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First Commonwealth Bank jobs in Canton, OH

- 165 jobs
  • CB Portfolio Manager II

    First Commonwealth Bank 3.9company rating

    First Commonwealth Bank job in Independence, OH

    Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Participates in sales calls and is active in various community events, civic and charitable organizations. Essential Job Responsibilities__________________________________ 1. Conducts independent financial statement, covenant and collateral analysis of Corporate Banking clients. Assists in discussions and due diligence on existing and prospective clients. Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies. Portfolio size may vary based on length of service and management decisions. 3. Assists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Maintains a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 5. Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 6. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 7. Performs maintenance calls with or without Relationship Manager as needed, and assists in credit collection work as necessary for assigned accounts. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Analyzes, with credit analysis staff, the creditworthiness of their clients and prospects. b. Seeks additional approvals or policy exceptions as necessary. c. Oversees proper execution and review of loan documentation in accordance with bank policy. d. Understands the credit strengths and weaknesses of clients. e. Monitors borrower's performance and communicates to management and the credit department. f. Works with Treasury Management to establish necessary accounts and ancillary services for deposits. g. Other ongoing client and portfolio tasks as needed to assist the team. 9. Works with the Credit Department to ensure that the approval packages are thorough and correct including review of the financial statement requirements, covenant structure, and terms and conditions. 10. Prepares and assists in the presentation of loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other required reports, on an as-needed basis and in conjunction with Relationship Manager. 11. Values collateral when necessary, reviews appraisals and assesses collateral coverage. 12. Ability to assess and discuss risk ratings with the Credit Department. 13. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 14. Coordinates the daily workflow in and out of the area to ensure that loans are in complete conformity with the terms. 15. Assists in providing direct service to commercial clients of the bank with respect to deposit, loan, and other products and services. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 16. Assists with deal screens and preliminary review of large existing and prospective clients as needed. 17. Prepares and maintains accurate records of all client service calls made and meetings held with present and prospective clients. 18. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as-needed and elected basis. 19. Maintains a thorough knowledge of the features and benefits of all corporate banking products and services. 20. Maintains a working knowledge of bank operating policies and procedures. 21. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. Bona Fide Occupational Qualifications___________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience required. 2. A minimum of five (5) to seven (7) years of strong credit analysis experience and demonstrated portfolio management skills required. 3. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 4. A valid driver's license and travel, including some overnight stays, are required. 5. May be eligible for Telecommuting.
    $96k-144k yearly est. 19d ago
  • Engagement Center Supervisor

    First Commonwealth Bank 3.9company rating

    First Commonwealth Bank job in Canton, OH

    Provides support to all Engagement Center Specialists with incoming service calls and digital interactions from customers, or potential customers, having questions regarding their current account relationships or seeking information about additional products and services. Completes any customer follow up resulting from inbound calls, digital interactions, or transfers from the integrated voice response system, such as account maintenance, records research, and follow up on information requests. Initiates and actively participates in client conversations to determine and appropriately address client needs. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. Tracks outstanding referrals and completes follow up as necessary. Performs call monitoring weekly on each member of the team and follows up immediately to make sure all aspects of Customer Service Promise are met and exceeded. Must excel at hands on coaching and developing team members across the entire Engagement Center. Essential Job Responsibilities____________________________________ 1. Supervises, monitors, and coaches assigned team of Engagement Center Specialists with goal of career development within the EC Excels at hands on coaching and developing team members across the entire Engagement Center. 2. Supports the Financial Solutions Engagement Center Manager in developing a highly talented, motivated, and effective team through the following activities: a. Assists in the selection of new personnel as appropriate. b. Makes provisions for the proper orientation and training of new personnel. c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. d. Organizes, schedules, and distributes work among assigned personnel. e. Keeps personnel informed of pertinent policies and procedures affecting the department and/or their jobs. f. Creates an atmosphere in which upward communication from employees is encouraged. g. Administers personnel policies and procedures as established by the Bank. 3. Provides support to all Engagement Center Specialists with incoming service calls and digital interactions from customers, or potential customers, having questions regarding their current account relationships or seeking information about additional products and services, existing deposit and loan account inquiries. Including but not limited to: a. account maintenance requests, including name and address changes b. Online Banking and Mobile banking access issues and inquiries, c. Online BillPay, and Mobile Remote Deposit inquiries, d. debit card transaction inquiries, hot cards, and replacements, e. details on rates and promotional offerings, f. general "switchboard" type transfers to other employees, departments, g. calls transferred from the integrated voice response system 4. Completes any customer follow up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to customers). 5. Receives and responds to messages from online chat, banno conversations, or emails. 6. Initiates and actively participates in customer conversations to determine and appropriately address customer needs. 7. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. Tracks outstanding referrals and when necessary contacts appropriate branch personnel requesting action on sales referrals not yet progressed. 8. Performs call monitoring weekly on each member of the team and follows up immediately to make sure all aspects of Customer Service Promise are met and exceeded. 9. Completes all self-education assignments in a timely manner (i.e. online compliance training, supervisor-assigned readings/exercises). 10. Productively utilizes non-phone time to review e-mail, read Insite articles, review procedural updates, and access any Insite resources available to enhance job knowledge. Bona Fide Occupational Qualifications_____________________________ 1. High school diploma or equivalent is required. 2. Three (3) years related work experience is required. 3. Previous supervisory experience is preferred. 4. Exceptional customer services skills and excellent interpersonal and communication skills, and a professional manner are required. 5. Proficient computer skills and ability to learn company utilized systems is required. 6. Ability to work day, evening, and weekend hours, with possible shift changes, is required. 7. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
    $29k-38k yearly est. 60d+ ago
  • Scrum Master

