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As an integral member to the Treasury Management (TM) Corporate Bank Sales team, collaborates to acquire, expand and retain business clients who have treasury management needs. Maintains the “first point of contact” role for any customer service needs inquiries or problems and ensures that clients receive a full and effective after-sales experience.
ESSENTIAL JOB FUNCTIONS
Collaborates with partners to expand and retain business clients who have treasury management 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, open new DDA accounts field incoming client calls to effectively resolve questions, problems or concerns regarding account opening and/or maintenance requests within established service level agreements.
Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience.
Demonstrated success in a customer service environment
Possess strong Analytical and data mining skills
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
Company's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Company is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Company provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name Company National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Company also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. Company is Member FDIC.
ABOUT THE BUSINESS:
Company Corporate Bank is a full-service corporate and investment bank focused principally on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology. Company Corporate Bank delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance.
Company is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.
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