KeyBank Sr Client Manager in Portland, Oregon
Sr Client ManagerinPortland, ORatKey Bank- Corporate
Date Posted: 11/13/2019
Employee Type: Full-Time
Location: 1211 Southwest 5th Avenue Portland, OR
Job Type: Banking
Experience: Not Specified
Date Posted: 11/13/2019
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
ABOUT THE JOB (JOB BRIEF)
As an integral member to the Treasury Management (TM) Corporate Bank Sales team, collaborates to acquire, expand and retain business clients who have treasury management needs. Maintains the “first point of contact role for any customer service needs, inquiries or problems and ensures that clients receive a full and effective after-sales experience.
ESSENTIAL JOB FUNCTIONS
Collaborates with partners to expand and retain business clients who have treasury management needs.
Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
Prepare, deliver, and review agreements.
Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives
In some cases and on some teams the following job functions may also apply:
Partner with the Implementation Specialist Team on more complex client implementations
For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction.
Working with the Customer Account Maintenance (CAM) Group, open new DDA accounts field incoming client calls to effectively resolve questions, problems or concerns regarding account opening and/or maintenance requests within established service level agreements.
4Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience.
4Demonstrated success in a customer service environment
4Possess strong Analytical and data mining skills
4Excellent verbal and written communication skills. Previous experience presenting to clients
4Self-motivated and ability to participate effectively in a highly collaborative work team
4Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
4Detail oriented and ability to follow through
4Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
4Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred
4Excellent interpersonal and presentations skills
4Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships
4Demonstrated analytical abilities and negotiation skills
FLSA STATUS: Exempt
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.