    Keybank National Association 4.4company rating

    Brooklyn, OH job

    Senior Scrum Master ABOUT THE JOB (JOB BRIEF) Aligns with the Product Owner in the delivery of business value, facilitating the events of each Sprint using collaborative discussion and promoting self-organization, team accountability, and continuous improvement. Interacts/coordinates interdepartmentally across the enterprise and implements best practices. Utilizes principles and framework of Agile & Scrum, while ensuring overall alignment to Key's adoption of Agile (aka Continuous Delivery). Ensures adherence to quality standards and facilitates team reviews of Sprint deliverables. Communicates team impediments and helps to resolve. Provides coaching, guidance, and expertise in Scrum practices to delivery team members. Adept in risk management and organizational change mangement methodologies and techniques. Facilitates dialog and discussion to quickly identify alternative, creative solutions. Presents effectively to squad / tribe and all levels of management. ESSENTIAL JOB FUNCTIONS * Lead and coach the squad and apply appropriate Agile/Scrum principles to create or enhance the timely delivery of valuable products. * Work with Product Owner to evaluate team cohesion and effectiveness and provide recommended changes as needed. * Help drive the adoption and implementation of Agile practices across the enterprise. * Lead and coach employees from various functions to create new processes. * Coordinate work across divisions, and collaborate in solving problems as one team. * Active participation in the Continuous Delivery Community of Practice to help drive continuous improvement of the agile discipline at Key. * Monitor, improve, and innovate within the scrum process and help to solve/remove impediments in the development process. * Recognize and remove external distractions. * Foster self-organization and a collaborative Agile/Scrum team. * Support the Product Owner by maintaining focus on the agreed sprint goals and prioritizing outcomes over outputs at the product and sprint backlog levels. * Support squad engineering practices and long-term integrity & viability of the codebase. * Promote a general "shift-left" development approach, facilitate pair- and mob-programming and automated testing as necessary. * May lead multiple squads. REQUIRED QUALIFICATIONS Education/Certifications: Bachelor's Degree or equivalent work experience required. Scrum Master Certification required. PMP certification preferred. Experience: 5+ years of scrum master experience required. Previous experience leading and managing data and technology solutions preferred. Competencies and Skills: * Extensive knowledge of the principles, components and features of scrum methodology; ability to apply this methodology to manage software product development processes. * Extensive knowledge of effective agile project management strategies and tactics and ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. * Extensive knowledge of and ability to utilize formal agile methodologies, disciplines, practices and techniques for the delivery of new and enhanced applications. * Extensive knowledge of activities, practices, deliverables and application release techniques; ability to manage and control the implementation of new or enhanced applications into a production/live environment. * Basic knowledge of and experience in constructing software products or systems in line with product requirements. * Extensive knowledge of the necessity to adapt self and team to evolving business needs and ability to develop and implement new ideas and initiatives that improve the organization's performance in light of new requirements. * Extensive knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed. * Extensive understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. * Working knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. * Working knowledge of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply this knowledge appropriately to diverse situations. * Extensive knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. * Extensive knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome. * Extensive understanding of the importance of inter-team collaboration in breaking down silos and achieving business results; ability to lead employees from various functions to communicate, coordinate work across divisions, and collaborate in solving problems as one team. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. NEED EQUAL PAY Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $94k-175k yearly Auto-Apply 27d ago
  • Digital Marketing Consultant

