Remote Senior Client Manager - Cash Management & Banking

KeyBank; Ohio; Hybrid; USD 69,000 - 105,000; Full time

Job summary

KeyBank is seeking a Commercial Bank professional to drive growth by acquiring, expanding, and retaining business clients in a structured, customer-focused role. The position serves as the first point of contact for customer service needs, ensuring a full and effective client experience.

The role emphasizes collaboration with partners to grow the Utah portfolio, manage cash management services, prepare client agreements, and adhere to risk policies.

Qualifications

• Bachelor's Degree or equivalent experience (required).
• 3+ years of cash management experience (required).
• 3+ years of Commercial Banking experience (preferred).
• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred).

Responsibilities

• Collaborate with partners to expand and retain business and commercial clients.
• Maintain and manage cash management services, including project completion and tracking.
• Prepare, deliver, and review client agreements.
• Adhere to risk policies and risk testing initiatives.
• Conduct research to support ongoing client needs.
• Generate cross-sell leads and participate in bank initiatives.
• Partner with internal stakeholders to address complex client needs.
• Make timely, risk-aware decisions and own outcomes.

Skills

Cash management

Client engagement

Cross-functional collaboration

Risk awareness

Verbal and written communication

Data interpretation

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

KeyBank is seeking a Commercial Bank professional to drive growth by acquiring, expanding, and retaining business clients in a structured, customer-focused role. The position serves as the first point of contact for customer service needs, ensuring a full and effective client experience.

The role emphasizes collaboration with partners to grow the Utah portfolio, manage cash management services, prepare client agreements, and adhere to risk policies.