Payments Associate

KeyBank; United States; Remote; USD 63,000 - 96,000; Full time

Job summary

KeyBank is seeking a Payments Associate based in California to support Payments Advisors in the Southern CA market. The role will interact with Market Leads and LOB Partners to manage pipelines, perform financial modeling, and prepare client presentations, RFP responses, and onboarding plans.

You may own transactions and interface with clients in negotiations and delivery of payment solutions. The position requires 1–3 years in business/finance/tech, a Bachelor's degree (preferred) and strong

Qualifications

• Bachelor’s degree in Business (Accounting, Finance, Economics) or Technical Sciences preferred.
• 1–3 years of experience in business, finance, technology, or relevant fields.
• Proficiency with Microsoft Office, Salesforce and Tableau.

Responsibilities

• Organize and manage pipelines and prepare for new business deliverables for c-suite.
• Generate analytical materials for new client meetings.
• Interact with Fintech partners to solve technology challenges and integrate solutions.
• Develop client relationships and strategic roadmaps to drive revenue.
• Build reporting and analytics using Tableau, Salesforce and other industry tools.
• Complies with KeyBank policies and procedures.

Skills

Financial modeling

Analytical thinking

Communication skills

Team player

Self-starter

Education

Bachelor's degree in Business or Technical Sciences (preferred)

Tools

Salesforce

Tableau

Microsoft Office

Job description

Location:

For Those Who Work At Home, California

**This role will support Payments Advisors in the Southern CA market, so the individual does need to live in LA or Orange County**

Job Summary

Payments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors, Market Leads and Line of Business Partners, who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation, negotiation, and delivery of payment solutions.

Responsibilities

• Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations


• Generate ideas and analytical materials in support of new client meetings – interact with support partners to garner research and subject matter expertise


• Interact with Fintech partners to solve complex technology solution challenges and facilitate seamless integration to the bank as well as the partner solutions


• Build client industry expertise and apply it towards new partner and solution development – collaborate with the Product & Innovation team to launch appropriate product and solution expansions


• Develop primary relationships with select clients and work with Payments Advisors, Market Leads and Line of Business Partners on appropriate strategy and solution roadmap to drive revenue.


• Work with the data and analytics team to build and enhance reporting and analytical mechanisms using Tableau, Salesforce and various industry tools


• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice


• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor’s Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)

Experience Qualifications

• 1-3 years of experience in business, finance, technology, or relevant fields (required)

Tactical Skills

• Strong Knowledge of Microsoft Office Suite, Salesforce and Tableau


• Strong quantitative skills, including financial modeling and financial statement analysis


• Ability to quickly absorb and leverage developing technology and commercial cash management products and services with an understanding of Fintech, emerging payments methods and financial operations


• Strong critical thinking and problem-solving ability


• Excellent organization, communication, and research skills


• Strong team player; motivated self-starter; manages to deadlines


• Desire to be part of close-knit group operating in an intensive commercial environment


• Financial modeling and strong analytical acumen


• Analyzing and synthesizing large data sets and industry trends


• Strong communication skills (verbal and written)


• Team player with a competitive drive to win and high degree of curiosity

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 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.

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].

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