    Keybank 4.4company rating

    Brooklyn, OH job

    Mobile, in office 3 days a week at 4910 Tiedeman Rd, Brooklyn, OH. About the Job: As a member of Enterprise Brand Marketing Strategy and Planning team, the Digital Marketing Consultant will report to the Senior Media Manager and will function as a strategic partner in the development, execution, performance optimization, and reporting of digital advertising campaigns. Our culture is collaborative, so you can expect to work with multiple stakeholders on every project. Essential Job Functions: Ability to take direction from a campaign brief and build the digital campaigns, traffic creative assets, and monitor performance based on defined KPIs. Manage digital media campaigns by applying data-based reasoning to campaign optimizations, document changes, and anticipated outcomes, and applying learning to future recommendations. Ability to analyze, summarize and interpret complex data and information; can move logically from findings to conclusions and actionable business insights. Effectively communicate within Key internal teams. Ability to understand their audience when preparing and presenting data/findings in an organized, clear, and concise manner. Build and sustain excellent working relationships with colleagues, clients and partner organizations that will enable the timely, accurate and efficient execution of assigned digital campaigns. Maintain understanding of industry trends and opportunities and the ability to communicate implications to KeyBank. Required Qualifications: Bachelor's Degree in advertising, marketing, communications or related field 3-5 years minimum professional experience in digital media Detail-oriented; ability to organize and prioritize workload Ability to adapt quickly to changing priorities; capable of operating in a dynamic environment. Highly skilled with Microsoft Office products including: Excel, PowerPoint, Word Background in ad trafficking, reporting, and bid management systems Experience using Adobe Advertising Cloud or similar DSP partner preferred for programmatic digital Experience with ad trafficking, reporting, and bid management systems such as Google Campaign Manager, Adobe Advertising Cloud, and Google Analytics. In-depth knowledge of social platforms (e.g., Meta, LinkedIn) and tools like Sprinklr. Experience with tools like Sprinklr, Hootsuite, Sprout Social, and HubSpot. Able to work independently on complex tasks with minimal supervision, while providing timely updates. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/24/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $61k-94k yearly Auto-Apply 13d ago
  • Citizens Banker

    Citizens Financial Group 4.3company rating

    Akron, OH job

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings
    $24.5 hourly Auto-Apply 60d+ ago
  • Citizens Teller- Part Time

    Citizens Financial Group, Inc. 4.3company rating

    Chagrin Falls, OH job

    Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED * Minimum of 6 months experience processing transactions (cash and/or digital payments) * Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers * Strong listening and communication skills * Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship * Ability to problem solve and provide solutions to customer issues * Customer-centric to deliver exceptional service * Comfortable with using digital technology to support the delivery of business goals * Ability to work branch hours, which can include weekends and evenings * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred Skills/Experience * 1 year of experience processing transactions (cash and/or digital payments) * Motivates others, like teammates, business partners, and specialists, through collaboration * Process-oriented, energetic, detail-oriented and ability to multitask effectively Hours & Work Schedule * Hours per Week: 20 * Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $19.00 - $23.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer
    $19-23.5 hourly Auto-Apply 5d ago
  • Web Content Manager

