Lead Client Manager, Public Sector

KeyBank; Brooklyn (OH); On-site; USD 71,000 - 125,000; Full time

Job summary

KeyBank in Albany, NY is seeking a Lead Client Manager to join the Treasury Management Corporate Bank Sales team. The role serves as the first point of contact for client service needs and ensures an effective after-sales experience.

The position requires a Bachelor's degree or equivalent work experience, with 3+ years in banking or cash management, and experience presenting to clients. Base salary ranges from $71,000 to $125,000 plus incentives, with a strong focus on in-office collaboration.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3+ years of banking or cash management experience.
• Proven success in a customer service environment.
• Experience presenting to clients.

Responsibilities

• Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities.
• Administer KYC, compliance, and documentation processes for new and growing client opportunities.
• Servicing operations & risk management; prioritize and fulfill client servicing requests.
• Lead continuous improvement and pilot projects across client portfolios.

Skills

Analytical skills

Data mining

Verbal communication

Written communication

Organizational skills

Attention to detail

Time management

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Location: 66 South Pearl Street, Albany New York

Job Summary

As an integral member of the Treasury Management (TM) Corporate Bank Sales team, the Lead Client Manager collaborates to acquire, expand, and retain business clients with treasury management needs. This role serves as the "first point of contact" for customer service needs, inquiries, or problems, ensuring clients receive a full and effective after-sales experience.

Essential Functions

• Portfolio Analysis & Growth
• Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities.
• Administer KYC, compliance, and documentation processes for new and growing client opportunities.
• Servicing Operations & Risk
• Lead proactive servicing campaigns and change management across client portfolios.
• Prioritize and fulfill client servicing requests using provided tools and resources.
• Lead continuous improvement (CI) opportunities and initiate pilots, projects, and initiatives.
• Process / Risk / Execution
• Apply risk management knowledge to diverse situations.
• Take personal responsibility for assignments and decisions.
• Pursue continuous personal growth and learning.
• Evaluate emerging business situations and communicate actions effectively.
• Form and manage effective teams.
• Relationship Building / Customer Focus
• Make sound decisions using business concepts and processes.
• Align customer satisfaction with business decisions.
• Develop trusting relationships by valuing others' concerns and contributions.

Education

Bachelor's Degree or equivalent work experience.

Work Experience

• 3+ years of banking or cash management experience.
• Demonstrated success in a customer service environment.
• Experience presenting to clients.

Certifications & Licenses

• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred.

Skills

• Strong analytical and data mining skills.
• Excellent verbal and written communication.
• Self-motivated and collaborative team player.
• Excellent organizational skills and ability to manage priorities.
• Detail-oriented with strong follow-through.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).

Physical Demands

Not explicitly stated; assumed to be standard for office-based roles.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 emailing [e-mail].