Sr. Client Manager, Institutional Healthcare Payments

KeyBank•Cleveland, OH

4d•$68,000 - $103,000•Hybrid

About The Position

As an integral member of the Commercial Bank Institutional Healthcare Payments team, this role collaborates to acquire, expand, and retain business clients with their cash management needs. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience.

Requirements

Bachelor's Degree or equivalent experience (required)
3+ years of cash management experience (required)
Expertise in treasury/ cash management products and services.
Manages service updates, compliance projects, and new service rollouts.
Demonstrated success in managing client needs and inquiries.
Strong verbal and written communication for client engagement.
Identifies cross-sell opportunities and contributes to bank initiatives.
Analyzes information to resolve complex client issues.
Makes timely, risk-aware decisions and takes ownership of outcomes.
Works effectively with internal partners to support business growth.
Prepares, delivers, and reviews client agreements.
Sets priorities and manages workload effectively.
Ensures accuracy and follow-through in client support.
Comfortable presenting to clients and internal stakeholders
Adheres to risk policies and supports testing initiatives.
Ability to interpret data and develop client-focused solutions.
Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.

Nice To Haves

3+ years of Commercial Banking experience (preferred)
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)

Responsibilities

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)
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
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.