Regional Cash Management Advisor

KeyCorp
United States
Workplace: HybridFull timeUSD 71,000 - 125,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Negotiation","Client-focused","Communication","Strategic consultation","Analytical reasoning"]

Partner with KeyBank Business Banking Relationship Managers to acquire, expand, and retain business clients with moderately complex cash management needs. Identify client opportunities through collaboration and referral networks, build and manage annual sales planning, and provide consultative guidance on working capital management and optimized cash flow structures. Translate payment product capabilities into tailored pitches, refer growth opportunities to specialty teams, and coordinate with internal partners to ensure seamless service delivery.

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KeyCorp
KeyCorp
11 hours ago

Regional Cash Management Advisor

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Last checked: 11 hours agoStatus: Live

Job Summary

Partner with KeyBank Business Banking Relationship Managers to acquire, expand, and retain business clients with moderately complex cash management needs. Identify client opportunities through collaboration and referral networks, build and manage annual sales planning, and provide consultative guidance on working capital management and optimized cash flow structures. Translate payment product capabilities into tailored pitches, refer growth opportunities to specialty teams, and coordinate with internal partners to ensure seamless service delivery.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify and close new client cash management opportunities in collaboration with Relationship Managers and COI networks.
  • •Develop and manage sales planning activities throughout the year.
  • •Capitalize on referrals from inside sales and/or client service managers.
  • •Provide strategic consultation to high-value clients and prospects on working capital management and optimized cash flow structures.
  • •Translate payment product features into consultative pitches tailored to client needs and refer growth opportunities to specialty teams.
Travel: Medium travel

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

  • •Bachelor's Degree (required).
  • •Minimum 3 years of cash management experience in a banking environment (required).
  • •Minimum 3 years of success in a client-focused environment with aggressive growth and service goals (required).
  • •Exceptional negotiating and closing skills to drive client acquisition and retention.
  • •Strong verbal and written communication skills for client and team interactions.
Experience:3+ yearsBanking
Education:Bachelor's
Skills:NegotiationClient-focusedCommunicationStrategic consultationAnalytical reasoning

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