Experience Inc. Jobs

Job Information

KeyBank NA Virtual Cash Management Advisor in Cleveland, Ohio

Location: For Those Who Work At Home - Various, Connecticut 06515 THIS ROLE IS A REMOTE POSITION THAT CAN SIT ANYWHERE IN THE EAST COAST. THE PENNSYLVANIA LOCATION IS EASTERN PA (GREATER PHILADELPHIA AREA) Job Summary The Small Business Cash Management Advisor partners with Small Business Wellness Advisors and Retail Branch teams to acquire, expand and retain business clients with fundamental to advanced cash management needs. This inside sales representative will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with fundamental and advanced cash management needs. Responsibilities Works with the Retail branch and Small Business Wellness Advisor (SBWA) team to educate them on the cash management suite of products, to include product features, value proposition and pricing Responsible for supporting Retail branch teams and SBWA team to uncover cash management opportunities within each of their perspective markets and to strategize on how to uncover viable prospects Helps Retail branches build confidence and business acumen by providing cash management expertise through joint calling efforts and other collaborative opportunities Prepares Cash Management proposals for clients, and identifies any additional referral opportunities to other lines of business as appropriate Respond to client requests (direct or through partner referrals), obtain information necessary to track and implement client set ups seamlessly and flawlessly Meets and exceeds individual production goals while contributing to the overall sales success of the team 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. Education Qualifications Associate's Degree Associate's Degree or equivalent in training and experience (required) Bachelor's Degree (preferred) Experience Qualifications 1-3 years in a client focused environment with aggressive growth and service goals (required) 1-3 years interpreting and understanding financial statements (required) Tactical Skills Excellent Bank product and service knowledge Excellent organizational and time-management skills. Strong customer service/advocacy skills Strong marketing and negotiation skills Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. #remo COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $28.85to $31.73 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includesshort-term incentive compensation subject to individual and company performance. 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. Job Posting Expiration Date: 07/18/2024 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclus

DirectEmployers