KeyBank

Sr. Client Manager, Middle Market

KeyBank • $69K — $105K *
Albany, NY 12203In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Minimum 3 years of banking or cash management experience.
  • Experience in a customer service role is essential.
  • Strong analytical skills for assessing client needs.
  • Excellent verbal and written communication, with client presentation experience.
  • Self-motivated team player with collaborative skills.
  • Detail-oriented with strong organizational abilities.

Responsibilities

  • Collaborate with teams to expand and retain business clients.
  • Maintain cash management services to meet client needs.
  • Prepare and review client agreements efficiently.
  • Adhere to risk policies and conduct ECP Risk Testing.
  • Conduct research related to client inquiries and needs.
  • Generate leads for cross-selling to sales teams.
  • Partner with specialists for complex client implementations.

Benefits

  • Hybrid working model with on-site requirements 2 days per week.
  • Access to flexible workspace options as appropriate.
  • Support for professional development and potential incentives.
  • Comprehensive employee benefits package, details to be provided.
Full Job Description

Location:

401 Plymouth Road, Plymouth Meeting Pennsylvania

Position Location Policy

  • 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 KeyBank office (non-branch location), they are expected to work on-site 2 days per week.

  • Hours: 8-5pm EST

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 JOB FUNCTIONS

  • Collaborates with partners to expand and retain business clients who havetreasury management and other enterprise paymentsneeds.

  • Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. 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 on-going 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, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSOs), verifyingproducts 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.

REQUIRED QUALIFICATIONS

  • Bachelors 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.

PREFERRED QUALIFICATIONS

  • Minimum 3 years experience in Commercial Banking and/or Cash Management experience.

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

COMPETENCIES

  • Influencing skills.

  • Excellent interpersonal and presentations skills.

  • Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships.

  • Demonstrated analytical abilities and negotiation skills.

Driving Requirements

  • Ability to occasionally operate a motor vehicle with a valid drivers license.


Work Location Category

  • Hybrid (2+ days)

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

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 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: 06/08/2026 #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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