Sr. Client Manager, Middle Market

Location:

401 Plymouth Road, Plymouth Meeting Pennsylvania

• General
  
  Location:
  
  Plymouth Meeting, PA, Cleveland, OH, or Albany, NY, Plymouth Meeting, PA highly preferred. Covering the Eastern Pennsylvania portfolio.
• Hybrid Requirement (if within specific cities): If the selected candidate resides near Key Bank office (non-branch location), they are expected to work on-site 2 days per week.
• Hours: 8-5pm EST

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.

• Collaborate 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 (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 ongoing 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, 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.

• 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.

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

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

• Ability to occasionally operate a motor vehicle with a valid driver’s license.

• Hybrid (2+ days)

Key has implemented a role‑based Mobile by Design approach to our employee work spaces, dedicating space to those whose roles require specific work spaces, while providing flexible options for roles which are less dependent on assigned work spaces 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.

This position is eligible to earn a base salary in the range of $69,000.00 - $ annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic…