KeyBank

Senior Field Client Relationship Officer

KeyBank • $69K — $105K *
Buffalo, NY 14221In-Person
Finance & Insurance
Less than 5 years of experience
6 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience required
  • 3+ years of cash management experience required
  • 3+ years of Commercial Banking experience preferred
  • Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred
  • Expertise in treasury/cash management products and services.

Responsibilities

  • Collaborate with partners to expand and retain business clients
  • Maintain and manage cash management services
  • Serve as a subject matter resource on compliance for clients
  • Prepare, deliver, and review client agreements
  • Conduct research to support client needs
  • Generate cross-sell leads and participate in bank initiatives
  • Make timely, risk-aware decisions regarding client service

Benefits

  • Hybrid work model with in-office requirement
  • Comprehensive employee benefits package
  • Support for ongoing professional development
  • Friendly and collaborative work environment
  • Potential for performance-based incentives
Full Job Description
Location:
726 Exchange Street, Buffalo New York

Position Location Policy
  • General Location: Buffalo, NY highly preferred. Albany, NY, Vermont or Massachusetts, or surrounding market. Covering the Buffalo, NY portfolio.
  • Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week.
  • Hours: 8-5pm EST required


Job Summary
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.

Essential Functions
  • Collaborate with partners to expand and retain business and commercial clients
  • Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
  • Serves as a subject matter resource to the client on deposit and loan compliance, while coordinating the setup, maintenance, and closure of deposit accounts.
  • Prepare, deliver, and review agreements
  • Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
  • Conduct research to support ongoing client needs
  • Generate cross-sell leads and participate in regular bank initiatives
  • Partner with internal stakeholders to address complex client needs
  • Make timely, risk-aware decisions and take ownership of outcomes
  • Set clear objectives, define priorities, and manage time effectively
  • Analyze information from various sources to draw conclusions and develop solutions
  • Adheres to and supports Key's compliance culture.
  • 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
  • Bachelor's Degree or equivalent experience (required)


Work Experience
  • 3+ years of cash management experience (required)
  • 3+ years of Commercial Banking experience (preferred)


Licenses and Certifications
  • Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)


Skills
  • Expertise in treasury/ cash management products and services.
  • Manages service updates, compliance projects, and new service rollouts.
  • Understanding of client setup, maintenance, and closure of commercial deposit accounts and loan servicing, ensuring operational accuracy and client satisfaction.
  • Demonstrated success in managing client needs and inquiries.
  • Strong verbal and written communication for client engagement.
  • Identifies cross-sell opportunities and contributes to bank initiatives.
  • Analyzes information to resolve complex client issues.
  • Makes timely, risk-aware decisions and takes ownership of outcomes.
  • Works effectively with internal partners to support business growth.
  • Prepares, delivers, and reviews client agreements.
  • Sets priorities and manages workload effectively.
  • Ensures accuracy and follow-through in client support.
  • Comfortable presenting to clients and internal stakeholders
  • Adheres to risk policies and supports testing initiatives.
  • Ability to interpret data and develop client-focused solutions.
  • Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.


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
  • Occasional travel to include overnight stay.


Driving Requirements
  • Ability to occasionally operate a motor vehicle with a valid driver's license.


Work Location Category

  • Hybrid (2+ days)


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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: 07/09/2026

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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