from set up through hand-off to service team
  • Revalidate product feature and functionality with the clients to ensure full understanding of service to meet their business requirements.
  • Work closely with Sales, Product Management, Operations, IT and partners, coordinating all functional project tasks to ensure timely implementation of the product or service to the client’s satisfaction.
  • Track and manage all critical tasks and roles/responsibilities through the use of Standardized Task Plans and Tools
  • Escalate any product or client issues for timely resolution
  • Identify cross-sell opportunities and make appropriate referrals
  • Delivers or coordinated delivery of standardized client training to meet the unique client business need.
  • Ensures adherence to compliance processes and procedures
  • Exceed expectations of clients as measured through client surveys.
  • Complete assigned implementations on time or early to accelerate revenue streams and client success.
  • Ensure Sales teams are enabled to focus on Sales by acting as trusted partner in owning client onboaring activities

MARGINAL OR PERIPHERAL FUNCTIONS

  • Project management expertise
  • Deep operational knowledge of KeyBank systems and Treasury Services products
  • Handle complex situations and make decisions independently

REQUIRED QUALIFICATIONS

  • 3-5 years experience with Treasury Services products –or--
  • 1 year experience with Treasury Services products and 2-4 years other relevant experience
  • Bachelor’s Degree strongly preferred or equivalent work experience

PREFERRED QUALIFICATIONS

  • Project Management or Business Analyst experience
  • Product Management experience

EQUIPMENT USED/PHYSICAL REQUIREMENTS

  • Salesforce.com/nCino
  • Standard office equipment

TRAINING REQUIRED

  • Will participate in Onboarding Boot Camp


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 $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank 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. KeyBank is Member FDIC.

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.

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.

JobID: 30620BR

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