Sr Client Manager, Middle Market

KeyBank

Seattle (WA)

Hybrid

USD 69,000 - 105,000

Full time

4 days ago
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Job summary

KeyBank seeks a Commercial Bank professional to acquire, expand, and retain business clients. This role acts as the first point of contact for customer service needs, ensuring clients receive a full and effective client experience.

The role collaborates with partners on treasury management, cash management services, and complex client implementations, with hybrid on-site expectations in WA/OR. Base salary ranges with incentive opportunities are offered.

Qualifications

  • Bachelor's Degree or equivalent work experience.
  • Minimum 3 years experience in banking or cash management is preferred.
  • Proven customer service experience and strong analytical skills.

Responsibilities

  • Expand and retain business clients with treasury management needs.
  • Maintain cash management services and project updates; review existing services.
  • Prepare, deliver, and review client agreements; ensure compliance with risk policies.

Skills

Analytical skills
Customer service
Communication skills
Organizational skills
Attention to detail
MS Office

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Job description

Location:

1301 5th Avenue, Seattle Washington

Position Location Policy

General Location: WA or OR. WA highly preferred. Covering Washington portfolio.

Hybrid Requirement

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

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: 10/21/2026

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

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