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Senior Treasury Advisor II - Northeast

Senior Treasury Advisor II - Northeast

Job Description

ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies with assets of approximately $87 billion. Key companies provide investment management retail and commercial banking consumer finance and investment banking products and services to individuals and companies throughout the United States and for certain businesses internationally. The company's businesses deliver their products and services through branches and offices; a network of 1 576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website Key.com® that provides account access and financial products 24 hours a day.


ABOUT THE BUSINESS: Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate.


About The Job
Partner with Corporate Bank Institutional Banking Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments.

Required Qualifications
Create and execute a sales and marketing strategy that achieves established market penetration cross-sell revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Institutional Banking) Relationship Managers to acquire expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop manage and retain profitable client relationships. Effectively identify client needs and provide solutions and participate in various aspects of client management in-person client calling and relationship reviews for IBank clients.Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Institutional Banking RM's in identifying opportunities for clients and prospects.Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Utilizing developed industry expertise conduct cash management external speaker's series and seminars in accordance with the Institutional Banking Line of Business strategy. Act with sense of urgency to respond to client and partner requests.Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly including obtaining appropriate information providing follow up and communicating with appropriate parties on results client needs and execution.Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences regional events regional business meetings local and regional market functions and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events

Required Qualifications
This position can be located in variable regions - NE/ NW Cities - Cleveland Columbus Cincinnati OR Albany.Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience.Proven track record of sales success preferably with experience in public sector or cash management. Self-motivated and ability to participate effectively in a highly collaborative work teamDemonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition. Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities.Knowledge and understanding of financial concepts payment processing commercial banking operations and supply chain management Proven ability to grasp complex businessesStrong verbal and written communication skills The ability to travel as neededProgress towards advanced degree or professional certification

PREFERRED QUALIFICATIONS Certified Cash Manager (CCM)/Certified Treasury Profe


FLSA STATUS: Exempt


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

Job Requirements

 

Job Snapshot

Employment Type Full-Time
Job Type Retail
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 2084BR
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Senior Treasury Advisor II - Northeast


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