Senior Payments Advisor, Technology Sector

The Technology Sector and delivering Embedded Banking to our clients is a strategic focus of our client and one in which the bank is actively investing and growing. This role is critical to this strategy. The Senior Payments Advisor is responsible for executing a sales and marketing strategy that achieves market penetration and new client acquisition goals derived from companies in the Technology Sector. A primary responsibility is to partner with our Technology Group Bankers to pursue partnerships and deep relationships with private equity and venture capital firms in order to be able to provide meaningful payments solutions to their portfolio companies. The Senior Payments Advisor will be joining a high-peforming, dynamic team and will coordinate closely with our Payments Product Team to bring the voice-of-the-client to the group and help inform the development of the product road map.

This position is located in San Francisco, California. The role requires close collaboration with our Technology Group Bankers and is "mobile by design", which enables the person to balance work-from-anywhere and in-person collaboration with our internal partners.

• Provide embedded banking, payments and treasury management expertise and solutions specific to Technology Sector companies
• Develop and execute a sales and marketing strategy that achieves market penetration, existing client growth and new client acquisition goals by delivering products and services based on identified value proposition
• Proven ability to identify, solution and close new business opportunities sourced from internally generated leads in partnership with client Capital Markets Bankers and Payments Product Partners, as well as, an ability to self-generate leads through personal business network, conferences and other sources
• Proactively pursue partnerships with private equity and venture capital companies to develop deep relationships and bring value driven embedded banking and payments solutions to their portfolio companies.
• Actively manage the existing portfolio of clients seeking ways to maintain and grow their relationships with client through consultative and strategic solutioning
• Maintain an excellent working knowledge of the technology and payments industries to be able to deliver expertise to clients and prospects and to be able to identify business opportunities both inside and outside of payments and make effective referrals to the appropriate business segment
• Understand macro business concepts and working capital management and leverage this to bring effective solutions to clients enabling them to run their businesses better every day
• Independently collaborate with internal and external partners to expand and retain payments and embedded banking business clients
• Actively represent Enterprise Payments to the leadership and bankers in the Technology Group by developing and fostering deep partnerships, completing relationship reviews and coordinating client acquisition activities to ensure goals are achieved
• Develop and maintain a working relationship with client managers to coordinate servicing of clients, identification of new opportunities and create an all-around outstanding client experience. Act as a mentor and coach to our client management team
• Partner with the product and implementation teams to keep them informed of the voice-of-the-client to assist with the development of a product road map that meets the needs and delivers a value proposition that companies are seeking, especially those in the Technology Sector.
• For more complex client implementations, work with the Implementation Specialist to oversee that the new product set-up is completed properly and in a timely manner. Confirm that clients receive the technical support and training on product usage and functionality thus ensuring client satisfaction.
• Represent the organization at various industry conferences, national and regional events, business meetings, market functions, and centers of influence both internally and externally
• Ability and willingness to travel for in-person client, internal and industry meetings and events
• Other duties and responsibilities as established, assigned, and communicated by the business leader

Accountability

• Keeps promises and honors commitments.
• Accepts responsibility for mistakes and failures and learns from them.
• Honors commitments and demonstrates open, honest communication.

Managerial Courage

• Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.
• Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.
• Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.

Drive for Results

• Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results.
• Demonstrates personal accountability for achieving results within established timelines and budget parameters.
• Pursues work with energy, drive and focus.

Client Focus

• Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.
• Actively listens to internal/external client feedback and delivers appropriate solutions.
• Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.

Effective Collaboration

• Identifies and involves the right stakeholders to make decisions and maximize results.
• Readily shares information, knowledge, best practices, and ideas with teammates.
• Leverages opportunities and capabilities across the team to accomplish goals.
• Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.

Leading Change

• Effectively navigates and embraces change; exhibits an openness of new ways of doing things and an adaptable, continuous improvement mindset.
• Makes quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.
• Understands the boundaries of his/her decision making and escalates decisions appropriately.

Developing Self, Staff & Others

• Takes ownership of personal development plan and seeks opportunities to further develop his/her skill set
• Proactively shares knowledge with peers to help others develop and to improve the performance of the team.

Business Acumen

• Knowledgeable about the financial services industry and Key's competition.
• Understands the value proposition of the business and how it contributes to Key's business strategy.
• Understands and applies Key's risk management philosophy in day-to-day interactions.

Managing Vision and Purpose

• Demonstrates passion for improving business results.
• Understands how his/her role fits into the vision of the department and the organization.
• Applies an understanding of the department's vision and purpose to prioritize work.