    Keybank National Association 4.4company rating

    Brooklyn, OH job

    JOB BRIEF The Web Content Manager will collaborate with stakeholders and partners to create and execute an exceptional online experience. Excellent understanding of web content management, analytics, user interface design and usability is necessary. ESSENTIAL JOB FUNCTIONS Strategy * Determines strategy and approach for new products, services, or campaigns within the Personal section of Key.com, and supports Consumer Bank marketing campaigns with appropriate landing pages. * Determines possible solutions, creates requirements, and gathers information leveraging people within Key or partner agencies or from research/competitive analysis. * Stays on top of trends and consumer expectations for web experiences by reading industry reports and completing competitor analysis; watches for new innovations across all type of websites. * Proactively conduct and communicate industry research to stay current on best practices in digital marketing and web user experience, competitor user interface designs, and emerging technologies. Partnership * Act as a consultant, providing direction on best practices for online experience solutions to internal clients and partners. * Proactively meet with partners to advise, schedule, and manage projects and content updates for key.com. * Collaborates with partners within user experience, design, project management, marketing technology, analytics, product management and compliance. * Communicates page strategy and requirements to the Web Content Specialist(s), who creates the pages within the content management system, Adobe Experience Manager (AEM). Project Management * Reviews web page content, navigation, functionality, look and feel that supports internal partners' business objectives while maintaining compliance with website standards, including Key's own guidelines, WC3 and ADA. * Assists with and/or manages publishing of content. * Execute strong attention to detail when reviewing pages in development & testing environment. * Develop processes to ensure publishes go according to plan without negatively affecting other areas/functions of the website. Reporting & Analysis * Determines key performance indicators and online/offline conversion points, documents website analytics requirements, and partners with web analytics team to provide standard reporting and interpretation to partners. General * Proactively drive issues / defects to resolution. REQUIRED QUALIFICATIONS * Bachelor's Degree preferred in web development, marketing or related field * Minimum 4 years previous work experience in website management and/or digital marketing field * Excellent interpersonal skills, relationship management skills, problem-solving and decision-making skills * Proven ability to provide insights and recommendations to partners and stakeholders on the best approach to meeting digital marketing goals * Strong knowledge of HTML and experience with web content management systems, specifically component-based systems, AEM preferred. * Strong understanding of web marketing concepts including search engine marketing, search engine optimization, knowledge of industry online best practices and web standards * Proven ability to recognize and edit effective web content to create compelling online experiences * Ability to synthesize results and combine with overall Key.com or campaigns results * Cultivates and thrives in a creative, energetic, innovative and exciting environment * Ability to effectively manage and execute numerous projects simultaneously with minimal supervision * Interest in and aptitude for understanding the business, and a positive, 'can-do' attitude * Ability to take initiative, negotiate effectively and build productive relationships with business partners * Effective verbal and written communicator, able to communicate with a variety of audiences and management levels, and translate business requirements into technical requirements * Ability to work both independently and as a member of a team PREFERRED QUALIFICATIONS * Effective analytical techniques and use of web analytics tools, such as Adobe Analytics * Proven experience in client servicing and vendor/agency management * Familiarity with mobile/responsive website principles and Javascript * Experience with a project management tool, such as WorkFront COMPETENCIES/SKILLS * Creative thinking * Visionary thinking * Show strong initiative and be a driver * Organized * Detail oriented * Champion Change and Innovation to affect strong sense of urgency * Manages Execution * Build and Sustain Effective Relationships with Stakeholders * Negotiates Effectively * Client Focus * Strategic Agility * Business Acumen * Organizational Savvy * Leads Courageously * Drive for Results EQUIPMENT USED PC, telephone, multiple MS Office and web-based applications, remote access software TRAINING REQUIRED Training will consist of on-the-job activities with the direction of management. Additional formal training will be provided as required to maintain or enhance performance and professional development. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $71k-122k yearly Auto-Apply 20d ago
  • Lead Business Analyst

