Sr Client Manager, Middle Market

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
69K-105K Annually
Senior level
Fintech
The Role
Senior Client Manager responsible for acquiring, expanding, and retaining middle market commercial clients. Manage deposit, loan and cash management services, prepare agreements, ensure compliance with risk policies, generate cross-sell leads, partner with internal stakeholders to resolve complex client needs, and support bank initiatives and projects.
Summary Generated by Built In

Location:

4000 Town Center, Southfield Michigan

Position Location Policy
  • General Location: Southfield, MI or Chicago, IL required. Covering the Michigan and Chicago 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/CST

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 Functions

  • Collaborate with partners to expand and retain business and commercial clients

  • Own maintenance of deposit, loan and 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 QV and Risk Testing initiatives

  • Conduct research to support ongoing client needs

  • Generate cross-sell leads and participate in regular bank initiatives

  • Partner with internal stakeholders to address complex client needs

  • Make timely, risk-aware decisions and take ownership of outcomes

  • Set clear objectives, define priorities, and manage time effectively

  • Analyze information from various sources to draw conclusions and develop solutions

  • Adheres to and supports Key’s compliance culture.

  • 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

  • Bachelor's Degree or equivalent experience (required)

Work Experience

  • 3+ years of cash management experience (required)

  • 3+ years of Commercial Banking experience (preferred)

Licenses and Certifications

  • Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)

Skills

  • Expertise in treasury/ cash management products and services.

  • Understanding of client setup, maintenance, and closure of commercial deposit accounts and loan servicing, ensuring operational accuracy and client satisfaction.

  • Manages service updates, compliance projects, and new service rollouts.

  • Demonstrated success in managing client needs and inquiries.

  • Strong verbal and written communication for client engagement.

  • Identifies cross-sell opportunities and contributes to bank initiatives.

  • Analyzes information to resolve complex client issues.

  • Makes timely, risk-aware decisions and takes ownership of outcomes.

  • Works effectively with internal partners to support business growth.

  • Prepares, delivers, and reviews client agreements.

  • Sets priorities and manages workload effectively.

  • Ensures accuracy and follow-through in client support.

  • Comfortable presenting to clients and internal stakeholders

  • Adheres to risk policies and supports testing initiatives.

  • Ability to interpret data and develop client-focused solutions.

  • Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.

Core Competencies

  • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

  • Occasional travel to include overnight stay.

Driving Requirements

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

Work Location Category

  • Hybrid (2+ days)

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: 07/03/2026 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 equivalent experience
  • 3+ years of cash management experience
  • Expertise in treasury/cash management products and services
  • Understanding of client setup, maintenance, and closure of commercial deposit accounts and loan servicing
  • Experience managing service updates, compliance projects, and new service rollouts
  • Strong verbal and written communication and presentation skills
  • Ability to analyze information and resolve complex client issues
  • Skilled in Microsoft Word, Excel, and PowerPoint
  • Valid driver's license and ability to travel occasionally (overnight)
  • 3+ years of Commercial Banking experience
  • Certified Cash Manager (CCM) or 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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