KeyBank

Sr. Payments Advisor

KeyBank • $96K — $181K *
Grand Rapids, MI 49504In-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
  • Minimum of 5 years in payments, treasury, or cash management consultative sales
  • Experience with large corporate clients, $250MM+
  • Strong sales skills with a proven sales track record
  • Ability to influence C-Suite and present business solutions

Responsibilities

  • Create and execute sales and marketing strategies for client acquisition
  • Build relationships with Relationship Managers to retain business clients
  • Lead prospecting efforts for new client acquisitions
  • Serve as a trusted advisor for cash management needs
  • Identify client needs and provide tailored solutions
  • Manage portfolio to enhance client relationships
  • Partner with teams to deliver seamless service and presentations

Benefits

  • Comprehensive health, dental, and vision insurance plans
  • Retirement savings options with company matching
  • Paid time off and holiday pay
  • Professional development and continuing education opportunities
  • Flexible work arrangements within in-office requirements
Full Job Description
Location:
161 Ottawa Avenue, Grand Rapids Michigan

Job Summary
Sr. Payments Advisors partner with Relationship Managers and work with industry specific companies with the goal of driving efficiencies in the payments process and will thoroughly understand the issues confronting clients or prospects, and recommend solutions based on industry knowledge and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects. This individual has responsibility for prospecting independently, bringing new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and contribute to the team's overall portfolio growth.

Responsibilities
  • Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue, and client acquisition goals.
  • Build and maintain collaborative relationships with the Relationship Managers at Key to acquire expand and retain business clients who have payments/treasury management needs.
  • Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
  • Serve as the trusted advisor for clients with cash management needs to develop, manage, and retain profitable client relationships.
  • Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients.
  • Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).
  • Collaborate with Relationship Managers to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients and sales visibility.
  • Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs.
  • Utilize industry expertise, conduct cash management external speaker's series and seminars, in accordance with KeyBank's vertical strategy.
  • Record accurate, relevant and a current account of sales activities in Salesforce. Act with sense of urgency to respond to client and partner requests.
  • Leverage Implementation team and client management team ensuring superior on-boarding and excellent client experience. Motivate and hold others accountable, ensure appropriate documentation, and own corporate communication during execution.
  • Be viewed as the subject matter expert on all payments /treasury management needs within area of responsibility. Represent the organization and generate leads at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally.
  • Ability to speak at payments/treasury management and industry segment events
  • 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
  • Minimum of 5 years payments/treasury, or cash management consultative sales experience, or experience selling FinTech solutions - such as ERP, A/R and A/P Automation, Tax Automation, Expense Management, etc. (required)
  • Experience with large corporate clients, $250MM+ (required)
  • Strong sales skills with proven track-record of sales expertise (required)


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 $96,000.00 - $181,000.00 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: 09/30/2026

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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