Lead Client Manager, Public Sector

KeyCorp
Cleveland, New York, Buffalo
Workplace: HybridFull timeUSD 71,000 - 125,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Communication","Collaboration","Organizational skills","Detail-oriented","Risk management"]

Serve as the first point of contact for treasury management clients, collaborating with the TM Corporate Bank Sales team to acquire, expand, and retain business clients. Lead portfolio analysis and growth initiatives, administer KYC and documentation for new opportunities, and manage proactive servicing and change across client portfolios. Apply risk management expertise, prioritize client servicing requests, and drive continuous improvement through pilots and initiatives.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Lead Client Manager, Public Sector

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Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the first point of contact for treasury management clients, collaborating with the TM Corporate Bank Sales team to acquire, expand, and retain business clients. Lead portfolio analysis and growth initiatives, administer KYC and documentation for new opportunities, and manage proactive servicing and change across client portfolios. Apply risk management expertise, prioritize client servicing requests, and drive continuous improvement through pilots and initiatives.
Location: Cleveland, New York, Buffalo
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Collaborate with the TM Corporate Bank Sales team to acquire, expand, and retain clients with treasury management needs.
  • •Lead portfolio analysis, campaign execution, and relationship development for cross-sell/upsell opportunities.
  • •Administer KYC, compliance, and documentation processes for new and growing client opportunities.
  • •Lead proactive servicing campaigns and change management across client portfolios, fulfilling servicing requests using provided tools.
  • •Apply risk management knowledge, initiate continuous improvement efforts, and communicate actions effectively.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

  • •Bachelor’s Degree or equivalent work experience.
  • •3+ years of banking or cash management experience.
  • •Demonstrated success in a customer service environment.
  • •Experience presenting to clients.
  • •Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred.
Experience:3+ yearsBankingTreasury managementCash management
Skills:CommunicationCollaborationOrganizational skillsDetail-orientedRisk management
Certifications:Certified Cash Manager (CCM)Certified Treasury Professional (CTP)
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