Regional Payments Advisor

Keybank National Association Portland , ME 04101

Posted 3 weeks ago

Job Description:

JOB BRIEF (PURPOSE)

Partner with KeyBank Relationship Managers (RM), over the phone, to acquire, expand and retain business clients with fundamental and advanced cash management needs. The RCMA 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.

ESSENTIAL JOB FUNCTIONS

  • Partner with Relationship Manager (RM) to manage book of business to deepen existing relationships through proactive identification of integrated solutions to unmet client needs.

  • Support channel RMs in identifying opportunities for clients and prospects.

  • Work with channel RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients and prospects.

  • Coaches and trains RMs in their market to ensure foundational cash management product knowledge

  • Leverage opportunities to educate both channel and clients on fundamental and advanced cash management solutions to enhance expertise on working capital.

  • Respond to client requests (direct or through channel), obtain information necessary to track and implement client set ups seamlessly and flawlessly.

  • Upon completion of set ups and ongoing, follow up with channel or client to ensure needs are being met and communicate with respective partners maintain data integrity in SalesForce (our customer relationship management system) to create a complete picture of client service and support, including timely entry of client contacts.

  • Act with sense of urgency to respond to client and partner requests to maximize trusted advisor status.

REQUIRED QUALIFICATIONS

  • Bachelor's Degree or similar work experience

  • Minimum 2 years cash management experience

  • Proven track record of success in a client focused environment with focused sale/service goals.

  • Ability and willingness to work a flexible schedule Mon-Fri

  • Strong financial acumen including the ability to read and understand income statements

  • Exceptional negotiating and closing skills

  • Strong communication skills

  • Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition

COMPETENCIES/SKILLS

  • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect.

  • Priority Setting: Spends his/her time and the time of others on what's important; quickly zeroes in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.

  • Interpersonal Savvy: Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

  • Functional/Technical Skills:
    Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

  • Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

  • Written & Oral Communication: Is able to effectively communicate to a diverse audience, including leadership and can cater message appropriate to ensure clear and succinct messaging that drives action and intended outcome and effect.

  • Listening: Practices attentive and active listening; has the patience to hear people out; can accurately restate the opinions of others even when he/she disagrees.

  • Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others.

  • Consistent demonstration of Key's established leadership competencies.

FLSA STATUS:Exempt

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.
36012BR


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Merrill Edge Financial Solutions Advisor South Portland ME Area

Bank Of America Corporation

Posted 1 week ago

VIEW JOBS 7/9/2019 12:00:00 AM 2019-10-07T00:00 Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award winning Academy offers training to go beyond portfolios and investment strategies. You'll consider a client's entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives From day one, you will receive best-in-class training from the award winning Academy at Bank of America. Our Advisor Development Program delivers hands-on practice, personalized coaching and dedicated classes for understanding the Life Priorities and needs of your clients. Our program guides you through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we'll equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery and Leadership Development. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination We'll help you * Get training and one-on-one coaching from Academy managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours * Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. * Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide * Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. * Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. * Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust. * Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education As a Financial Solutions Advisor, you can look forward to * Unlimited potential for financial growth * A strong referral network from across the business that will give you a leg-up on client acquisition * Robust marketing support to reach wider audiences with greater appeal * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes * Leadership opportunities, from leading client and conference seminars to mentoring junior associates You're a person who (required skills) * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. You'll be even more prepared if you have * Strong computer skills with an ability to multitask in a demanding environment * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. We're a culture that * Has a place for everyone committed to doing the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs * Believes in responsible growth and has a proven dedication to supporting the communities we serve Posting Date: 07/09/2019 Location: South Portland, ME, SOUTH PORTLAND, 425 Philbrook Ave, - United States Travel: Yes, 25% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Weekly Schedule: Monday-Friday Open availability required + some Saturdays Bank Of America Corporation South Portland ME

Regional Payments Advisor

Keybank National Association