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  • Sr Application Penetration Tester

    Keybank 4.4company rating

    Keybank job in Brooklyn, OH

    Serves as a senior technical lead for application security pen tests, secure code reviews, application design reviews, threat modeling, and processes, tools, and security automation for the Corporate Information Security (CIS) Cyber Application and Cloud Defense team. Works closely with cloud, SaaS, and policy as code programs to ensure secure configuration baselines are defined, implemented, and monitored. All associated efforts are to promote and advance information security processes and culture, and must reflect compliance with best practices, applicable federal and industry regulations, as well as company information security policies and standards. Job Description Required Qualifications: Bachelor's degree preferred; equivalent experience of 8 or more years of combined experience within information technology or information security is acceptable Qualified candidate will include 8+ years of broadly based progressive experience in information systems or information security environments or software engineering Qualified candidate must have experience or be well-versed in development technologies such as Java, Node, or .NET frameworks and have a thorough understanding of web application design and frameworks. Qualified candidate must be able to perform comprehensive static, dynamic, and manual application testing following industry-standard testing methodologies and has experience with one or more application review tools such as Snyk, Fortify, Checkmarx, Veracode, Burp Suite, Webinspect, Prisma Cloud, Prisma Compute, Cortex Cloud, CI/CD pipelines, or GitLab security scanners. Ability to be a technical lead for an enterprise-wide information security program and processes related to comprehensive application security testing, secure application design, application threat modeling, cloud security, SaaS security, and AI security. A strong drive to follow new and emerging technologies and application design patterns, assess potential risks, and proactively drive adoption and implementation of appropriate controls by development and infrastructure teams Must be able to use command line tools on Mac workstations. Ability to write shell scripts, python scripts, PowerShell scripts, CI/CD pipeline tasks and implement automation workflows using APIs Ability to build and sustain collaborative relationships with multiple constituencies Ability to translate information security terminology into terms understandable to diverse groups Excellent written and oral communication skills Excellent analytical and problem-solving skills Excellent facilitation and negotiation skills Ability to work independently Ability to multi-task and manage competing priorities Detail oriented Commitment to teamwork Ability to drive Continuous Improvement efforts Preferred Skills Background in application security, application design patterns, DevSecOps practices, cloud security, DevSecOps practices, SaaS security, and AI security Strong technical knowledge of application development practices and ability to work closely with development and infrastructure teams Ability to threat model applications and emerging technologies Knowledge of existing AI design patterns, risks, and controls Knowledge of AI-related attacks and ability to pen test applications using AI technology Able to guide application and infrastructure teams on application security remediation Able to manage development projects with work intake, sprints, and planned releases Background in information security and or organizational communication within the financial services industry Understanding of federal and industry regulations associated with information security, such as Sarbanes-Oxley, HIPAA, GLBA, etc. Understanding of application security and cloud security frameworks and standards, such as NIST, CIS, CSA, OWASP, etc. Knowledge of systems architecture such as network and distributed systems, and or mainframe systems Knowledge of security services such as firewalls, IDS, vulnerability assessment, and authentication Professional certification (GWAPT, OSWE, BSCP, CISSP, or Google Professional Cloud Security Engineer) is desirable Essential Job Function: Conducts comprehensive application security testing Participates in application threat modeling and tabletop exercises Coordinates the development, implementation, and administration of application security policies and standards Coordinates and oversees the work of junior team members in application security Development and other operational tasks to maintain the Application Security testing and DevSecOps program within the Cyber Application and Cloud Defense team Coordinates remediation prioritization and triage efforts for the application security program Coordinates the development, implementation, and promotion of effective information security awareness within the organization with the goal of making all employees, contractors, alliances, and other third parties security aware Monitors compliance with the organization's information security policies and standards among employees, contractors, alliances, and other third parties, facilitating remediation by referring problems to appropriate department managers for resolution Promotes the availability, integrity, and confidentiality of company data, regardless of medium Provides direction, guidance, and opinions regarding information security awareness, communication, policies, and standards Assists with the development of information security training to all employees, contractors, alliances, and other third parties, as required. Ensures sponsored training conforms to existing policies and standards Directs the timely dissemination of information security information Serves as an internal information security consultant and liaison to all areas of the organization as a daily activity Communicate the practical implications of information security decisions, issues, and plans to the organization Monitors advancements in information security methodologies and technologies Monitors changes in legislation standards that may affect information security Participates in enterprise-wide information security architecture discussions, as required Selects and or works with external vendors, outside consultants, and other third parties to improve information security, as required Attends conferences and training as required to maintain proficiency 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: 01/21/2026 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 16d ago
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  • Merchant Senior Client Service Specialist, Installation & Technical Support

