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Lead Client Manager, Public Sector

KeyBank NA

Cleveland, OH · HybridJob$71–125K/yrSeen 5 days agoSeen in employer's feed 5 days ago

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At a glance

Compensation
$71–125K/yr
Location
Cleveland, OHHybrid
Work Authorization
Not specified

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Job overview

The Lead Client Manager supports Treasury Management Corporate Bank sales by acquiring, expanding, and retaining business clients with treasury management needs. The role serves as a primary contact for client service inquiries and problems, manages portfolio growth and servicing operations, and applies risk management and relationship-building practices. It requires at least three years of banking or cash management experience and offers a stated annual base salary range.

Skills & qualifications

RequiredNice to have

Skills

Analytical SkillsData MiningVerbal CommunicationWritten CommunicationSelf-MotivationCollaborationOrganizational SkillsPriority ManagementAttention to DetailFollow-ThroughMicrosoft OfficeMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Qualifications

Bachelor's Degree or Equivalent Work Experience3+ Years Banking or Cash Management ExperienceCustomer Service ExperienceClient Presentation ExperienceCertified Cash Manager or Certified Treasury Professional

Full job description

Location: 66 South Pearl Street, Albany New York Job Summary As an integral member of the Treasury Management (TM) Corporate Bank Sales team, the Lead Client Manager collaborates to acquire, expand, and retain business clients with treasury management needs. This role serves as the "first point of contact" for customer service needs, inquiries, or problems, ensuring clients receive a full and effective after-sales experience. Essential Functions - Portfolio Analysis & Growth - Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities. - Administer KYC, compliance, and documentation processes for new and growing client opportunities. - Servicing Operations & Risk - Lead proactive servicing campaigns and change management across client portfolios. - Prioritize and fulfill client servicing requests using provided tools and resources. - Lead continuous improvement (CI) opportunities and initiate pilots, projects, and initiatives. - Process / Risk / Execution - Apply risk management knowledge to diverse situations. - Take personal responsibility for assignments and decisions. - Pursue continuous personal growth and learning. - Evaluate emerging business situations and communicate actions effectively. - Form and manage effective teams. - Relationship Building / Customer Focus - Make sound decisions using business concepts and processes. - Align customer satisfaction with business decisions. - Develop trusting relationships by valuing others' concerns and contributions. Education Bachelor's Degree or equivalent work experience. Work Experience - 3+ years of banking or cash management experience. - Demonstrated success in a customer service environment. - Experience presenting to clients. Certifications & Licenses - Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred. Skills - Strong analytical and data mining skills. - Excellent verbal and written communication. - Self-motivated and collaborative team player. - Excellent organizational skills and ability to manage priorities. - Detail-oriented with strong follow-through. - Proficient in Microsoft Office (Word, Excel, PowerPoint). Physical Demands Not explicitly stated; assumed to be standard for office-based roles. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 10/02/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who a

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