    Keybank 4.4company rating

    Brooklyn, OH job

    Mobile, in office 2 days a week at 4910 Tiedeman Rd, Brooklyn, OH. The role focuses on evaluating current product quality and production methods while driving continuous improvement across processes, products, and services. The position requires leveraging major production application systems to deliver services effectively to internal and external clients. A strong emphasis is placed on customer-centric decision-making, inter-team collaboration, and effective communication to achieve business results. The individual will lead cross-functional teams, influence decisions, and ensure accuracy and precision in all tasks. The role also involves analyzing business processes, identifying opportunities for improvement, and managing software product operations and delivery. Key Responsibilities Assess and improve product quality and production methods. Utilize major production application systems for service delivery. Collaborate across teams and break down silos to achieve organizational goals. Communicate effectively and influence decisions within and outside the organization. Conduct root cause analysis and develop solutions for organizational challenges. Document current business processes and recommend re-engineering opportunities. Manage software product operations, including install base and future plans. Apply formal application delivery methodologies for new or enhanced applications. Requirements Strong understanding of compliance, customer satisfaction principles, and organizational competitiveness. Ability to lead cross-functional teams and foster collaboration. High attention to detail and accuracy in task execution. Proven experience in requirement analysis and business process documentation. Familiarity with application delivery methodologies and software product lifecycle management. Skills & Competencies Technical/Functional: Requirement analysis and documentation. Business data analysis and interpretation. Knowledge of software product operations and vision. Application delivery methodologies and tools. Core Competencies: Continuous improvement mindset. Effective communication and influencing skills. Strong analytical and problem-solving abilities. Customer-focused decision-making. Organizational acumen and strategic thinking. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $94k-175k yearly Auto-Apply 7d ago
  • Sr Client Service Specialist, Merchant Servicing

    Keybank 4.4company rating

    Homeworth, OH job

    Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Hours: 8-5pm EST Job Summary The Senior Client Service Specialist is is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, Embedded Banking, Healthcare, Issuing). The Senior Client Service Specialist will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, updating equipment, rate reviews and be the escalation point for Relationship Managers, as appropriate, and provide overall support business as needed. ESSENTIAL JOB FUNCTIONS Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis. Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues. Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases. Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership. Handle client service requests with efficiency and accuracy keeping the client's needs in mind. Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate. Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system. Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner. Be point of escalation for Relationship Managers. Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly. Create and deliver ad hoc report as requested and appropriate. REQUIRED QUALIFICATIONS Minimum 5 + years in financial services Experience in client escalation management Experience at an acquiring bank/acquirer/ merchant services, direct working experience or understanding from banking of merchant services Strong analytical skills. Excellent problem solving and quantitative skills. Strong internal and external communication skills. Organizational skills, including ability to prioritize work. Must be able to handle fast paced, ever changing work environment. Excellent time management skills. Attention to detail. A team player with proven ability to build strong collaborative relationships with internal partners. Dedicated to exceeding the expectations of clients. Ability to identify inefficient processes, recommend solutions. An ability to change, influence others, and foster teamwork. Proficiency with PCs and standard Microsoft Office software. PREFERRED QUALIFICATIONS Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.) Card issuing Experience with Payments / Embedded Banking, direct working experience or understanding Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $51k-78k yearly Auto-Apply 12d ago
  • KPB Client Relationship Associate

    Keybank 4.4company rating

    Pepper Pike, OH job

    The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. Coordinate officer transitions when team members transition on or off the KPB sales team. Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. Works with team to plan and manage client events, attending as needed. Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (preferred) Work Experience A minimum of 3 years related work experience or equivalent combination of work/educational background (required) Skills General knowledge of financial services and wealth management. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases, and systems. Proficient in all Microsoft Office Applications. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $24.5-37.5 hourly Auto-Apply 11d ago
  • Compliance Manager - Consumer Deposit

