5 customer success manager jobs found

Location: 726 Exchange Street, Buffalo New York Position Location Policy General Location: Buffalo, NY highly preferred. Albany, NY, Vermont or Massachusetts, or surrounding market. Covering the Buffalo, NY portfolio. Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST required 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...

Location: 726 Exchange Street, Buffalo New York Job Summary Partners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million. Utilizes a robust network of centers of influence (COIs) and internal Business Banking sales partners to generate sound profitable growth. Works as the trusted advisor, positions the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and understands competitors' strengths/weaknesses and product offerings/pricing. Essential Functions Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products and services as well as...

Location: 660 White Plains Road, Tarrytown New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. **Position will be located remotely in NJ only, while we work on opening an office in NJ. Candidates MUST live in the NJ market.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary...

Location: 4224 Ridge Lea Road, Amherst New York We are not your typical Collections team! At KeyBank, we pride ourselves on being client advisors. We appreciate our clients, and our team excels at offering professional and courteous service to them. KeyBank offers you the ability to see career path advancement, on the job training and a variety of benefits including medical, dental, 401K and more. In this role, you will spend 90% of your day on the phone, helping our clients to bring their accounts to active and offer solutions. Training: On-site 100% for the first 3 weeks. Location: Hybrid - Amherst NY - In-office 2 days per week. after training (Wednesday and Thursday). Hours:   Schedules are between 8:00am and 9:00pm ET Equipment is provided. Customer service skills, such as compassion and empathy, are essential to success in this role. JOB SUMMARY A Specialist on the Commercial Collections team engages with commercial clients via phone to...