Virtual Cash Management Advisor

KeyBank; New York (NY); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Small Business Cash Management Advisor to enhance client relationships and drive cash management solutions. This role involves collaborating with Retail Branch teams to educate on product offerings, identifying client needs, and preparing tailored proposals. The ideal candidate will possess strong customer service and marketing skills, ensuring the delivery of exceptional service while achieving individual and team goals. With opportunities for mobile or home-based work, this position offers flexibility and a chance to contribute to a dynamic team focused on client success.

Qualifications

• 1+ year experience in a client-focused environment with growth goals.
• Experience interpreting and understanding financial statements.

Responsibilities

• Educate Retail branch teams on cash management products.
• Prepare Cash Management proposals and track client setups.
• Meet individual production goals while supporting team success.

Skills

Bank product and service knowledge

Organizational skills

Customer service skills

Marketing skills

Negotiation skills

Education

Associate's Degree

Bachelor's Degree

Job description

Location:

For Those Who Work At Home - Various, New York 14226

Job Summary
The Small Business Cash Management Advisor partners with Small Business Wellness Advisors and Retail Branch teams to acquire, expand and retain business clients with fundamental to advanced cash management needs. This inside sales representative will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with fundamental and advanced cash management needs.

Responsibilities

• Works with the Retail branch and Small Business Wellness Advisor (SBWA) team to educate them on the cash management suite of products, to include product features, value proposition and pricing
• Responsible for supporting Retail branch teams and SBWA team to uncover cash management opportunities within each of their perspective markets and to strategize on how to uncover viable prospects
• Helps Retail branches build confidence and business acumen by providing cash management expertise through joint calling efforts and other collaborative opportunities
• Prepares Cash Management proposals for clients, and identifies any additional referral opportunities to other lines of business as appropriate
• Respond to client requests (direct or through partner referrals), obtain information necessary to track and implement client set ups seamlessly and flawlessly
• Meets and exceeds individual production goals while contributing to the overall sales success of the team
• 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 Qualifications

• Associate's Degree Associate's Degree or equivalent in training and experience (required)
• Bachelor's Degree (preferred)

Experience Qualifications

• A minimum of 1year experience in a client focused environment with aggressive growth and service goals required.
• A minimum of 1 year experience interpreting and understanding financial statements (required)

Tactical Skills

• Excellent Bank product and service knowledge
• Excellent organizational and time-management skills.
• Strong customer service/advocacy skills
• Strong marketing and negotiation skills

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Travel

• Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $39.24to $40.87per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

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 primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 04/18/2025KeyCorp 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, disability or veteran status.

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].

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