Payments Advisor

Location:

10 West Market Street - Indianapolis Indiana 46204

Job Summary
Payment Advisors work with industry specific companies with the goal of driving efficiencies in the payments process and will thoroughly understand the issues confronting clients or prospects and recommend solutions based on industry knowledge and Keys product set. By partnering with KeyBank Relationship Managers who currently manage the banking relationships with our clients Payment Advisors will serve as the clients trusted advisor for payment solutions to develop manage and retain profitable client relationships and deliver subject matter expertise to client and prospects. They will also be accountable for and contribute to the teams overall portfolio growth.

Responsibilities

• Develop a strong understanding of the industrys payment process the regulatory environment and the key drivers impacting the clients.
• Build and maintain collaborative relationships with the Relationship Managers at Key to acquire expand and retain business clients who have treasury management needs. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
• Effectively identify client needs and provide solutions and participate in various aspects of client management in-person client calling and relationship reviews for clients.
• Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Managers in identifying opportunities for clients and prospects. Learn how to build and maintain strong networks with Centers of Influence (COIs).
• Working with Sales Analyst effectively prepare sales presentations relationship reviews business process reviews providing comprehensive recommendations based on client cash management needs.
• Record accurate relevant and current status of sales opportunities and activities in Salesforce.
• Act with a sense of urgency to respond to client and partner requests.
• Leverage implementation and client management teams ensuring superior on-boarding and excellent client experience.
• Accountable for appropriate documentation execution
• 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 degree in Business (Accounting Finance Economics) or Technical Sciences (Computer Science Engineer Physics) (preferred)

Experience Qualifications

• 3 years experience in business finance technology or relevant fields (required)
• 1-3 years payments/treasury or cash management experience (preferred)

Tactical Skills

• Financial acumen including the ability to read and understand income statements
• Basic ability to map payment products and functionality to the working capital cycle and revenue cycle to provide consultative solutions to clients
• Entry level of consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
• Basic knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how the healthcare payments process claims payment revenue cycle and finance departments work
• Knowledge and understanding of financial concepts payment processing commercial banking operations and supply chain management is an advantage
• Ability to grasp complex businesses and understand processes
• Excellent critical thinking and problem-solving ability
• Proven track record of in client-facing roles
• Excellent organization and communication skills (verbal and written)
• Self-motivated and ability to participate effectively in a highly collaborative work team

Core Competencies

All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting ability to communicate face to face in person or on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 10 lbs.

Travel

• Routine and frequent travel to include overnight stay.

Job Posting Expiration Date: 09/08/2025 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.

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