Sr Client Manager in Cleveland, OH at Key Bank- Corporate

Date Posted: 11/9/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    127 Public Square
    Cleveland, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/9/2018

Job Description

JOB TITLE: TREASURY SVCS – CLIENT MGR & SR TREASURY SVCS – CLIENT MGR
Grade/Benefit Designator: 80
Job Code: 107812

ABOUT THE JOB (JOB BRIEF)

As an integral member to the Treasury Management (TM) Corporate Bank Sales 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.
ESSENTIAL JOB FUNCTIONS

Independently collaborates with partners to expand and retain business clients who have treasury management needs.
Own maintenance 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.
Mentor and coach Client Managers on team
Independently 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 take lead position in regular Client Management sales initiatives
Maintain a more significant or in depth portfolio/work load than that of a Treasury Client Manager

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.
REQUIRED QUALIFICATIONS

4 Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience
4 Demonstrated success in a customer service environment
4 Possess strong independent analytical and data mining skills
4 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
4 Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
4 Detail oriented and ability to follow through
4 Proficient knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
4 Demonstrated understanding of working capital
4 Capable of mentoring others
4 Expertise in areas of risk adherence
4 Demonstrates ability to actively engage management and others with innovative ideas to enhance team’s overall performance

PREFERRED QUALIFICATIONS

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

COMPETENCIES

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

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: 32618BR

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