Payments Advisor

Payments Advisor

Requirements

• Bachelor’s Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)
• 3+ years’ experience in business, finance, technology, or relevant fields (required)
• 1+ years’ payments/treasury or cash management experience (preferred)

Responsibilities

• Develop a strong understanding of the industry’s payment process, the regulatory environment and the key drivers impacting the clients.
• Build and maintain collaborative relationships with the Relationship Managers at Key to acquire, expand and retain business clients who have treasury management needs.
• 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.
• 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.
• 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.

Preferred Qualifications

• Financial acumen including the ability to read and understand income statements
• Basic ability to map payment products and functionality to the working capital cycle and revenue cycle to provide consultative solutions to clients
• Entry level of consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
• Basic knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how the healthcare payments process, claims payment, revenue cycle and finance departments work
• Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management is an advantage
• Ability to grasp complex businesses and understand processes
• Excellent critical thinking and problem-solving ability
• Proven track record of in client-facing roles
• Excellent organization and communication skills (verbal and written)
• Self-motivated and ability to participate effectively in a highly collaborative work team