Senior Client Manager, Middle Market
KeyBank
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Oregon • Washington • United States
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Salary
💰 $69,000 - $105,000 per year
Job Level
About the role
- Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments 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
- 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, and/or maintenance requests within established service level agreements.
Requirements
- Bachelor's Degree or similar work experience
- Minimum 3 years experience of banking or cash management experience
- Demonstrated success in a customer service environment
- Possess strong Analytical and data mining skills to determine appropriate client needs
- Excellent verbal and written communication skills
- Previous experience presenting to clients
- Self-motivated and ability to participate effectively in a highly collaborative work team
- Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
- Detail oriented and ability to follow through
- Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
Benefits
- Incentive compensation
- Discretionary incentives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash managementdata miningproject managementclient service order processingrisk testingproduct setupclient implementationcompliance projectsservice level agreements
Soft Skills
customer serviceanalytical skillsverbal communicationwritten communicationpresentation skillsself-motivatedcollaborationorganizational skillsdetail orientedrelationship management
Certifications
Bachelor's Degree