Senior Client Manager, Middle Market

KeyBank

Integral member of Commercial Bank team acquiring and retaining business clients with treasury management needs. Maintain cash management services and ensure effective client experience with effective solutions.

Posted 5/6/2026full-timePlymouth Meeting • New York, Ohio, Pennsylvania • 🇺🇸 United StatesSenior💰 $69,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s).

Requirements

What you’ll need

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.
Minimum 3 years experience in Commercial Banking and/or Cash Management experience is preferred.
Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.

Benefits

Comp & perks

eligibility for incentive compensation
flexible options for roles which are less dependent on assigned workspaces

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

cash managementbankingdata miningproject managementclient servicerisk testingcross-sellingclient implementation

Soft Skills

customer serviceanalytical skillscommunication skillscollaborationorganizational skillsdetail orientedself-motivatedrelationship management

Certifications

Certified Cash Manager (CCM)Certified Treasury Professional (CTP)