Cash Management Advisor

KeyBank•Denver, CO

3d•$71,000 - $122,000•Hybrid

About The Position

The Relationship Manager, Cash Management Advisor (RCMA) partners with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand, and retain business clients with moderately complex cash management needs. They identify client needs and participate in various aspects of client management, including conference calls and relationship reviews for clients with basic to complex cash management requirements.

Requirements

Bachelor's Degree (required)
A minimum of 3 years of cash management experience in a banking environment required.
A minimum of 3 years of success in a client-focused environment with aggressive growth and service goals required.
Ability to read and interpret income statements and understand financial data.
Exceptional negotiating and closing skills to drive client acquisition and retention.
Strong verbal and written communication skills for effective client and team interactions.
Deep understanding of cash flow structures, payment products, and working capital strategies.
Skilled in maintaining and growing client relationships through strategic consultation and service.
Ability to identify opportunities, pitch solutions, and support business growth through targeted strategies.
Understands the broader business environment and aligns financial solutions with client goals.
Applies logical reasoning and analysis to solve complex client and operational challenges.
Identifies root causes and implements effective solutions in a timely manner.
Prioritizes client needs and delivers tailored solutions that enhance satisfaction and loyalty.
Persuasively communicates ideas and recommendations to drive decision-making and client buy-in.
Works effectively with internal teams and partners to deliver seamless client experiences.
Interprets financial data to assess client needs and recommend appropriate banking solutions.
Manages a portfolio of clients with a focus on growth, retention, and risk mitigation.
Maintains awareness of industry trends, regulations, and best practices relevant to business banking.

Responsibilities

Identify and close new client cash management opportunities through collaboration with BBRMs and personal center of influence (COI) networks.
Develop and manage sales planning activities throughout the year.
Capitalize on referrals from inside sales and/or client service managers.
Maintain up-to-date knowledge of Core Business Banking client relationships and needs.
Communicate fluidly with internal partners to ensure seamless service delivery.
Refer potential business growth opportunities to segment specialty teams.
Provide strategic consultation to high-value clients and prospects on working capital management and optimized cash flow structures.
Translate payment product features into consultative pitches tailored to client needs.
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
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.