    Keybank 4.4company rating

    Remote Keybank 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. Job Summary The Installation and Technical Support Team is part of the Commercial Onboarding & Servicing (COS) ecosystem. COS consists of five functions: Commercialization & COS Capabilities, Commercial Digital, Employee Experience & Issue Resolution, Onboarding and Servicing. We strive for seamless, transparent, accountable client experiences, enabling and deepening client relationships and retention. (COS) is building a sustainable, scalable, and digitally enabled operating model, all while empowering, promoting, and enhancing client and employee experience. At Key Bank, our client relationships are our top priority. We are looking for a dedicated and personable Installation & Technical Support (ITS) advisor to implement, activate and service our clients who are utilizing gateway solutions. The ideal candidate will have a passion for driving results while providing exceptional customer service. Essential Functions Able to train clients during the onboarding process on all aspects of the following third party gateways: Authorize.net, CardConnect, Cybersource, CoreCommerce, Bridgepay, Tempest, Freedom Pay Create and manage servicing tickets, including updating demographic information across Fiserv and KeyBank systems, assisting merchants with DDA changes, and supporting other account maintenance tasks. Assist client through fraud/risk protocol updates on gateway to protect client/bank from fraud losses Create, update and follow client playbook for complete training Provide ongoing client support for payment gateways and terminal devices, ensuring smooth operation, troubleshooting issues, and assisting with configuration and usage. Partner with Product owner on updates and observations; assist in enhancing sales training and value to clients through feedback and reporting Handle escalated servicing requests related to third party gateways; including pricing, downgrades, processing errors, security velocity and appropriate product upgrades/enhancements Create, update and provide appropriate reporting to validate results and value added to clients Create and deliver ad hoc reporting as requested Work Experience Minimum 3 years Merchant Services and/or Acquirer experience required Minimum 3 years of experience working within onboarding, client escalation management, sales experience, specifically customer facing required Knowledge of payment gateway, features and functionalities required Project Management skills, including ability to multitask and prioritize several responsibilities simultaneously Strong written and verbal communication skills Good attention to detail and organizational skills Excellent time management skills An ability to change, influence others, and foster teamwork 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 Preferred Qualifications Experience working with Fiserv and/or Elavon Training clients on Merchant or reseller gateway Proficiency with software like Excel Physical Demands General office environment: 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/Driving Requirements May need to travel to corporate office 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. About Commercial Bank and Merchant Services The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Key Merchant Services supports over 30,000 businesses with secure, scalable payment solutions. We offer flexible processing tools, integrated gateways, industry-specific solutions tailored to client needs, and compliance support to reduce risk and ensure PCI-DSS standards. 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 $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: 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
    $51k-78k yearly Auto-Apply 22d ago
  • Product Portfolio Operations - Performance & Learning

