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Job details

Cash Management Service Officer

Location:
For Those Who Work At Home - Various, Oregon 97330
Job Brief
Maintains the “first point of contact” role for all cash management customer service needs, inquiries or problems and ensures that clients receive “crazy good service”. As part of an aligned Client Management Team, will partner with sales and core operations teams, jointly committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship. Utilizes business acumen and in-depth systems and procedures knowledge to support a complex book of business.

Essential Job Functions
Day-to-day contact for clients, responsible for ensuring that clients receive “crazy good service”. Leverage internal resources, institutional expertise and knowledge of policies and procedures to navigate systems to answer questions, problem solve, research issues, and determine desired outcomes for clients, owning the client service experience.
Identifies and surfaces opportunities through client interaction. Understands, aids, and facilitates as needed, the details associated with various Business Banking products that meet client needs. Leverage client interaction to actively increase client digital adoption.
Proactively solves for opportunities to improve the client experience. Identifies and puts forth solution for process improvements to continuously enhance client service.
Manage operational risk for the LOB. Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for payment related compliance matters requiring additional due diligence.
Acts as a backup for Regional Cash Management Advisor when needed, being the first point of contact for service transactions. Owns maintenance of cash management products for existing clients.
Utilizes partnerships with business partners throughout the organization to achieve results for their clients.
REQUIRED QUALIFICATIONS
  • Bachelor’s degree (preferred) or equivalent experience
  • Business / Commercial Client Servicing Experience: 3+ years related job experience in a Client Servicing role
  • Self-motivated and ability to participate effectively in a highly collaborative work team
  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
  • Detail oriented and ability to follow through
  • Excellent knowledge of commercial / business banking loan, deposit and payments documentation with proficiency in related client servicing.
  • Previous experience with commercial / business banking support functions. Possess expertise in the overall servicing of commercial / business banking clients, including resolution of client issues and the ability to identify cross-sell opportunities.
  • Ability to establish and strengthen effective working relationships among team members and product and support partners.
  • Strong systems experience and demonstrated subject matter expertise on financial services technology platforms
PREFERRED QUALIFICATIONS
  • Previous financial services experience
  • Working knowledge of Key’s products and systems
  • Working knowledge of the loan and deposit accounting systems and Payments systems
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000 to $90,000 annually depending on 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.

Please click
here
for a list of benefits for which this position is eligible.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.
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.

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
.

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Key's mission is to empower its clients, communities and employees to thrive. The path to financial wellness starts here. No matter who you are, where you are on your financial journey, or what barriers are ahead of you, KeyBank will help you move...

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DATE POSTED
June 2, 2023

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