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 and sales visibility.
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 cash management external speaker's series and seminars, in accordance with KeyBank’s 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. Motivate and hold others accountable, ensure appropriate documentation, and own corporate communication during execution.
Be viewed as the subject matter expert on all payments /treasury management needs within area of responsibility. Represent the organization and generate leads 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 payments/treasury management and industry segment events
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 Key’s clients and Key.
Education Qualifications
Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)
Experience Qualifications
5+ years payments/treasury, or cash management consultative sales experience, or experience selling FinTech solutions – such as ERP, A/R and A/P Automation, Tax Automation, Expense Management, etc. (required)
Experience with large corporate clients, $250MM+ (required)
Strong sales skills with proven track-record of sales expertise (required)
Tactical Skills
Demonstrated ability to influence C-Suite level and present transformative business solutions, ROI and value propositions
Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs, matching the value proposition, and closing the deal
Thorough understanding of client financial and business operations
Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management
Proven ability to manage a client portfolio and define and execute on a growth strategy
Excellent organization and communication skills (verbal and written)
Ability to manage projects, strategies, and timelines to accelerate sales activities.
Self-motivated and ability to participate effectively in highly collaborative, cross-functional deal teams
Excellent critical thinking and problem-solving ability
- Core Competencies
- All KeyBank employees are expected to demonstrate Key’s 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.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/18/2026

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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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 HR_Compliance@keybank.com.
#LI-Hybrid