    Jpmorganchase 4.8company rating

    Columbus, OH job

    Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. Job responsibilities Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized Implements a product-level collection strategy consisting of controls, financials, and resourcing needs Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances Lead the automation of manual operational reporting and related processes to improve efficiency Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in program management, performance optimization, or related fields Proven ability to manage and implement operational effectiveness initiatives Proven ability to operate within the product development life cycle and agile methodologies Demonstrated success in managing and executing operational effectiveness initiatives Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements Exceptional analytical and problem-solving skills, with a keen attention to detail Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously Proven ability to build strong relationships and collaborate effectively across cross-functional teams and stakeholders Proficiency in leveraging data and analytics to inform decisions, measure outcomes, and drive continuous improvement Ability to thrive in a fast-paced, dynamic environment and adapt to shifting priorities Preferred qualifications, capabilities, and skills Familiarity with relevant technologies, tools, or platforms (such as AI/ML, automation, or portfolio management software) is a plus In-depth knowledge of operations, reporting, and business analysis best practices Experience driving process improvement initiatives with a strong focus on risk management and control frameworks Proficiency in leveraging automation and data analytics tools to optimize business processes while being skilled at synthesizing complex information and presenting it in a clear, concise manner Outstanding verbal and written communication skills, with the ability to engage executive and cross-functional audiences effectively Highly adaptable and flexible, with the ability to thrive in fast-paced and evolving environments Commitment to ongoing professional development and staying current with industry trends and best practices
    $104k-138k yearly est. Auto-Apply 7d ago
  • Transactions Specialist I - Plastics Warehouse

    Jpmorganchase 4.8company rating

    Westerville, OH job

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards Validate daily material quality and output quality Reconcile Input vs. Output utilizing basic math Create manifest and production turn over reports Required qualifications, capabilities, and skills Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts Meet and maintain Quality and Productivity standards Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions Prioritize assigned work daily based on client Service Level Agreements Participate and maintain departmental work area maintenance Basic computer skills and document preparation Comfortable cross training and learning multiple department responsibilities Work Schedule: 2nd Shift Monday - Friday 1:30pm - 10:00pm
    $59k-84k yearly est. Auto-Apply 26d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Pepper Pike, OH job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $52k-90k yearly est. 1d ago
  • Project Manager - Operations Program Support

    Jpmorganchase 4.8company rating

    Columbus, OH job

    Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
    $79k-96k yearly est. Auto-Apply 29d ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH job

    JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.
    $54k-86k yearly est. Auto-Apply 53d ago
  • Quant Analytics Assoc - Model Risk

    Keybank 4.4company rating

    Keybank job in Cleveland, OH

    ABOUT THE JOB (JOB BRIEF) As a Quantitative Analytics Associate, under supervision, you will be responsible for the independent validation and review of the bank's various risk models. This role is intended to ensure that models are functioning properly, comply with regulatory requirements, and associated risks are accurately identified, measured, and reported to senior management. Specifically, you will be performing in-depth validations and reviews of new and existing models used across the bank, including those designed for mitigating of Fraud Risk, Compliance Risk (such as AML, OFAC), Credit Risk (such as CECL), Market Risk/Treasury/Liquidity Risk, etc. ESSENTIAL JOB FUNCTIONS Perform hands-on quantitative model validation/review under supervision. This includes testing the model's conceptual soundness, data accuracy, methodology, and ongoing performance through techniques, such as back-testing, benchmarking, sensitivity analysis, stress testing, etc. Provide an effective challenge throughout the model validation/review to ensure that models are robust, and all assumptions and limitations are justified Present findings, weakness and/or observations identified from the validation/review to model developers/owners to ensure executable finding remediations Prepare detailed validation reports and memos that document the validation approach, findings, and conclusions REQUIRED QUALIFICATIONS Bachelor's degree in statistics, mathematics, economics, financial engineering, data sciences, predictive modeling, or other quantitative disciplines One year of relevant analytics or modeling experience, or a graduate degree in a related field Experience in data handling, performing data transformations and data cleaning. Experience in statistical testing and root-cause analysis Experience in traditional and AI/ML model development or validation, with a good understanding of quantitative modeling methods (including AI/ML algorithms) used for various risk predictive models, such as fraud risk, AML risk models, etc. Proficiency in programming languages such as Python, R, SQL or SAS Excellent written and verbal communication skills to clearly articulate complex technical findings to both technical and non-technical stakeholders EXPECTED COMPETENCIES Leadership: Will work under supervision; Starting developing skills to solve various problems independently and communicate effectively Partnering / Influencing: Strong relationship building ability; Strong interpersonal skills; Developing ability for effective discussion with business partners, technology, etc. Business Acumen: Developing understanding of business operation, key drivers of financial results and business impact; Developing knowledge of our competition and industry; Possesses intellectual curiosity Critical Thinking / Problem Solving: Leverages critical thinking and business acumen to provide solutions to increasingly more complex problems; Understands impacts / intersections with other business partners / LOBs; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision Communication: Strong writing skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders, with the right amount of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 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: 12/28/2025 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
    $68k-103k yearly Auto-Apply 37d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase 4.8company rating

