Payments Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Serve as the main daily leader for analytical and business development assistance.

• Oversee pipelines and create new business deliverables for C-suite executives of corporate clients and prospects.

• Execute financial modeling, analyze payment processes, perform deal audits, and manage bookings.

• Conduct industry research and develop presentations, documents, relationship reviews, new business pitch materials, RFP responses, and onboarding plans.

• Collaborate with Payments Advisors, Market Leads, and Line of Business Partners to support strategic payment initiatives.

• Take ownership of entire transactions when applicable and engage directly with clients during presentations, negotiations, and the delivery of payment solutions.

• Generate innovative ideas and analytical materials for new client meetings.

• Coordinate with support partners to gather research and subject matter expertise.

• Work alongside Fintech partners to address complex technology solution challenges and facilitate integrations.

• Cultivate industry expertise for clients and collaborate with Product & Innovation teams to launch product and solution expansions.

• Develop primary relationships with select clients and assist in defining strategies and solution roadmaps to enhance revenue.

• Create and refine reporting and analytical mechanisms in collaboration with the data and analytics team using Tableau, Salesforce, and industry tools.

• Perform additional duties as assigned while adhering to KeyBank policies and procedures.

⛳️ Requirements

• Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineering, Physics) is preferred.

• 1–3 years of experience in business, finance, technology, or related fields is required.

• Proficient in Microsoft Office Suite, Salesforce, and Tableau.

• Strong quantitative skills, encompassing financial modeling and financial statement analysis.

• Ability to swiftly absorb and utilize developing technology and commercial cash management products and services.

• Knowledge of Fintech, emerging payment methods, and financial operations.

• Demonstrated critical thinking and problem-solving capabilities.

• Excellent organization, communication, and research skills.

• A strong team player who is a motivated self-starter and meets deadlines.

• A desire to be part of a close-knit team functioning in a high-intensity commercial environment.

• Capable of financial modeling and possessing strong analytical skills.

• Ability to analyze and synthesize large data sets and industry trends.

• Exceptional verbal and written communication skills.

• A competitive drive to succeed and a high degree of curiosity.

• Ability to adhere to KeyBank policies and procedures and conduct business ethically.

🏝️ Benefits

• Base salary range of $63,000.00–$96,000.00 annually.

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

• Benefits applicable to this position (specific benefits linked in posting).

• Flexible options in situations where roles can be efficiently performed in a mobile environment.