Senior Field Client Relationship Officer

KeyBank; Buffalo (NY); Hybrid; USD 69,000 - 105,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary

Incentive compensation

Job summary

KeyBank's Commercial Bank team in Buffalo-area markets seeks a results-driven professional to acquire, expand, and retain business clients. You will be the first point of contact for client service needs, ensuring a full and effective client experience.

Responsibilities include managing cash management services, deposit accounts, loan servicing, and coordinating agreements, while upholding risk policies and collaborating with internal partners to grow the business.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3+ years of cash management experience.
• 3+ years of Commercial Banking experience.
• 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 and updates, including new service rollouts.
• Serve as SME on deposit and loan compliance; manage deposit accounts lifecycle.
• Prepare, deliver, and review client agreements.
• Adhere to risk policies and testing initiatives.
• 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.
• Set priorities and manage workload effectively.
• Present to clients and internal stakeholders.
• Interpret data to develop client-focused solutions.
• Use Microsoft Office tools for business tasks.

Skills

Cash management

Treasury products

Client relations

Cross-sell opportunities

Risk awareness

Microsoft Office

Education

Bachelor's degree

Certified Cash Manager (CCM)

Certified Treasury Professional (CTP)

Tools

Microsoft Office

Job description

Location

• General Location: Buffalo, NY highly preferred. Albany, NY, Vermont or Massachusetts, or surrounding market. Covering the Buffalo, NY portfolio.
• Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week.
• Hours: 8-5pm EST required

Job Summary

As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience.

Essential Functions

• Collaborate with partners to expand and retain business and commercial clients
• Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
• Serves as a subject matter resource to the client on deposit and loan compliance, while coordinating the setup, maintenance, and closure of deposit accounts.
• Prepare, deliver, and review agreements
• Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
• Conduct research to support ongoing client needs
• Generate cross-sell leads and participate in regular bank initiatives
• Partner with internal stakeholders to address complex client needs
• Make timely, risk-aware decisions and take ownership of outcomes
• Set clear objectives, define priorities, and manage time effectively
• Analyze information from various sources to draw conclusions and develop solutions
• Adheres to and supports Key’s compliance culture.
• Performs 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 or equivalent experience (required)

Work Experience

• 3+ years of cash management experience (required)
• 3+ years of Commercial Banking experience (preferred)

Licenses and Certifications

• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)

Skills

• Expertise in treasury/ cash management products and services.
• Manages service updates, compliance projects, and new service rollouts.
• Understanding of client setup, maintenance, and closure of commercial deposit accounts and loan servicing, ensuring operational accuracy and client satisfaction.
• Demonstrated success in managing client needs and inquiries.
• Strong verbal and written communication for client engagement.
• Identifies cross-sell opportunities and contributes to bank initiatives.
• Analyzes information to resolve complex client issues.
• Makes timely, risk-aware decisions and takes ownership of outcomes.
• Works effectively with internal partners to support business growth.
• Prepares, delivers, and reviews client agreements.
• Sets priorities and manages workload effectively.
• Ensures accuracy and follow-through in client support.
• Comfortable presenting to clients and internal stakeholders
• Adheres to risk policies and supports testing initiatives.
• Ability to interpret data and develop client-focused solutions.
• Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.

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

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to occasionally operate a motor vehicle with a valid driver's license.

Work Location Category

• Hybrid (2+ days)

Compensation and Benefits

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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: 09/10/2026

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.

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