Payments Advisor Job Opening

Payments Advisor

Key Bank- Corporate

Boise, Idaho
Category: Treasury Analyst

Job Description
KeyBank is changing the way existing clients and prospective customers think about their banking partnerships and long term solutions in order to reduce manual processes and leverage best of breed technology to compliment traditional Treasury Management solutions.

By partnering with KeyBank Relationship Managers, who currently manage the banking relationships with our clients, you will:
Serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects.
Be accountable for and contribute to the team's overall portfolio growth.
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. 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.
Adhere to all Risk policies and procedures. REQUIRED QUALIFICATIONS
Bachelor's Degree or similar work experience
A minimum of 4 years cash management consultative sales experience, or a minimum of 2 years’ experience in a related field selling FinTech solutions – such as ERP, Tax Automation, Expense Management, etc.
Strong financial acumen including the ability to read and understand income statements
Ability to map payment products and functionality to the working capital cycle in order to provide consultative solutions to clients
Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
Knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how finance departments work
Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management is an advantage
Proven ability to grasp complex businesses and understand processes
Proven track record of over performance; exceptional negotiating and closing skills; strong communication skills
Self-motivated and ability to participate effectively in a highly collaborative work team
Certified Treasury Professional (CTP) certification preferred
The ability to travel 25% throughout Idaho


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.