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Small Business Cash Management Advisor

KeyBank
Full time North York, Ontario Financial Specialists
Posted:
March 19, 2026
Location:
North York, Ontario, Canada

Job 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...

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    Job Overview

    Job Type: Full time
    Location: North York, Canada
    Posted: March 19, 2026
    Deadline: April 28, 2026