Commercial Client Success Team Lead

KeyCorp
United States
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Client relationship management","Accountability","Risk management"]

Lead a commercial client servicing team within Commercial Onboarding and Servicing, coaching relationship and client managers to deliver a premium client experience. Own servicing execution and proactively resolve client service requests while driving measurable OKR/KPI performance. Serve as a primary point of contact for sales leaders on servicing strategy, manage bank/client risk, collaborate cross-functionally on service delivery, and oversee treasury servicing and credit facility research and exception management.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
22 hours ago

Commercial Client Success Team Lead

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Lead a commercial client servicing team within Commercial Onboarding and Servicing, coaching relationship and client managers to deliver a premium client experience. Own servicing execution and proactively resolve client service requests while driving measurable OKR/KPI performance. Serve as a primary point of contact for sales leaders on servicing strategy, manage bank/client risk, collaborate cross-functionally on service delivery, and oversee treasury servicing and credit facility research and exception management.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Lead a relationship officer and client manager team and provide direction with accountability for client service issue identification and resolution.
  • •Drive servicing execution for the designated market, influencing strategies, processes, and system use to improve service delivery and asset quality/risk management.
  • •Achieve OKR, scorecard, and KPI targets and support initiatives that raise service quality within the team.
  • •Participate in cross-functional or cross-segment teams and project teams to meet service delivery and risk management goals.
  • •Direct treasury servicing, deposit opening/maintenance, and loan/credit facility research and exception management while maintaining consistently high client satisfaction and resolving escalated service issues with commercial sales leaders.

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor's Degree or related experience (required).
  • •5+ years of strong understanding of commercial lending concepts (required).
  • •5+ years of prior experience in commercial banking support/servicing, including resolution of client issues and ability to identify cross-sell opportunities (required).
  • •3+ years coaching & development experience (required).
  • •Excellent knowledge of commercial loan and deposit documentation, and adherence to the bank’s BSA/AML program and applicable compliance regulations (required).
Experience:5+ yearsCommercial bankingCommercial lending
Education:Bachelor's in accounting, finance, economics, or related field
Skills:LeadershipCoachingClient relationship managementAccountabilityRisk management

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