Lead Payments Advisor

Location:

127 Public Square, Cleveland Ohio

Job Summary The Lead Payments Advisor serves as a Trusted Advisor for clients and prospects. While focused on working capital and payments solutions, this role will utilize the full breadth of Key's product platform, which includes traditional bank products, credit, investment banking and capital markets executions, to drive value for the client and Key. The Payments Lead will drive the financial performance of the team through profitable revenue growth, deepening and increasing the number of deposit, credit and capital markets relationships with new and existing clients and employing strong risk management discipline.

The Lead Payments Advisor also serves in a leadership role, guiding a deal team, mentoring junior team members and overseeing the successful execution of larger and complex transactions and embodying Key values.

Responsibilities Builds strong relationships at the CFO and CEO level and serves as a Trusted Advisor to clients, by developing a clear and holistic understanding of the client or prospect’s business through analysis of their management and operating practices, portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner.

Provides the client with knowledge and access to the breadth of Key’s product platform which includes: deposits, payments, credit, investment banking, interim and permanent credit facilities, cash management, interest rate management, syndications, debt capital markets, private banking, etc Possesses sufficient product knowledge to educate the client on Key’s capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners.

Serves as deal team leader, coordinating efforts and working closely with several Relationship Managers as well as our internal and external payments partners

Proactively manages a deposit and payments portfolio to both maximize profitability and control risk through consistent and timely identification, resolution and escalation of issues and concerns.

Build and maintain collaborative relationships with the Key Bank bankers and leadership to acquire, expand and retain business clients

Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Key Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).Partners effectively with Credit, Product Partners, Servicing, and other partners identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.

Develops focused strategies for retaining, growing, acquiring and in some cases exiting client relationships based on the business strategy.

Demonstrates strong financial acumen, functional, technical and credit expertise and effectively transfers this knowledge to team members; provides coaching and mentoring to others within the organization.

Takes an active role in onboarding and training new team members and partners.

Enables successful execution by embracing all business development processes and proactively identifies and communicates areas for continuous improvement.

Participates in community and professional organizations which enhance our expertise and profile.

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 Key Bank 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 in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)
Experience Qualifications7+ years of Payments experience, ideally within Real Estate or relevant industry with…