Location:127 Public Square - Cleveland, Ohio 44114 Job Summary. Payment Advisors 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. By partnering with KeyBank Relationship Managers, who currently manage the banking relationships with our clients, Payment Advisors will serve as the client's trusted a... more details
Location:
127 Public Square - Cleveland, Ohio 44114Job Summary Payment Advisors 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. By partnering with KeyBank Relationship Managers, who currently manage the banking relationships with our clients, Payment Advisors will serve as the client's trusted advisor for payment solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects. They will also be accountable for and contribute to the team's overall portfolio growth.
Responsibilities
Develop a strong understanding of the industry’s payment process, the regulatory environment and the key drivers impacting the clients.
Build and maintain collaborative relationships with the Relationship Managers at Key to acquire, expand and retain business clients who have treasury management needs. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
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. Learn how to build and maintain strong networks with Centers of Influence (COI's).
Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs.
Record accurate, relevant, and current status of sales opportunities and activities in Salesforce.
Act with a sense of urgency to respond to client and partner requests.
Leverage implementation and client management teams, ensuring superior on-boarding and excellent client experience.
Accountable for appropriate documentation execution
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 degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)
Experience Qualifications
3+ years experience in business, finance, technology, or relevant fields (required)
1-3 years payments/treasury or cash management experience (preferred)
Tactical Skills
Financial acumen including the ability to read and understand income statements
Basic ability to map payment products and functionality to the working capital cycle and revenue cycle to provide consultative solutions to clients
Entry level of consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
Basic knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how the healthcare payments process, claims payment, revenue cycle and finance departments work
Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management is an advantage
Ability to grasp complex businesses and understand processes
Excellent critical thinking and problem-solving ability
Proven track record of in client-facing roles
Excellent organization and communication skills (verbal and written)
Self-motivated and ability to participate effectively in a highly collaborative work team
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Routine and frequent travel to include overnight stay.
Job Posting Expiration Date: 06/27/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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