Small Business Cash Management Advisor

🕒 June 3

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $27 - $41 / hour

⏰ Full Time

🟢 Junior

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KeyBank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1994

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.

📋 Description

• Partner with Retail Branch teams to acquire, expand, and retain business clients with cash management needs. • Identify prospect/client needs and participate in various aspects of client management. • Collaborate with Retail Branch teams to educate on the cash management suite of products. • Support Retail in identifying and strategizing cash management opportunities. • Prepare Cash Management proposals and identify referral opportunities to other lines of business. • Respond to client requests ensuring seamless and accurate client setups. • Meet and exceed individual production goals while contributing to team sales success. • Comply with all KeyBank policies and procedures.

🎯 Requirements

• Associate's Degree or equivalent experience (required) • Bachelor's Degree or equivalent experience (preferred) • A minimum of 1 year of experience in a client focused environment with aggressive growth and service goals (preferred) • A minimum of 1 year of experience in interpreting and understanding financial statements (preferred) • Deep understanding of cash management products, services, and client implementation. • Proven ability to build and nurture strong client relationships through proactive engagement. • Strong capability in analyzing financial statements, identifying issues, and delivering effective solutions. • Experience in developing tailored sales proposals and strategic decision-making to meet client goals. • Knowledge of banking regulations, compliance standards, and risk mitigation.

🏖️ Benefits

• This position is eligible for incentive compensation which may include production, commission, and/or discretionary incentives.