KeyBank Sr. Cash Management Inside Sales in Brooklyn, Ohio

Job Description:


Partner with KeyBank Channel Relationship Manager (RM), over the phone, to acquire, expand and retain business clients with fundamental cash management needs. The inside sales representative will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with fundamental cash management needs.


  • Manage book of business to deepen existing relationships through proactive identification of integrated solutions to unmet client needs.

  • Support channel RMs in identifying opportunities for clients and prospects.

  • Work with channel RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients and prospects.

  • Leverage opportunities to educate both channel and clients on fundamental cash management solutions to enhance expertise on working capital.

  • Respond to client requests (direct or through channel), obtain information necessary to track and implement client set ups seamlessly and flawlessly.

  • Upon completion of set ups and ongoing, follow up with channel or client to ensure needs are being met and communicate with respective partners maintain data integrity in CE Desktop (our customer relationship management system) to create a complete picture of client service and support, including timely entry of client contacts.

  • Refer complex cash management solutions to the field cash management advisor and ensure smooth transition to maximize client relationship and team portfolio growth.

  • Team with field cash management advisors and RMs to manage and grow the regional book through effective referrals and teaming to service the clients.

  • Act with sense of urgency to respond to client and partner requests to maximize trusted advisor status.


  • Bachelor's Degree or similar work experience

  • Minimum 2 years customer service experience

  • Proven track record of success in a client focused environment with aggressive sales / service goals.

  • Ability and willingness to work a flexible schedule of 9am - 6pm Mon - Fri.

  • This team will be responsible for covering business in all Key regions (Maine to Alaska)


  • Previous experience in banking and/or cash management

  • Proven success in over the phone sales Knowledge of the complete cash/treasury management solutions set

  • Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition


KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.


Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Employee Type:



Brooklyn, OH


Not Specified

Date Posted: