Sr Payments Advisor

Oct 18, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
**Job Description:**


Key traces its history back more than 160 years and is headquartered in Cleveland, Ohio. One of the nation's largest bank-based financial services companies, Key has assets of approximately $95.1 billion. Key (NYSE: KEY) provides deposit, lending, cash management and investment services to individuals, small and medium-sized business under the name KeyBank National Association. Key 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


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.

*Job Description

Partner with KeyBank Real Estate Capital team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Deliver CRE and working capital expertise to client and prospects. Responsible for prospecting independently for new Treasury Management clients by utilizing consultative and strategic sales skills. Accountability for and contribute to the team's portfolio growth in commercial real estate.


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 KeyBank Real Estate Capital (Multifamily, Income Property Group) 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 KeyBank Real Estate Capital RM in performing strategic dialogs to turn prospects into clients.

Serve as the trusted advisor for KeyBank Real Estate Capital 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 KeyBank Real Estate Capital clients.

Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with KeyBank Real Estate Capital RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).

Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients.

Working with REC Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on CRE client cash management needs.

Utilize industry expertise, conduct cash management external speaker's series and seminars, in accordance with KeyBank Real Estate Capital strategy.

Record accurate, relevant and a current account of sales activities in Salesforce.

Act with sense of urgency to respond to client and partner requests.

Leverage Implementation team and client management team ensuring superior on-boarding and excellent client experience. Accountable for appropriate documentation execution.

Be viewed as the CRE 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

Adhere to all Risk policies and procedures.


Bachelor's Degree or similar work experience with a minimum of 3 years cash management consultative sales experience.

Proven track record of cash management

Exhibit CRE expertise and aptitude

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

Demonstrated ability to influence C-Suite level and present working capital recommendations

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 by defining needs and match the 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 businesses

Strong verbal and written communication skills

The ability to travel as needed

This position can be performed in various footprint locations in Boston, MA, New York, NY, and Philadelphia, PA.



KeyCorp 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.

**Employee Type:**



Tarrytown, NY


Not Specified

**Date Posted:**

9/14/2016 4b6a8fef8aaa495b850ce2d