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Senior Client Manager, Middle Market

Company: KeyBank
Location: Salt Lake City
Posted on: February 22, 2021

Job Description:

At Key, employee and candidate health is a top priority. Due to the ongoing spread of COVID-19, most interviews are being conducted virtually. Our talent acquisition team is diligently working to provide you the support you need throughout our hiring process. Learn more . Senior Client Manager, Middle Market in Salt Lake City, UT at KeyBank Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients' needs first and take a customized approach to meeting those needs. At Key we've made a promise to our clients that they will always have a champion in us. To deliver on that promise, we're committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day. Job DescriptionSr. Client Manager, Middle Market

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

  • Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments 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.
  • 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
    • 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, and/or maintenance requests within established service level agreements.
      REQUIRED QUALIFICATIONS
      • Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience.
      • Demonstrated success in a customer service environment
      • 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
        PREFERRED QUALIFICATIONS
        • Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferredCOMPETENCIES
          • 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

            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.

            46136BR Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you. At Key, we're committed to diversity and inclusion in all we do. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by email.

Keywords: KeyBank, Salt Lake City , Senior Client Manager, Middle Market, Executive , Salt Lake City, Utah

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