Cash Management Advisor
Cash Management Advisor
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$ 107000 - 154000
1 Vacancy
Job Description
Location:
1101 Pacific Avenue Tacoma Washington 98402Job Summary
Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire expand and retain business clients with moderately complex cash management needs. The CMA will identify prospect/client needs and participate in various aspects of client management including calling via conference call and relationship reviews for clients with basic to complex cash management needs.
Responsibilities
- Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship Managers (BBRMs) and development of their own center of influence (COI) networks
- Develops and manages sales planning activities through the year
- Capitalizes on referrals from inside sales and/or client service managers
- Stays up to date on Core Business Banking client relationships and client needs; maintain fluid communication with internal partners to provide seamless service to clients and prospects; refers potential business growth opportunities to segment specialty teams
- Provides strategic consultation to existing highvalue clients and prospects on working capital management processes and optimized cash flow structures
- Will identify specific payment products functionality and features translating those back into a consultative pitch that meets the businesss working capital needs
- Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.
Education Qualifications
- Bachelors Degree or equivalent in working experience (required)
Experience Qualifications
- A minimum of 3 years cash management experience in a banking environment required.
- A minimum 3 years success in a client focused environment with aggressive growth and service goals required.
Tactical Skills
- Strong financial acumen including the ability to read and understand income statements
- Exceptional negotiating and closing skills
- Strong communication skills
Personal Skills
- Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
- Persuasion: Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience
- Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Practical Skills
- Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others communication styles and uses various approaches appropriately and effectively
Core Competencies
- All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.
Travel
- Routine and frequent travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $107000to $154000annually depending on location and jobrelated factors such as level of experience. Compensation for this role also includeseligibility forshortterm incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 05/07/2025 KeyCorp is an Equal Opportunity Employer committed to 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.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Unclear Seniority
Employment Type
Full-Time
