Hybrid Commercial Client Success Leader

KeyBank

Brooklyn (OH)

Hybrid

USD 80,000 - 150,000

Full time

9 days ago
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Job summary

KeyBank Commercial Onboarding and Servicing is seeking a high-performing Commercial Client Success Team Lead (CSTL) to coach a servicing team and drive premium client experiences in the Middle Market segment.

The CSTL will align servicing strategy with Sales Leaders, manage client requests, and mitigate risk while supporting cross-functional partners. Occasional travel to meetings and events is required, with hours 8–5 EST.

Qualifications

  • Bachelor's degree or related experience required.
  • Strong understanding of commercial lending concepts and banking processes.
  • Experience coaching and developing staff; supervisory experience preferred.
  • Knowledge of loan and deposit documentation and treasury management is a plus.
  • Familiarity with BSA/AML compliance and regulatory requirements.

Responsibilities

  • Lead a relationship officer and client manager team.
  • Direct regional service organization with strategic guidance and process improvements.
  • Achieve OKR, scorecard and KPI targets.
  • Collaborate with cross-functional teams to improve service delivery and asset quality.
  • Oversee treasury servicing, deposit openings, and loan/document maintenance for market teams.
  • Ensure team performance and client satisfaction; resolve escalated issues with Sales Leaders.

Skills

Commercial lending concepts
Commercial banking support
Coaching & development
Leadership
Loan documentation
BSA/AML compliance
Relationship management

Education

Bachelor's Degree or related experience
Bachelor's Degree in accounting/finance/economics

Job description

KeyBank Commercial Onboarding and Servicing is seeking a high-performing Commercial Client Success Team Lead (CSTL) to coach a servicing team and drive premium client experiences in the Middle Market segment.

The CSTL will align servicing strategy with Sales Leaders, manage client requests, and mitigate risk while supporting cross-functional partners. Occasional travel to meetings and events is required, with hours 8–5 EST.

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