Cash Management Navigator - Client Onboarding & Operations

Jobtailor; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

KeyBank in New York seeks an organized professional to review, triage, and manage incoming case work from sales partners, interpret requirements, and determine next steps within pre-onboarding compliance.

You will maintain knowledge of cash management products, ensure documentation, deliver agreements, collaborate with teams, and handle high-volume workloads while adhering to COS controls and risk practices.

Qualifications

• Bachelor's degree or equivalent work experience.
• Minimum of two years of banking or cash management experience.
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities with multitasking and deadlines.
• Attention to detail and commitment to accuracy.
• Ability to interpret procedures, follow controls, and apply good judgment.
• Self-motivated, dependable, and collaborative team player.
• Client-focused mindset with a positive, proactive approach.
• Proficient in Microsoft Office including Word, Excel, and PowerPoint.
• Willingness to work on-site 2 days per week and occasional travel.

Responsibilities

• Review, triage, and manage incoming case work from sales partners.
• Interpret request requirements, identify tasks, and determine next steps.
• Maintain working knowledge of pre-onboarding compliance requirements for multiple cash management products.
• Ensure required documentation and approvals are obtained before fulfillment.
• Prepare and deliver cash management agreements and related documentation to clients through approved electronic channels.
• Collaborate with teammates, sales partners, internal operations teams, and other business partners.
• Manage a high-volume workload across tasks in various stages of completion.
• Perform quality verification and accuracy checks before submitting requests for implementation or fulfillment.
• Follow COS procedures, controls, and risk management practices.
• Work independently with limited supervision while maintaining productivity and prioritization.
• Provide professional support to external clients as needed.
• Prepare pricing proformas for sales proposals and submit pricing and rate requests according to Account Analysis policy.
• Contribute to a collaborative team culture and support team priorities.

Skills

Cash management experience

Banking knowledge

Organizational skills

Microsoft Office proficiency

Attention to detail

Written communication

Verbal communication

Time management

Self-motivation

Client-focused mindset

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

KeyBank in New York seeks an organized professional to review, triage, and manage incoming case work from sales partners, interpret requirements, and determine next steps within pre-onboarding compliance.

You will maintain knowledge of cash management products, ensure documentation, deliver agreements, collaborate with teams, and handle high-volume workloads while adhering to COS controls and risk practices.