    Keybank 4.4company rating

    Brooklyn, OH job

    JOB BRIEF The Compliance Manager will be a member of the Consumer Deposit Compliance team within Compliance Risk Management. They will provide subject matter expertise of federal regulations and second line of defense oversight to various lines of business, with a focus on deposit servicing functions. Additionally, the Compliance Manager will conduct compliance monitoring and testing to ensure compliance risks are mitigated according to Key's Risk & Control Self-Assessment (RCSA) Procedures and applicable policies. The Compliance Manager will research, interpret and assist with applying laws and federal regulations to each applicable line of business processes and systems. ESSENTIAL JOB FUNCTIONS Provide subject matter expertise to the first line of defense, including support of consumer servicing functions across the enterprise. Oversight of first line of defense functions responsible for management of technology/applications supporting deposit products is also applicable for mitigation of compliance risk. Conduct compliance monitoring to proactively identify process improvements or control gaps and facilitate necessary changes. Provide strong oversight to the first line of defense for timely and sustainable remediation of findings, including completion of second line of defense verification activities. Assist with internal and external regulatory compliance exams/audits. Develop relationships of trust and confidence with the designated lines of business. Provide oversight and monitoring of line of business processes, risks and controls. Keep abreast of new laws, regulations and enforcement actions. Conduct applicable gap analyses and facilitate necessary changes. Assist with corporate policy and training development. Educate and provide consultative advice on assigned regulations. Provide independent review and challenge on various line of business activities. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Bachelor's Degree required; Juris Doctorate or Certified Regulatory Compliance Manager (CRCM) preferred. Minimum 5 years of experience as a financial services compliance professional, bank regulator or other comparable legal experience. Demonstrated knowledge of the banking industry, particularly as it relates to deposit product servicing and related systems. Demonstrated knowledge of federal laws and regulations that apply to the designated lines of business including, but not limited to, Regulations E, CC, DD, D, V, E-Sign Act, and UDAAP. Experience with application of consumer protection state laws is also preferred. Strong verbal and written communication skills; ability to work with all levels of management with a focus on collaboration and relationship management. Autonomous, self-motivated, and flexible with the ability to adapt quickly to change or shifting priorities in a fast-paced environment. Experience working on projects or initiatives requiring strategic planning/thinking across multiple functional areas and business processes. Proven ability to work well in a team environment. Strong risk assessment, monitoring, and testing skills. Sound decision-making skills; able to make decisions independently and quickly. Strong research skills coupled with strong problem solving/analytical skills. High level of attention to detail. Desire for continuous learning, including utilization of technology for increased efficiency. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $79k-146k yearly Auto-Apply 14d ago
  • Financial Services Professional/Partner

    New York Life Insurance Company 4.5company rating

    Independence, OH job

    By continuing to be a mutual company, we are uniquely aligned with our clients. By acting with integrity and humanity, we earn their trust and loyalty. New York Life maintains a disciplined investment philosophy. Its guiding principles are consist of maintaining diversification. We do not take outsized stakes in any single investment opportunity, no matter how attractive it may appear and we conduct our own research. As a mutual company, New York Life's investment decisions are not subject to shareholder pressures for quarterly profit gains. We will - and do - forsake the potential of short-term gains to preserve long-term safety. New York Life has the highest ratings for financial strength currently awarded to any life insurer by the four major rating agencies. This is a True Career Opportunity-Excellent Benefits-Full Training-Management Opportunities-The Opportunity to Make a Positive Impact on the Lives of Others. You work for yourself, but not by yourself. Find out why we call ourselves The Company You Keep . Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Insurance Company Financial Professional. At New York Life, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated--self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high quality life insurance, fixed annuities, long-term care insurance and other products for insurance and retirement planning needs. You'll also: b•Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge If interested, contact Erin Thomas-Moore at ************. Additional Information All your information will be kept confidential according to EEO guidelines.
    $54k-88k yearly est. 4h ago
  • Senior Lead Auditor

    Keybank 4.4company rating

    Homeworth, OH job

    The Senior Lead Auditor is responsible for coordinating and completing the three phases of a risk review: Planning, Fieldwork, and Reporting. This includes conducting walkthroughs, interacting with line of business personnel, testing and documenting internal controls, ensuring compliance with laws and regulations, drafting findings and reports, and identifying risks and controls across business functions. The role may also involve leading complex reviews, managing staff, providing feedback, and participating in ad-hoc projects, risk intelligence activities, and training. Essential Functions Conduct and document planning deliverables, testing, audit findings, and audit reports. Present information effectively using intermediate business writing skills. Prioritize and manage multiple assignments, communicate delays, and delegate tasks as needed. Lead or oversee stand-alone and integrated reviews or ad-hoc projects; manage staff and provide performance feedback. Apply intermediate understanding of product, business, industry, and regulatory concepts. Build and maintain relationships with clients and team members across the Risk Review Group (RRG) and KeyBank. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree (preferred) OR equivalent experience (required) Work Experience 3+ years of relevant audit experience (preferred) Skills Conduct independent evaluations of internal processes and controls. Perform walkthroughs, define test steps, and execute control testing. Assist in planning audit engagements and identifying key risks and controls. Evaluate the design and effectiveness of internal controls. Work effectively with team members and stakeholders across the organization. Strong product knowledge and understanding of business, industry, and regulatory concepts. Broad knowledge across business functions. Ability to provide expert advice and consultation within area of expertise. Developing ability to analyze risk intelligence and offer valuable recommendations. Intermediate leadership and communication skills. Demonstrate independence and accountability in completing assignments. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $71k-122k yearly Auto-Apply 6d ago
  • Small Business Specialist 3 - Berea, OH Area

