Cash Management Advisor

Location:

175 S 3rd Street - Columbus, Ohio 43215

Job Summary
Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with basic to complex cash management needs.
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.

Education Qualifications

• Bachelor's Degree or equivalent in working experience (required)

Experience Qualifications

• A minimum of 3 years of cash management experience in a banking environment required.
• A minimum of 3 years of success in a client focused environment with aggressive growth and service goals required.

Tactical Skills

• Strong financial acumen including the ability to read and understand income statements
• Exceptional negotiating and closing skills
• Strong communication skills

Personal 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

Practical Skills

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

Core Competencies

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

Travel

• Routine and frequent travel to include overnight stay.

Job Posting Expiration Date: 09/17/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].