Lead Client Manager, Public Sector

Byrne Dairy; City of Syracuse (NY); On-site; USD 71,000 - 125,000; Full time

Job summary

KeyCorp in Albany, NY seeks a Lead Client Manager within Treasury Management Corporate Bank Sales to acquire, expand, and retain business clients with treasury needs. You are the first point of contact for service inquiries, ensuring clients receive a full and effective after-sales experience.

You will drive portfolio analysis and growth, lead campaigns, handle KYC/compliance, manage servicing operations and risk, and pursue continuous improvement while strengthening client relationships.

Qualifications

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

Responsibilities

• Portfolio Analysis & Growth: analyze portfolios and drive growth.
• Lead campaigns, identify leads, and develop cross-sell/upsell opportunities.
• Administer KYC, compliance, and documentation for new and growing client opportunities.
• Servicing Operations & Risk: manage servicing operations and assess risk across portfolios.
• Lead proactive servicing campaigns and change management across client portfolios.
• Prioritize and fulfill client servicing requests using provided tools.
• Lead CI opportunities and pilots for improvements.
• 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 clearly.
• Form and manage effective teams.
• Relationship Building / Customer Focus: build trust and ensure satisfaction.

Skills

Analytical skills

Communication skills

Team player

Organizational skills

Attention to detail

MS Office

Education

Bachelor's degree or equivalent

Certified Cash Manager (CCM)

Certified Treasury Professional (CTP)

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.

Please click here for a list of benefits for which this position is eligible.

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.

Job Posting Expiration Date: 10/02/2026

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].