Small Business Cash Management Advisor

KeyBank • Pittsburgh, PA

4d • $27 - $42 • Hybrid

About The Position

The Small Business Cash Management Advisor (SBCMA) partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs. This inside sales representative identifies prospect/client needs and participates in various aspects of client management, including conference calls, relationship reviews and financial consultation for owner operator businesses.

Requirements

• Associate's degree or equivalent experience (required)
• A minimum of 1 year in a client focused environment with aggressive growth and service goals (preferred)
• A minimum of 1 year of experience interpreting and understanding financial statements (preferred)
• Deep understanding of cash management products, services, and client implementation.
• Proven ability to build and nurture strong client relationships through proactive engagement.
• Strong capability in analyzing financial statements, identifying issues, and delivering effective solutions.
• Experience in developing tailored sales proposals and strategic decision-making to meet client goals.
• Knowledge of banking regulations, compliance standards, and risk mitigation.

Nice To Haves

• Bachelor's Degree or equivalent experience (preferred)

Responsibilities

• Collaborate with Retail Branch teams to educate on the cash management suite of products, including features, value propositions, and pricing.
• Support Retail in identifying and strategizing cash management opportunities within their markets.
• Enhance Retail branch confidence and business acumen through joint calling efforts and collaborative opportunities.
• Prepare Cash Management proposals and identify referral opportunities to other lines of business.
• Respond to client requests directly or through partner referrals, ensuring seamless and accurate client setups.
• Meet and exceed individual production goals while contributing to team sales success.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees