About this role
Role Overview
- Collaborate with partners to expand and retain business and commercial clients
- Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
- Serves as a subject matter resource to the client on deposit and loan compliance, while coordinating the setup, maintenance, and closure of deposit accounts.
- Prepare, deliver, and review agreements
- Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
- Conduct research to support ongoing client needs
- Generate cross-sell leads and participate in regular bank initiatives
- Partner with internal stakeholders to address complex client needs
- Make timely, risk-aware decisions and take ownership of outcomes
- Set clear objectives, define priorities, and manage time effectively
- Analyze information from various sources to draw conclusions and develop solutions
- Adheres to and supports Key’s compliance culture. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Requirements
- Bachelor's Degree or equivalent experience (required)
- 3+ years of cash management experience (required)
- 3+ years of Commercial Banking experience (preferred)
- Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities