Regional Cash Management Advisor

KeyBank; Seattle (WA); On-site; USD 71,000 - 125,000; Full time

Job summary

KeyBank is seeking a Relationship Manager, Cash Management Advisor (RCMA) to partner with Business Banking Relationship Managers in Seattle, aiming to acquire, expand, and retain clients with diverse cash management needs.

You will identify client requirements, participate in calls and reviews, and translate product features into tailored pitches while collaborating with internal teams to deliver seamless service and drive growth.

Qualifications

• Minimum 3 years of cash management experience in banking.
• Minimum 3 years of client-focused growth and service goals.

Responsibilities

• Identify and close new client cash management opportunities with BBRMs and COIs.
• Develop and manage annual sales planning activities.
• Capitalize on referrals from inside sales and client service managers.
• Provide strategic consultation on working capital management and cash flow optimization.
• Translate payment product features into client-focused pitches.

Skills

Cash flow analysis

Client relationships

Negotiation

Written communication

Cross-functional collaboration

Education

Bachelor's Degree

Job description

Location

1301 5th Avenue, Seattle Washington

Job Summary

The Relationship Manager, Cash Management Advisor (RCMA) partners with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand, and retain business clients with moderately complex cash management needs. They identify client needs and participate in various aspects of client management, including conference calls and relationship reviews for clients with basic to complex cash management requirements.

Essential Functions

• Identify and close new client cash management opportunities through collaboration with BBRMs and personal center of influence (COI) networks.
• Develop and manage sales planning activities throughout the year.
• Capitalize on referrals from inside sales and/or client service managers.
• Maintain up-to-date knowledge of Core Business Banking client relationships and needs.
• Communicate fluidly with internal partners to ensure seamless service delivery.
• Refer potential business growth opportunities to segment specialty teams.
• Provide strategic consultation to high-value clients and prospects on working capital management and optimized cash flow structures.
• Translate payment product features into consultative pitches tailored to client needs.
• Perform 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

• Bachelor's Degree (required)

Work Experience

• A minimum of 3 years of cash management experience in a banking environment (required)
• A minimum of 3 years of success in a client-focused environment with aggressive growth and service goals (required)

Skills

• Ability to read and interpret income statements and understand financial data.
• Exceptional negotiating and closing skills to drive client acquisition and retention.
• Strong verbal and written communication skills for effective client and team interactions.
• Deep understanding of cash flow structures, payment products, and working capital strategies.
• Skilled in maintaining and growing client relationships through strategic consultation and service.
• Ability to identify opportunities, pitch solutions, and support business growth through targeted strategies.
• Understands the broader business environment and aligns financial solutions with client goals.
• Applies logical reasoning and analysis to solve complex client and operational challenges.
• Identifies root causes and implements effective solutions in a timely manner.
• Prioritizes client needs and delivers tailored solutions that enhance satisfaction and loyalty.
• Persuasively communicates ideas and recommendations to drive decision-making and client buy-in.
• Works effectively with internal teams and partners to deliver seamless client experiences.
• Interprets financial data to assess client needs and recommend appropriate banking solutions.
• Manages a portfolio of clients with a focus on growth, retention, and risk mitigation.
• Maintains awareness of industry trends, regulations, and best practices relevant to business banking.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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. Travel Routine and frequent travel to include overnight stay.

Work Location Category

Hybrid (Sales)

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.

Job Posting Expiration Date

11/22/2026

Equal Opportunity Employer

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.

Reasonable Accommodations

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].

Company Culture

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.