Sr. Client Manager, Middle Market

Posted 11 Days Ago
Be an Early Applicant
3 Locations
In-Office
69K-105K Annually
Mid level
Fintech
The Role
The Sr. Client Manager collaborates with partners to acquire and retain business clients, ensuring they receive effective service and meet their treasury management needs.
Summary Generated by Built In

Location:

401 Plymouth Road, Plymouth Meeting Pennsylvania

Position Location Policy
  • General Location: Plymouth Meeting, PA, Cleveland, OH, or Albany, NY, Plymouth Meeting, PA highly preferred. Covering the Eastern Pennsylvania portfolio.

  • Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week.

  • Hours: 8-5pm EST

Job Summary
As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience.

ESSENTIAL JOB FUNCTIONS

  • Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.  

  • Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.

  • Prepare, deliver, and review agreements.

  • Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.  

  • Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.

  • Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.

  • Partner with the Implementation Specialist Team on more complex client implementations.

  • For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction. 

  • Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements.

REQUIRED QUALIFICATIONS

  • Bachelor's Degree or similar work experience.

  • Minimum 3 years experience of banking or cash management experience.

  • Demonstrated success in a customer service environment.

  • Possess strong Analytical and data mining skills to determine appropriate client needs.

  • Excellent verbal and written communication skills.  Previous experience presenting to clients.

  • Self-motivated and ability to participate effectively in a highly collaborative work team.

  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.

  • Detail oriented and ability to follow through.

  • Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.

PREFERRED QUALIFICATIONS

  • Minimum 3 years experience in Commercial Banking and/or Cash Management experience.

  • Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.

COMPETENCIES

  • Influencing skills.

  • Excellent interpersonal and presentations skills.

  • Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships.

  • Demonstrated analytical abilities and negotiation skills.

Driving Requirements

  • Ability to occasionally operate a motor vehicle with a valid driver's license.

Work Location Category

  • Hybrid (2+ days)

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.  As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 06/08/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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].



#LI-Hybrid

Skills Required

  • Bachelor's Degree or similar work experience
  • Minimum 3 years experience of banking or cash management experience
  • Demonstrated success in a customer service environment
  • Strong analytical and data mining skills
  • Excellent verbal and written communication skills
  • Self-motivated and effective team participant
  • Excellent organizational skills and attention to detail
  • Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
  • Minimum 3 years experience in Commercial Banking and/or Cash Management
  • Certified Cash Manager (CCM)/Certified Treasury Professional (CTP)

KeyBank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KeyBank and has not been reviewed or approved by KeyBank.

  • Retirement Support A dollar-for-dollar 401(k) match up to 7% of eligible pay is positioned as a standout element of the total rewards package. Additional financial programs like discounted stock purchase and banking discounts further strengthen perceived long-term value.
  • Leave & Time Off Breadth A pooled PTO bank with amounts that scale by level and tenure is described as a meaningful benefit and a retention lever. Paid parental leave is also included, adding to the breadth of time-off support.
  • Wellbeing & Lifestyle Benefits Wellness incentives tied to HSA contributions and company-sponsored health and wellbeing programs add tangible non-cash value. A Lifestyle Spending Account and counseling resources expand support beyond traditional medical coverage.

KeyBank Insights

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The Company
Cleveland, OH
16,053 Employees
Year Founded: 1949

What We Do

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

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