Treasury Services - Service Specialist
KeyBank 575 reviews - Cleveland, OH

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About Key

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $87 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website,®, that provides account access and financial products 24 hours a day.

About the Job

As an integral member to the Treasury Management (TM) Corporate Bank Sales team, collaborates with TM Sales Advisor, Sales Support Specialist and Implementation Specialist Team in an effort to acquire, expand and retain business clients who have treasury management needs. Directly partnering with Sales Support Specialist taking on that ¿first point of contact¿ role for any customer service needs, inquiries or problems and ensure that clients receive a full and effective pre-sales and after-sales experience.

Essential Job Functions

Collaborate with TM Sales Advisor, Sales Support Specialist to acquire, expand and retain business clients who have treasury management needs.
Working with the Customer Account Maintenance (CAM) Group, open new DDA accounts field incoming client calls to effectively resolve questions, problems or concerns regarding account opening and/or maintenance requests within established service level agreements.
Partner with the Implementation Specialist Team on more complex client implementations
For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO¿s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction.
Own maintainance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. ACH Balanced File; Key Capture Upgrade, etc.) and CAP renewals and management of any exceeds.
Prepare, deliver, and review agreements.
Adhere to all Risk policies and procedures including ECP Risk Testing initiatives
Initiate and conduct necessary research that may need to be done in conjunction with client set-ups or on-going client needs.

Required Qualifications

Bachelor's Degree or similar work experience with 3 or more of banking or cash management sales experience.
Demonstrated success in a customer service enviroment
For senior level position, demonstrated understanding of working capital
Possess strong Analytical and data mining skills
Excellent verbal and written communication skills. Previous experience presenting to clients
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
Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint

Careers at Key

KeyCorp is an Equal Opportunity Employer M/F/D/V

About this company
575 reviews
Key traces its history back more than 160 years and is headquartered in Cleveland, Ohio. One of the nation's largest bank-based financial...