Public Sector Treasury Client Lead & Growth Strategist

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

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.