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Cash Management Advisor

Seattle, WA, United States

Location:

1301 5th Avenue - Seattle, Washington 98101

Job Summary

Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with basic to complex cash management needs.

Responsibilities Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship Managers (BBRMs) and development of their own center of influence (COI) networks

Develops and manages sales planning activities through the year

Capitalizes on referrals from inside sales and/or client service managers

Stays up to date on Core Business Banking client relationships and client needs; maintain fluid communication with internal partners to provide seamless service to clients and prospects; refers potential business growth opportunities to segment specialty teams

Provides strategic consultation to existing high-value clients and prospects on working capital management processes and optimized cash flow structures

Will identify specific payment products functionality and features, translating those back into a consultative pitch that meets the business's working capital needs

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 Bachelor's Degree or equivalent in working experience (required)

Experience Qualifications 3+ years cash management experience in a banking environment (required)

3+ years success in a client focused environment with aggressive growth and service goals (required)

Tactical Skills Strong financial acumen including the ability to read and understand income statements

Exceptional negotiating and closing skills

Strong communication skills

Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Persuasion: Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience

Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence

Practical Skills Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively

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

Travel Routine and frequent travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $103,000 to $139,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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

Job Posting Expiration Date: 07/17/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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 [email protected].

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