Cash Management Support Specialist

KeyCorp
Buffalo, Pennsylvania, New York, Cincinnati, Pittsburgh, Columbus, Philadelphia, Ohio, Cleveland
Workplace: HybridFull timeUSD 52,000 - 80,000 annuallyFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: bachelorsSkills: ["Communication","Organization","Time management","Attention to detail","Client focus"]

Support onboarding and servicing of Business Banking clients within the Commercial Bank team, reporting to Commercial Onboarding and Servicing. Triage and manage incoming cash management case work from sales partners, ensure compliance documentation and approvals are obtained, prepare and deliver agreements via electronic channels, perform quality verification before internal implementation, and coordinate with sales and operational teams to drive timely, accurate fulfillment. Maintain productivity in a fast-paced, client-focused environment.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Cash Management Support Specialist

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Last checked: 2 hours agoStatus: Live

Job Summary

Support onboarding and servicing of Business Banking clients within the Commercial Bank team, reporting to Commercial Onboarding and Servicing. Triage and manage incoming cash management case work from sales partners, ensure compliance documentation and approvals are obtained, prepare and deliver agreements via electronic channels, perform quality verification before internal implementation, and coordinate with sales and operational teams to drive timely, accurate fulfillment. Maintain productivity in a fast-paced, client-focused environment.
Location: Buffalo, Pennsylvania, New York, Cincinnati, Pittsburgh, Columbus, Philadelphia, Ohio, Cleveland
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Review, triage, and manage incoming case work from sales partners by interpreting requirements, identifying tasks, and determining next steps to drive timely completion.
  • •Maintain knowledge of pre-onboarding compliance requirements for multiple cash management products and ensure required documentation and approvals before fulfillment.
  • •Prepare and deliver cash management agreements and related documentation to clients through approved electronic channels.
  • •Collaborate with teammates, sales partners, and internal operations teams to facilitate accurate and efficient request processing.
  • •Perform quality verification and accuracy checks prior to submitting requests to internal teams for implementation or fulfillment.
Travel: Low travel

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •Minimum two (2) years of banking or cash management experience.
  • •Strong written and verbal communication to interact professionally with internal partners, teammates, and external clients.
  • •Organizational and time-management skills to prioritize multiple requests and meet deadlines.
  • •Attention to detail and commitment to accuracy when reviewing documentation and completing quality checks.
Experience:2+ yearsBankingCash management
Education:Bachelor's
Skills:CommunicationOrganizationTime managementAttention to detailClient focus
Tech Stack:Microsoft OfficeWordExcelPowerPoint

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn