Public Sector Treasury Client Lead

KeyBank; New York (NY); Hybrid; USD 71,000 - 125,000; Full time

Job summary

KeyBank in Albany is seeking a Lead Client Manager within Treasury Management to help acquire, expand, and retain business clients with treasury needs. You will be the first point of contact for service inquiries, ensuring a full after-sales experience and strong client relationships.

The role emphasizes cross-sell opportunities, campaign leadership, KYC, risk awareness, and continuous improvement. A Bachelor’s degree and 3+ years in banking or cash management are required.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 3+ years banking or cash management experience.
• Demonstrated success in a customer service environment.
• Experience presenting to clients.
• CCM or CTP certification preferred.

Responsibilities

• Portfolio analysis & growth; lead campaigns and cross-sell opportunities.
• Administer KYC, compliance, and documentation for new/opportunities.
• Lead servicing operations, risk management and continuous improvement.
• Apply risk management knowledge to diverse situations.
• Develop and manage client relationships with a customer-focused approach.

Skills

Analytical skills

Verbal & written communication

Self-motivated

Organizational skills

Detail-oriented

MS Office

Education

Bachelor's Degree or equivalent

Job description

KeyBank in Albany is seeking a Lead Client Manager within Treasury Management to help acquire, expand, and retain business clients with treasury needs. You will be the first point of contact for service inquiries, ensuring a full after-sales experience and strong client relationships.

The role emphasizes cross-sell opportunities, campaign leadership, KYC, risk awareness, and continuous improvement. A Bachelor’s degree and 3+ years in banking or cash management are required.