Senior Client Manager, Treasury & Cash Management

KeyBank; Portland (OR); Hybrid; USD 69,000 - 105,000; Full time

Benefits offered by this job

Incentive compensation

Hybrid work options

Job summary

KeyBank seeks a Commercial Bank professional to acquire, expand, and retain business clients. You will be the first point of contact for customer service needs, ensuring a full client experience.

The role involves managing cash management services, coordinating with implementation teams, and supporting cross-sell initiatives. The position requires collaboration, strong communication, and analytical skills, with eligibility for incentive-compensation.

Qualifications

• Bachelor's degree or equivalent work experience.
• Minimum 3 years of banking or cash management experience.
• Proven customer service track record and strong communication skills.
• Analytical mindset with data mining abilities.
• Proficient in MS Office and presenting to clients.

Responsibilities

• Collaborate with partners to expand and retain business clients needing treasury and payments.
• Maintain cash management services and track project updates and service improvements.
• Prepare and review client agreements and ensure risk policy compliance.
• Generate cross-sell leads and support client management initiatives.
• Coordinate with implementation teams for complex client setups and CSOs.

Skills

Customer service

Analytical skills

Data mining

Verbal communication

Written communication

Collaboration

Organization

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

CRM systems

Job description

KeyBank seeks a Commercial Bank professional to acquire, expand, and retain business clients. You will be the first point of contact for customer service needs, ensuring a full client experience.

The role involves managing cash management services, coordinating with implementation teams, and supporting cross-sell initiatives. The position requires collaboration, strong communication, and analytical skills, with eligibility for incentive-compensation.