    Columbus, OH job

    Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. **Job responsibilities** + Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. + Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. + Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. + Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. + Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. **Required qualifications, capabilities, and skills** + Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. + Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. + Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. + Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. + Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. **Preferred qualifications, capabilities, and skills** + Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. + Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. + Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. + Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. + Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. + Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. Same Posting Description for Internal and External Candidates JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $74k-120k yearly est. 3d ago
  • AI Risk Advisor

    Keybank 4.4company rating

    Keybank job in Brooklyn, OH

    Title: AI Risk Advisor The AI Risk Advisor serves as an embedded resource within the AI Center Of Excellence to guide the model owners in drafting proposals, preparing validation evidence, and aligning with governance standards, supporting the line of business and model owners in responsibly adopting AI. This role ensures that AI initiatives meet governance, risk and compliance standards while enabling scalable and ethical innovation. Essential Functions: Facilitate responsible, risk-aware AI/ML lifecycle across the firm aligning with internal standards and regulatory expectations, with a particular focus on Generative AI adoption. Evaluate AI vendor proposals for feasibility, risk appetite alignment, data privacy, and ethical standards. Guide team responsible for AI solutions in preparing model validation documentation, including conceptual soundness, data quality, and outcome analysis benchmarks, as applicable. Vet the viability of execution with available tools and resources. Assess compliance risks related to model transparency, training data provenance, intellectual property, privacy, regulatory obligations, and contractual rights. Establish responsible AI & ML best practices aligning with risk management expectations, with a particular focus on Generative AI. Provide hands-on support for second-line engagements including but not limited to documentation and testing automation. Consult on enterprise AI governance including relevant first-line governing documents (e.g., acceptable use and risk appetite). Curate and author relevant curriculum and training content for developers and business-line adopters. Support and execute change management strategies and enterprise-wide AI acumen building. Provide feedback on business case clarity, feasibility, and alignment with enterprise goals. Experience: Bachelor of Science in Artificial Intelligence, Machine Learning, Computer Science, Data Science, Information Systems or Business Analytics (or related field) 5-10 years progressive related experience in risk management, model, analytics, business intelligence, data and/or AI. Understanding of AI/ML lifecycle, model risk, and governance frameworks. Applied research in the areas of emerging methods including natural language-driven system design, evaluation, and monitoring. Demonstrated experience in evaluating the performance of language-based models. Experience in vendor evaluation, risk assessment, and regulatory compliance. Familiarity with AI-enablement tools like Google Vertex AI, Copilot Studio, and ServiceNow is a plus. Skills: Communication and consulting skills: Effectively communicate with technical and non-technical stakeholders at all levels (both verbal and written) to bridge technical and business domains. Influence: Influence decisions at multiple levels using insights and data to support your recommendations. Data Governance: Applying policies, standards, and practices to ensure data quality, integrity, security, and compliance across the organization. Problem-Solving: Identifying issues, analyzing root causes, and developing practical solutions using critical thinking. Requirements Analysis & Feasibility Assessment - Translating complex business needs into technical solutions and ensuring their viability. 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. Driving/Travel: Not applicable 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: 01/26/2026 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 8d ago
  • KPB Trust Officer