    U.S. Bank 4.6company rating

    Berea, OH job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionResponsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support 3 offices within a 25-minute radius of Berea, OH. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $68k-103k yearly est. Auto-Apply 7d ago
  • CRA Loan Specialist

    Fifth Third Bank, N.A 4.6company rating

    Akron, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Must have at least two years of mortgage lending experience. + Must have an established book of local referral sources. + Must have at least $1 million in monthly mortgage sales. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI - TM1 CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Akron, Ohio 44303 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-109k yearly est. 60d+ ago
  • KPB Trust Officer

    Keybank 4.4company rating

    Brooklyn, OH job

    ABOUT THE JOB (JOB BRIEF) Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients with complex financial needs. Administers complex fiduciary and/or agency accounts with a proactive, disciplined, consistent and comprehensive approach serving as a Fiduciary for Trust administration and post-death activities of fiduciary relationships Analyzes and interprets legal instruments to determine duties and responsibilities of bank Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation Demonstrates awareness of state specific estate and tax planning issues Advises field teams and other partners on internal fiduciary issues Identifies and resolves potential trust and estate tax-related issues Demonstrates and applies sound fiduciary judgment Client Servicing and Retention Engages appropriate centralized support teams for administration or expertise in the delivery of client advice Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards Retains and deepens the relationship with a client including the next generation Sales Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs Fosters close business relationships to develop client loyalty and new business opportunities Leads the relationship development and engagement for beneficiaries Participates in the onboarding process for new clients in partnership with the Relationship Team Seeks new opportunities and engages proper sales partners Participates in relationship reviews as fiduciary expert upon request of field teams Team Collaboration Provides backup and support to other Officers Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts Serves as a resource for the team on projects needed Compliance Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements Anticipates and mitigates risk on assigned accounts Assumes accountability for all delegated fiduciary administrative work on assigned accounts Leadership Teamwork, Respect, Accountability, Integrity and Leadership. Supports business objectives through active advocacy and behavioral adoption Develops and maintains knowledge of Key's investment process and results Participates in KeyCorp's commitment to community REQUIRED QUALIFICATIONS Undergraduate degree or equivalent experience, accounting or finance preferred A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience Demonstrated fiduciary experience Experience working with high-net-worth clients, preferably in a private bank Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers Self-motivated, goal and results driven Demonstrated ability to be accountable for a process and/or delivery from end to end Ability to plan own workflow to meet deadlines PREFERRED QUALIFICATIONS Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people. Ability to interact effectively and collaboratively in a team environment. Ability to work, make decisions and manage client relationships independently while managing competing priorities. Ability to multi-task, quickly change direction and have an independent work ethic. Ability to exercise discretion due to accessing and handling highly sensitive information. Demonstrated attention to detail. Ability to learn and use proprietary software, databases and systems. Proficient in all Microsoft Office Applications COMPETENCIES/SKILLS Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand clients information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships gaining and retaining client's trust and respect. Action Oriented -Is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Business Acumen- Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings. Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile. Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working. Strategic Agility - Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence. EQUIPMENT USED/PHYSICAL REQUIREMENTS Trust Accounting System, CE Desktop, Salesforce, and Microsoft Office Office equipment TRAINING REQUIRED Cannon Level I or II or equivalent preferred Cannon Level III or equivalent optional. On the job and as required to maintain licenses and certifications JOB LOCATION: Brooklyn, Ohio COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/08/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $71k-122k yearly Auto-Apply 7d ago
  • Client Identity and Access Management Product Manager - Commercial and Payments

