Sr. Payments Advisor, Technology and Embedded Banking

KeyBank NA • Cleveland, OH • 2h ago

Location:
127 Public Square, Cleveland Ohio
Job Summary
Sr. Payments Advisors partner with Relationship Managers and work with industry specific companies with the goal of driving efficiencies in the payments process and will thoroughly understand the issues confronting clients or prospects, and recommend solutions based on industry knowledge and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects. This individual has responsibility for prospecting independently, bringing new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and contribute to the team's overall portfolio growth.
Responsibilities
Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue, and client acquisition goals.
Build and maintain collaborative relationships with the Relationship Managers at Key to acquire expand and retain business clients who have payments/treasury management needs.
Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
Serve as the trusted advisor for clients with cash management needs to develop, manage, and retain profitable client relationships.
Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients.
Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).
Collaborate with Relationship Managers to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients and sales visibility.
Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs.
Utilize industry expertise, conduct cash management external speaker's series and seminars, in accordance with KeyBank's vertical strategy.
Record accurate, relevant and a current account of sales activities in Salesforce. Act with sense of urgency to respond to client and partner requests.
Leverage Implementation team and client management team ensuring superior on-boarding and excellent client experience. Motivate and hold others accountable, ensure appropriate documentation, and own corporate communication during execution.
Be viewed as the subject matter expert on all payments /treasury management needs within area of responsibility. Represent the organization and generate leads at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally.
Ability to speak at payments/treasury management and industry segment events
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.
Education Qualifications
Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Phys

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