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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in cash management and commercial banking, with a strong focus on client engagement, compliance, and risk management. Capable of analyzing complex information to develop client-focused solutions and drive business growth through effective collaboration and communication.
Highest-signal resume keywords
Cash Management ExperienceCommercial Banking ExperienceCertified Cash Manager (CCM)Certified Treasury Professional (CTP)Client Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Management ProductsRisk ManagementData AnalysisClient Agreement PreparationCross-SellingCompliance AdherenceProject ManagementClient Inquiry ResolutionTime ManagementDecision Making
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationProblem SolvingPresentation Skills
Tools & Technologies
Microsoft OfficeWordExcelPowerPoint
Certifications & Qualifications
Certified Cash Manager (CCM)Certified Treasury Professional (CTP)
Industry Keywords
Commercial BankingCash ManagementRisk PoliciesClient EngagementCompliance Culture
About the role
Key responsibilities & impact- Collaborate with partners to acquire, expand, and retain business and commercial clients
- Serve as the first point of contact for customer service needs, inquiries, and problems
- Maintain and manage cash management services, including project completion and tracking
- Manage product/service updates, new service introductions, and compliance projects
- Prepare, deliver, and review agreements
- Adhere to Risk policies and procedures, including QV and Risk Testing initiatives
- Conduct research to support ongoing client needs
- Generate cross-sell leads and participate in regular bank initiatives
- Partner with internal stakeholders to address complex client needs
- Make timely, risk-aware decisions and take ownership of outcomes
- Set clear objectives, define priorities, and manage time effectively
- Analyze information from various sources to draw conclusions and develop solutions
- Support KeyBank's compliance culture and comply with company policies and procedures
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree or equivalent experience (required)
- 3+ years of cash management experience (required)
- 3+ years of Commercial Banking experience (preferred)
- Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
- Expertise in treasury/cash management products and services
- Demonstrated success in managing client needs and inquiries
- Strong verbal and written communication for client engagement
- Ability to identify cross-sell opportunities and contribute to bank initiatives
- Ability to analyze information to resolve complex client issues
- Ability to make timely, risk-aware decisions and take ownership of outcomes
- Ability to work effectively with internal partners
- Ability to prepare, deliver, and review client agreements
- Ability to set priorities and manage workload effectively
- Ability to ensure accuracy and follow-through in client support
- Comfortable presenting to clients and internal stakeholders
- Adherence to risk policies and support for testing initiatives
- Ability to interpret data and develop client-focused solutions
- Skilled in Microsoft Office, including Word, Excel, and PowerPoint
- Ability to occasionally operate a motor vehicle with a valid driver's license
- Ability to work 8–5pm MST
- Occasional travel, including overnight stays
Benefits
Comp & perks- Base salary range of $69,000.00–$105,000.00 annually
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Hybrid work arrangement with flexible options in a mobile environment
- Eligible employee benefits (specific benefits list linked in posting)