Senior Client Manager, Treasury in Tacoma, WA at Key Bank- Corporate

Date Posted: 8/2/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Tacoma, WA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/2/2018

Job Description

ABOUT THE JOB (JOB BRIEF)

As an integral member to the Enterprise Commercial Payments 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. Grade may vary depending on level of experience.

ESSENTIAL JOB FUNCTIONS

  • Collaborates with partners to expand and retain business clients who have treasury management needs.
  • Acts as the first point of contact for the service and maintenance needs of ECP clients including issue resolution, processing/routing incoming requests to modify services, 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 to deepen relationships.
  • Prepare, deliver, and review agreements in conjuction with adding or modifying existing services.
  • Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
  • Process all work related requests through internal systems necessary to effect maintenance (change) to client’s services.
  • Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
  • Resolve client issues, educate clients on products and service functionalities.
  • Expand client’s relationship by cross-selling complimenting services.
  • Participate in Client Management outreach efforts regarding sales & product initiatives (when applicable).

In some cases and on some teams the following job functions may also apply:
  • Partner with the Client Onboarding Manager on more complex client implementations.
  • Proactive service activities within assigned client portfolios.
  • 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.

  • Senior level (Grade 80) of this position has the ability to perform all of the above independently with little or no guidance from management

REQUIRED QUALIFICATIONS

  1. Bachelor's Degree or similar work experience with 3 or more years of banking, customer service, cash management experience.
  2. Possess strong Analytical, problem solving and data mining skills.
  3. Excellent verbal and written communication skills. Previous experience presenting to clients
  4. Self-motivated and ability to participate effectively in a highly collaborative work team
  5. Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
  6. Detail oriented and ability to follow through
  7. Proficient in Microsoft Office Word & Excel and knowledge of Microsoft Office PowerPoint

PREFERRED QUALIFICATIONS

  1. Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred
  2. Demonstrated success in a customer service environment.

COMPETENCIES

  1. Influencing skills
  2. Above average typing skills
  3. Strong interpersonal skills
  4. Basic presentations skills
  5. Excellent time management and organizational skills with the ability to set priorities, while maintaining client relationships
  6. Strong analytical abilities and negotiation skills

Accountability
  • 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.


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: 29911BR

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