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Full time

Small Business Cash Management Advisor

Posted by KeyBank • March 19, 2026

📍 North York, Ontario, Canada
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Description

Location:

For Those Who Work At Home, Oregon

Job Summary
The Small Business Cash Management Advisor (SBCMA) partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs. This inside sales representative identifies prospect/client needs and participates in various aspects of client management, including conference calls, relationship reviews and financial consultation for owner operator businesses.

Essential Functions

  • Collaborate with Retail Branch teams to educate on the cash management suite of products, including features, value propositions, and pricing.
  • Support Retail in identifying and strategizing cash management opportunities within their markets.
  • Enhance Retail branch confidence and business acumen through joint calling efforts and collaborative opportunities.
  • Prepare Cash Management proposals and identify referral opportunities to oth...

    • Job Details

    • Location North York, Ontario
    • Job Type Full time
    • Category Financial Specialists
    • Posted March 19, 2026
    • Deadline April 28, 2026

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