KeyBank · 1 day ago
Sr. Payments Advisor, Technology and Embedded Banking
United States
Full-time
Onsite
Senior Level
$96K/yr - $181K/yr
5+ years expKeyBank is seeking a Senior Payments Advisor who will partner with Relationship Managers to drive efficiencies in the payments process. This role involves serving as a trusted advisor for cash management solutions, managing client relationships, and developing strategies for portfolio growth.
Banking
Responsibilities
Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue, and client acquisition goals
Build and maintain collaborative relationships with the Relationship Managers at Key to acquire expand and retain business clients who have payments/treasury management needs
Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients
Serve as the trusted advisor for clients with cash management needs to develop, manage, and retain profitable client relationships
Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients
Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's)
Collaborate with Relationship Managers to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients and sales visibility
Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs
Utilize industry expertise, conduct cash management external speaker's series and seminars, in accordance with KeyBank’s vertical strategy
Record accurate, relevant and a current account of sales activities in Salesforce. Act with sense of urgency to respond to client and partner requests
Leverage Implementation team and client management team ensuring superior on-boarding and excellent client experience. Motivate and hold others accountable, ensure appropriate documentation, and own corporate communication during execution
Be viewed as the subject matter expert on all payments /treasury management needs within area of responsibility. Represent the organization and generate leads at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally
Ability to speak at payments/treasury management and industry segment events
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
Required
5+ years payments/treasury, or cash management consultative sales experience, or experience selling FinTech solutions – such as ERP, A/R and A/P Automation, Tax Automation, Expense Management, etc
Experience with large corporate clients, $250MM+
Strong sales skills with proven track-record of sales expertise
Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics)
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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