Sr Client Manager, Middle Market

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

Location

• General Location: WA or OR. WA highly preferred. Covering Washington portfolio.
• Hybrid Requirement (if within specific cities): If the selected candidate resides in Oregon or Washington near KeyBank office (non-branch location), they are expected to work on-site 2 days per week.
• Hours: 8-5pm PST

Position Location Policy

• General Location: WA or OR. WA highly preferred. Covering Washington portfolio.
• Hybrid Requirement (if within specific cities): If the selected candidate resides in Oregon or Washington near KeyBank office (non-branch location), they are expected to work on-site 2 days per week.
• Hours: 8-5pm PST

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 Job Functions

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction.
• Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements.

Required Qualifications

• Bachelor's Degree or similar work experience.
• Minimum 3 years experience of banking or cash management experience.
• Demonstrated success in a customer service environment.
• Possess strong Analytical and data mining skills to determine appropriate client needs.
• Excellent verbal and written communication skills. Previous experience presenting to clients.
• Self-motivated and ability to participate effectively in a highly collaborative work team.
• Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.
• Detail oriented and ability to follow through.
• Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.

Preferred Qualifications

• Minimum 3 years experience in Commercial Banking and/or Cash Management experience.
• Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.

COMPETENCIES

• Influencing skills.
• Excellent interpersonal and presentations skills.
• Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships.
• Demonstrated analytical abilities and negotiation skills.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

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.

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.

Job Posting Expiration Date: 10/08/2026

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.

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].