KeyBank

Lead Client Manager, Public Sector

KeyBank • $71K — $125K *
Cleveland, OH 44130In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent work experience.
  • 3+ years of banking or cash management experience.
  • Demonstrated success in a customer service environment.
  • Experience presenting to clients.
  • Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred.
  • Strong analytical and data mining skills.
  • Excellent verbal and written communication skills.

Responsibilities

  • Analyze client portfolios to identify growth opportunities.
  • Lead campaigns focused on cross-selling and upselling treasury services.
  • Manage KYC, compliance, and documentation processes for client onboarding.
  • Initiate proactive servicing campaigns for client retention.
  • Fulfill client servicing requests promptly using available resources.
  • Drive continuous improvement initiatives across the service delivery process.
  • Apply risk management principles to diverse banking scenarios.

Benefits

  • Eligibility for incentive compensation based on performance.
  • Flexible work options for roles suitable for mobile working.
  • Comprehensive employee benefits package.
Full Job Description

Location:

66 South Pearl Street, Albany New York

Job Summary

As an integral member of the Treasury Management (TM) Corporate Bank Sales team, the Lead Client Manager collaborates to acquire, expand, and retain business clients with treasury management needs. This role serves as the “first point of contact” for customer service needs, inquiries, or problems, ensuring clients receive a full and effective after-sales experience.

Essential Functions

  • Portfolio Analysis & Growth

  • Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities.

  • Administer KYC, compliance, and documentation processes for new and growing client opportunities.

  • Servicing Operations & Risk

  • Lead proactive servicing campaigns and change management across client portfolios.

  • Prioritize and fulfill client servicing requests using provided tools and resources.

  • Lead continuous improvement (CI) opportunities and initiate pilots, projects, and initiatives.

  • Process / Risk / Execution

  • Apply risk management knowledge to diverse situations.

  • Take personal responsibility for assignments and decisions.

  • Pursue continuous personal growth and learning.

  • Evaluate emerging business situations and communicate actions effectively.

  • Form and manage effective teams.

  • Relationship Building / Customer Focus

  • Make sound decisions using business concepts and processes.

  • Align customer satisfaction with business decisions.

  • Develop trusting relationships by valuing others' concerns and contributions.

Education

Bachelor’s Degree or equivalent work experience.

Work Experience

  • 3+ years of banking or cash management experience.

  • Demonstrated success in a customer service environment.

  • Experience presenting to clients.

Certifications & Licenses

  • Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred.

Skills

  • Strong analytical and data mining skills.

  • Excellent verbal and written communication.

  • Self-motivated and collaborative team player.

  • Excellent organizational skills and ability to manage priorities.

  • Detail-oriented with strong follow-through.

  • Proficient in Microsoft Office (Word, Excel, PowerPoint).

Physical Demands

Not explicitly stated; assumed to be standard for office-based roles.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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.

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

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.

Job Posting Expiration Date: 10/02/2026 #LI-Hybrid

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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