    Keybank 4.4company rating

    Brooklyn, OH job

    About the Job: We are seeking a results-driven Product Manager to lead Client Identity and Access Management (CIAM) strategy execution for KeyBank's Commercial & Payments channels. This role is pivotal in advancing fraud prevention and client protection by modernizing authentication and supporting the CIAM program. The successful candidate will provide strategic guidance and technical leadership for secure, seamless client experiences. Key Responsibilities: Leadership and Management: Act as SME for identity verification and authentication in Commercial & Payments channels. Lead cross-functional coordination. CIAM Program Execution: Implement CIAM standards and orchestrate authentication flows within commercial banking and payments platforms. Fraud Detection & Risk Management: Define metrics for fraud detection and authentication performance. Analyze account takeover and credential compromise trends; develop mitigation strategies. Documentation & Compliance: Maintain CIAM documentation and strategic roadmap. Support annual review and attestation of CIAM capabilities. Innovation & Continuous Improvement: Stay current on B2B and high-value transaction authentication threats and innovations. Qualifications: Bachelor's degree or equivalent in Business, Technology, or related field; advanced degree preferred. Minimum of 5+ years in identity, access management, fraud, or cybersecurity roles. Experience with authentication orchestration platforms and CIAM tools. Strong understanding of channel-specific client behaviors and risk profiles. Proven ability to manage cross-functional initiatives and vendor relationships. Familiarity with regulatory frameworks (e.g., FFIEC, NIST 800-63). Exceptional communication and stakeholder engagement skills. Preferred Skills: Deep understanding of FIDO standards and non-phishable authentication protocols. Experience implementing multi-factor authentication (MFA) across diverse channels. Knowledge of biometric, possession-based, and behavioral authentication methods. Experience contributing to governance reviews, technical assessments, or advisory forums. Ability to translate authentication risk into actionable business and technical requirements. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. If located near a KeyBank location, the position in the future may work partially from a Key facility. If not located near a Key facility, team will consider remote workers. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/18/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $71k-122k yearly Auto-Apply 11d ago
  • Citizens Banker

    Citizens Financial Group 4.3company rating

    University Heights, OH job

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.50 - $31.78/per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
    $24.5-31.8 hourly Auto-Apply 2d ago
  • Senior Client Servicing Specialist, Cross Sales

    Keybank 4.4company rating

    Homeworth, OH job

    Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, or other KeyBank location they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Hours: 8-5pm EST Job Summary The Senior Client Servicing Specialist, Cross Sales will deliver consultative, cross-solutioning expertise to bank's existing merchant client base. Responsibilities include ownership of the end-to-end sales process and technical proficiency for all merchant product offerings including; standalone terminals and the integration of advanced point-of-sale systems. The ability to drive revenue growth while creating value for all clients will be principal for the achievement of all team and line-of-business sales goals. Added accountability for escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, rate reviews requests, and provide overall support business as needed. Job Functions Demonstrate consultative sales skills for identifying a client's payment acceptance needs and the aptitude to cross-solution accordingly. Ability to negotiate hardware and account pricing relative to current market values. Technical expertise related to third party VAR integration and functionality. Evaluate efficiency opportunities with client processing habits to elevate Card Brand interchange savings. Create value for clients with an in depth understanding of Payment Card Compliance requirements, including safe handling practices of client data. Client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis. Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues. Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases. Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership. Handle client service requests with efficiency and accuracy keeping the client's needs in mind. Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate. Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system. Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner. Be point of escalation for Relationship Managers. Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly. Create and deliver ad hoc report as requested and appropriate. Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice. Complies with all KeyBank policies and procedures, including without limitation, demonstrating professionalism in the workplace, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree or equivalent (preferred) Required Qualifications 3-5+ years in financial services; 5+ years in Merchant Service required; Direct sales and solutioning experience or equivalent Experience in client escalation management Strong analytical skills. Excellent problem solving and quantitative skills. Strong internal and external communication skills. Organizational skills, including ability to prioritize work. Must be able to handle fast paced, ever changing work environment. Excellent time management skills. Attention to detail. A team player with proven ability to build strong collaborative relationships with internal partners. Dedicated to exceeding the expectations of clients. Ability to identify inefficient processes, recommend solutions. An ability to change, influence others, and foster teamwork. Proficiency with PCs and standard Microsoft Office software. Preferred Qualification Experience at an acquiring bank / acquirer / merchant services Tactical Skills Skill in completing assignments accurately and with attention to detail Time Management Ability to maintain effective interpersonal relationships Strong organizational skills able to effectively prioritize assignments and competing deadlines in a fast-paced environmen.t Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/22/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $51k-78k yearly Auto-Apply 6d ago
  • Personal Banking Associate I

    Fifth Third Bank 4.6company rating

    Berea, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banking Associate I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Berea, Ohio 44017 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $81k-109k yearly est. Auto-Apply 60d+ ago

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