KeyBank

Lead Payments Advisor

KeyBank • $116K — $216K *
Cleveland, OH 44130In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business or Technical Sciences preferred
  • 7+ years of Payments experience, ideally in Real Estate or related industry
  • Understanding of balancing business development, risk management, and servicing
  • Demonstrated teamwork and leadership in delivering client solutions
  • Experience in a lending role or financial technology sector

Responsibilities

  • Build strong relationships with CFOs and CEOs as a Trusted Advisor
  • Provide clients access to Key's diverse product offerings
  • Educate clients on Key's capabilities and identify opportunities
  • Lead deal teams and coordinate efforts with Relationship Managers
  • Manage a deposit and payments portfolio for profitability and risk control
  • Develop integrated solutions to deepen client relationships
  • Participate in community and professional organizations to enhance expertise

Benefits

  • Flexible work options for roles that support effective mobile environments
  • Professional development opportunities including training and mentorship
  • Participation in community and professional organizations
  • Comprehensive health and wellness benefits
  • Access to a diverse range of financial products for personal use
Full Job Description
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 KeyBank 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 KeyBank 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 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 in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)


Experience Qualifications
  • 7+ years of Payments experience, ideally within Real Estate or relevant industry with complex entity structures (required)
  • Understanding of the importance of balancing business development, risk management and servicing (preferred)
  • Demonstrated ability to work and lead effectively within a team to deliver comprehensive solutions to our clients and achieve financial and risk management goals (preferred)
  • Experience working as a lender (preferred)
  • Experience in a product role or working in the financial technology industry (preferred)
  • Prior Management and Leadership experience (preferred)


Tactical Skills
  • Demonstrated ability to influence C-Suite level and present transformative business solutions, ROI and value propositions
  • Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs, matching the value proposition, and closing the deal
  • Thorough understanding of client financial and business operations
  • Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management
  • Proven ability to manage a client portfolio and define and execute on a growth strategy
  • Excellent organization and communication skills (verbal and written)
  • Ability to manage projects, strategies, and timelines to accelerate sales activities.
  • Self-motivated and ability to participate effectively in highly collaborative, cross-functional deal teams
  • Excellent critical thinking and problem-solving ability


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


Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


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 $116,000.00 - $216,000.00 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 here 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: 08/07/2026

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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