Cash Management Support Specialist Details

Cash Management Support Specialist

KeyBank - Remote

Employment Type : Full-Time

Location:For Those Who Work At Home - Various, Washington 98136 ***The incumbent must live in the state of Washington*** ABOUT THE JOB (JOB BRIEF) Cash Management Support Sales Specialist (CMSS) serves as primary support and back-up to either the RCMAs or SBWA (depending on if you are assigned to work with Core or small business), assisting with the management of the overall sales portfolio. Responsibilities include supporting or driving components of the Sales process including handling all aspects of the Onboarding process. Act as the main liaison between ECP Client Management Group, the EP Pricing Team, and Onboarding Team. Take lead on all maintenance, implementation, and client issues. Review exception pricing requests and work with Sales to make sure all are up to date. Work to remove all maintenance/setups/administrative work away from Sales so that they can concentrate on their Sales responsibilities.
ESSENTIAL JOB FUNCTIONS

• Collaborates with partners to expand and retain business clients who have cash management needs.
• 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
  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.

REQUIRED QUALIFICATIONS

• 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

COMPETENCIES

• Influencing skills
• Excellent interpersonal and presentations skills
• Excellent time management and organizational skills with the ability to set priorities, while maintaining good personal relationships

Demonstrated analytical abilities and negotiation skills
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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 HR_Compliance@keybank.com.