Sr Client Manager, Middle Market

Location: Indianapolis

*
* Location:

** 10 West Market Street, Indianapolis Indiana
** Position Location Policy**
* ** General

Location:

** Indianapolis, IN market required, can be located in South Bend, IN or Chicago, IL
* ** Hybrid Requirement (if within specific cities):
** Selected candidate is expected to work on-site 2 days per week at the nearest Key Bank office (non-branch location) within the Indianapolis, IN market.
* *
* Hours:

** 8-5pm EST
** Job Summary
** As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience.

** Essential Functions
*** Collaborate with partners to expand and retain business and commercial clients
* Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
* Prepare, deliver, and review agreements
* Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
* Conduct research to support ongoing client needs
* Generate cross-sell leads and participate in regular bank initiatives
* Partner with internal stakeholders to address complex client needs
* Make timely, risk-aware decisions and take ownership of outcomes
* Set clear objectives, define priorities, and manage time effectively
* Analyze information from various sources to draw conclusions and develop solutions
* Adheres to and supports Key’s compliance culture.
* 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 Key Bank 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
* ** Bachelor's Degree or equivalent experience (required)
** Work Experience
*** 3+ years of cash management experience (required)
* 3+ years of Commercial Banking experience (preferred)
** Licenses and Certifications
*** Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
** Skills**
* ** Expertise in treasury/ cash management products and services.**
* ** Manages service updates, compliance projects, and new service rollouts.**
* ** Demonstrated success in managing client needs and inquiries.
*** Strong verbal and written communication for client engagement.
* Identifies cross-sell opportunities and contributes to bank initiatives.
* Analyzes information to resolve complex client issues.
* Makes timely, risk-aware decisions and takes ownership of outcomes.
* Works effectively with internal partners to support business growth.
* Prepares, delivers, and reviews client agreements.
* Sets priorities and manages workload effectively.
* Ensures accuracy and follow-through in client support.
* Comfortable presenting to clients and internal stakeholders
* Adheres to risk policies and supports testing initiatives.
* Ability to interpret data and develop client-focused solutions.
* Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.
** Core Competencies
*** All Key Bank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
** Physical Demands
*** General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
** Travel
* ** Occasional travel to include overnight stay.
** Driving Requirements
*** Ability to occasionally operate a motor vehicle with a valid driver's license.
** Work Location Category
*** Hybrid (2+ days)
* Key has implemented a role-based Mobile by Design approach to our employee work spaces, dedicating space to those whose roles require specific work spaces, while providing flexible options for roles which are less dependent on assigned work spaces and can be performed effectively in a mobile environment. …