Sr Client Manager Commercial Bank
About the role
As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience. Located at 36 South State Street, Salt Lake City, UT (Salt Lake City, UT highly preferred; open to talent in Western states preferably within KeyBank footprint; covering the Utah portfolio).
Physical Demands: General office setting – 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 or computer bags up to 10 lbs. Travel: occasional travel including overnight stays. Driving Requirements: ability to occasionally operate a motor vehicle with a valid driver's license.
Responsibilities
- Collaborate with partners to expand and retain business and commercial clients
- Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
- Prepare, deliver, and review agreements
- Adhere to all 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
- Adheres to and supports Key’s compliance culture
- 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
Requirements
Education: Bachelor's Degree or equivalent experience (required)
Work Experience: 3+ years of cash management experience (required); 3+ years of Commercial Banking experience (preferred)
Licenses and Certifications: Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
Skills
- Expertise in treasury/ cash management products and services
- Manages service updates, compliance projects, and new service rollouts
- Demonstrated success in managing client needs and inquiries
- Strong verbal and written communication for client engagement
- Identifies cross-sell opportunities and contributes to bank initiatives
- Analyzes information to resolve complex client issues
- Makes timely, risk-aware decisions and takes ownership of outcomes
- Works effectively with internal partners to support