Sr. Payment Advisor

Cleveland, OH, United States

Job Description


Location: 127 Public Square - Cleveland, Ohio 44114

KeyBank is changing the way existing clients and prospective customers think about their banking partnerships and long term solutions for Cash Management in order to remove cumbersome and risky manual processes and leverage best of breed cloud-based technology to complement traditional Treasury Management solutions.

In a digital age, leveraging cloud-based technology to eliminate manual processes not only makes good business sense, it\xe2\x80\x99s the future of how banks should be working to support their clients better.
By partnering with Relationship Managers here at Key, who currently manage the banking relationships with our clients you will:

  • Serve as the client\'s trusted advisor for cash management and payment solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects.
  • Have responsibility for prospecting independently for new banking and payment clients by utilizing consultative and strategic sales skills.
  • Be Accountable for and contribute to the team\'s overall portfolio growth.
ESSENTIAL JOB FUNCTIONS
  • Build and maintain collaborative relationships with the Relationship Managers at Key to acquire expand and retain business clients who have cash Management and payment needs.
  • Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
  • Serve as the trusted advisor for clients with cash management needs to develop, manage and retain profitable client relationships.
  • 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 Manager\'s in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI\'s).
  • Collaborate with Relationship Managers to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients.
  • Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs.
  • Utilize industry expertise, conduct financial services external speaker\'s series and seminars, in accordance with KeyBank\xe2\x80\x99s vertical strategy.
  • Record accurate, relevant and a current account of sales activities in Salesforce. Act with sense of urgency to respond to client and partner requests.
  • Leverage Implementation team and client management team ensuring superior on-boarding and excellent client experience. Accountable for appropriate documentation execution.
  • Be viewed as the subject matter expert on all Treasury Management and payment needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally.
  • Ability to speak at industry segment events
  • Adhere to all Risk policies and procedures.
REQUIRED QUALIFICATIONS
  • Bachelor\'s Degree or similar work experience
  • A minimum of 4 years cash management consultative sales experience, focused in core treasury products
  • Large complex corporate clients- $50MM to $500MM+/ Middle Market/Upmarket clients experience
  • Strong financial acumen including the ability to read and understand income statements
  • Ability to map payment products and functionality to the working capital cycle in order to provide consultative solutions to clients
  • Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
  • Knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how finance departments work
  • Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management is an advantage
  • Proven ability to grasp complex businesses and understand processes
  • Proven track record of over performance; exceptional negotiating and closing skills; strong communication skills
  • Self-motivated and ability to participate effectively in a highly collaborative work team
  • Certified Treasury Professional (CTP) certification preferred
  • The ability to travel 25% throughout market
This position is NOT eligible for employment visa sponsorship for non-U.S. citizens

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

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

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 .

KeyBank

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Job Detail

  • Job Id
    JD4284762
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cleveland, OH, United States
  • Education
    Not mentioned