Small Business Cash Management Advisor

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

📋 Description

• Collaborate with Retail Branch teams to attract, grow, and retain business clients with cash management requirements.

• Assess prospect and client needs while engaging in various facets of client management.

• Work alongside Retail Branch teams to provide education on the suite of cash management products.

• Assist Retail in recognizing and strategizing cash management opportunities.

• Draft Cash Management proposals and pinpoint referral opportunities to other business lines.

• Address client inquiries to ensure smooth and precise client setups.

• Achieve and surpass individual production targets while contributing to the overall success of the team’s sales.

• Adhere to all KeyBank policies and procedures.

⛳️ Requirements

• Associate's Degree or equivalent experience (mandatory)

• Bachelor's Degree or equivalent experience (preferred)

• At least 1 year of experience in a client-focused environment with ambitious growth and service objectives (preferred)

• Minimum of 1 year of experience in interpreting and understanding financial statements (preferred)

• Comprehensive knowledge of cash management products, services, and client implementation processes.

• Demonstrated ability to cultivate and sustain strong client relationships through proactive interaction.

• Strong analytical skills for evaluating financial statements, recognizing issues, and providing effective solutions.

• Experience in crafting customized sales proposals and strategic decision-making to fulfill client objectives.

• Familiarity with banking regulations, compliance standards, and risk management practices.

🏝️ Benefits

• This position qualifies for incentive compensation, which may encompass production bonuses, commissions, and/or discretionary incentives.