ABOUT THE JOB (JOB BRIEF) KeyBank is changing the way existing clients and prospective customers think about their banking partnerships and long term solutions in order to reduce manual processes and leverage best of breed technology to compliment traditional Treasury Management solutions.
Key Bank’s healthcare team focuses primarily on providers (hospitals, large practices, clinics) and health insurance companies, with the specific goal of driving efficiencies in the payment process. As a Healthcare Payment Advisor, your role will be to thoroughly understand the issues confronting your clients or prospects, and recommend solutions based on industry knowledge and Key’s specific product set.
By partnering with KeyBank Relationship Managers, who currently manage the banking relationships with our clients, you will:
Serve as the client's trusted advisor for payment solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects.
Be accountable for and contribute to the team's overall portfolio growth.
ESSENTIAL JOB FUNCTIONS
Maintain a strong understanding of the healthcare industry’s payment process, the regulatory environment and the key drivers impacting both providers and health plans.
Build and maintain collaborative relationships with the Relationship Managers at Key to acquire, expand and retain business clients who have treasury management needs. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
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. Partner with Relationship Manager's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).
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.
Adhere to all Risk policies and procedures.
Bachelor's Degree or similar work experience
A minimum of 4 years cash management consultative sales experience, or a minimum of 2 years’ experience in a related field selling FinTech solutions – such as Clearinghouse, Patient Payment Solutions, revenue cycle consulting, etc.
Strong financial acumen including the ability to read and understand income statements
Ability to map payment products and functionality to the working capital cycle and revenue cycle in order to provide consultative solutions to clients
Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
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
Proven ability to grasp complex businesses and understand processes
Proven track record of over performance; exceptional negotiating and closing skills; strong communication skills
Self-motivated and ability to participate effectively in a highly collaborative work team
Certified Treasury Professional (CTP) certification preferred
The ability to travel 20% throughout Colorado, Idaho and Utah.
Internal Number: 36018BR
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website, Key.com®, that provides account access and financial products 24 hours a day