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KeyBank · 2 hours ago

Cash Management Advisor

Albany, NY

Full-time

Onsite

Mid Level

$71K/yr - $122K/yr

3+ years exp

KeyBank is a financial services company, and they are seeking a Cash Management Advisor to partner with Business Banking Relationship Managers to manage business clients with cash management needs. The role involves identifying client needs, providing strategic consultation, and managing sales activities to expand and retain business clients.

Banking

Hiring Manager

Yvette Fulton

Responsibilities

Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship Managers (BBRMs) and development of their own center of influence (COI) networks

Develops and manages sales planning activities through the year

Capitalizes on referrals from inside sales and/or client service managers

Stays up to date on Core Business Banking client relationships and client needs; maintain fluid communication with internal partners to provide seamless service to clients and prospects; refers potential business growth opportunities to segment specialty teams

Provides strategic consultation to existing high-value clients and prospects on working capital management processes and optimized cash flow structures

Will identify specific payment products functionality and features, translating those back into a consultative pitch that meets the business's working capital needs

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

Qualification

Cash management experienceFinancial acumenNegotiating skillsClient focused experienceInfluenceCollaborationPersuasionOral & Written Communication

Required

Bachelor's Degree or equivalent in working experience required

A minimum of 3 years' cash management experience in a banking environment required

A minimum 3 years' success in a client focused environment with aggressive growth and service goals required

Strong financial acumen including the ability to read and understand income statements

Exceptional negotiating and closing skills

Strong communication skills

Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Persuasion: Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience

Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence

Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies

Routine and frequent travel to include overnight stay