Cash Management Advisor Position Available In Monroe, New York

Cash Management Advisor KeyBank United States, York, Rochester Jun 24, 2025

Location:

726 Exchange Street – Buffalo, York 14210 •

INCUMBENT PREFERRED LOCATION IS ROCHESTER. IF YOU RESIDE IN BUFFALO, WILL HAVE TO TRAVEL TO ROCHESTER

•Job Summary
Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with basic to complex cash management needs. Responsibilities Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship Managers (BBRMs) and development of their own center of influence (COI) networks
Develops and manages sales planning activities through the year
Capitalizes on referrals from inside sales and/or client service managers
Stays up to date on Core Business Banking client relationships and client needs; maintain fluid communication with internal partners to provide seamless service to clients and prospects; refers potential business growth opportunities to segment specialty teams
Provides strategic consultation to existing high-value clients and prospects on working capital management processes and optimized cash flow structures
Will identify specific payment products functionality and features, translating those back into a consultative pitch that meets the business’s working capital 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. Education Qualifications Bachelor’s Degree or equivalent in working experience (required) Experience Qualifications A minimum of 3 years’ experience cash management experience in a banking environment required.
A minimum of 3 years’ experience success in a client focused environment with aggressive growth and service goals required. Tactical Skills Strong financial acumen including the ability to read and understand income statements
Exceptional negotiating and closing skills
Strong communication skills

Personal Skills Collaboration:

Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Persuasion:

Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience

Influence:

Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence

Practical Skills Oral & Written Communication:

Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Travel Routine and frequent travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $107,000 to $122,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date:

06/30/2025 KeyCorp 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, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.