    Keybank 4.4company rating

    Keybank job in Brooklyn, OH

    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 23d ago
  • Lead Business Analyst

    Keybank 4.4company rating

    Keybank job in Brooklyn, OH

    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 23d ago
  • Marketing Strategy-Program Management-Executive Director-Marketing Services Transformation

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH job

    JobID: 210686106 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$245,000.00 This team is responsible for working with Product and Technology and the marketing teams to build and manage marketing enhancement Backlog. Responsible for communicating roadmap, participating in discovery sessions, and managing change. Will present progress to Senior Leaders across Consumer and Community Banking marketing, collaborate with transformation office on new opportunities and manage AI implementation programs. As the Marketing Strategy-Program Management-Executive Director on the Marketing Services Transformation team, you should be a visionary and an accomplished Marketing Program Manager with deep expertise in technology, product backlog management, and potential AI expertise. You will lead high-impact, cross-functional programs, driving innovation and operational excellence across Marketing channels. You will possess advanced leadership and presentation skills, a proven ability to manage complex product portfolios, and a track record of delivering transformative business results. Job Responsibilities * Provide oversight and strategic direction for large-scale, multifaceted programs that advance organizational objectives and marketing transformation. * Oversee the management of product backlogs, ensuring prioritization aligns with business goals and market opportunities. Champion the adoption of cutting-edge technologies, including AI and automation, to drive competitive advantage. * Lead the end-to-end delivery of complex programs, from ideation through execution, change management, and post-launch performance analysis. * Translate high-level business requirements into actionable strategies and detailed roadmaps, integrating cross-product evaluation, impact analysis, and risk management. * Present program updates, strategic recommendations, and risk assessments to C-suite executives and CMOs, leveraging advanced presentation skills to influence decision-making. * Build and maintain strong relationships with senior leaders, technology partners, and key stakeholders to ensure alignment and successful program outcomes. * Drive the integration of AI solutions and digital transformation initiatives, fostering a culture of innovation and continuous improvement. * Mentor senior program/project managers, product owners, and business analysts, promoting best practices in agile methodologies, technology adoption, and leadership. * Proactively identify, assess, and mitigate risks, navigating ambiguity and leading the organization through change with resilience and strategic foresight. Required qualifications, capabilities, and skills * Minimum of 10 years of progressive experience in program or product management, with significant exposure to technology-driven environments and executive leadership. * Bachelor's degree (BA/BS) in Business, Technology, Engineering, or a related field. * Demonstrated expertise in product backlog management, agile methodologies (e.g., JIRA, Confluence), and technology transformation. * Proven experience implementing AI solutions and automation strategies within large organizations. * Exceptional analytical, strategic thinking, and decision-making skills, with the ability to translate complex requirements into actionable plans. * Advanced presentation and communication skills, with a history of influencing executive stakeholders and driving consensus at the highest levels. * Strong leadership, relationship building, and organizational skills, with a track record of mentoring senior teams and fostering a culture of innovation. * Deep understanding of risk management, crisis resolution, and change management in dynamic, fast-paced environments. Preferred qualifications, capabilities, and skills * Master's degree, MBA, or equivalent advanced degree strongly preferred. * Extensive experience leading digital transformation initiatives and managing complex, multi-product portfolios. * Advanced knowledge of AI, machine learning, and emerging technology trends. * Proven ability to deliver measurable business results through strategic program management and technology adoption. * Expertise in Adobe Products and content supply chain implementation.
    $152k-245k yearly Auto-Apply 41d ago
  • Private Client Banker

    Keybank 4.4company rating

    Keybank job in Mansfield, OH

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs 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 Qualifications High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. #LI-CF1 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. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. 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_**********************.
    $24.5-37.5 hourly Auto-Apply 58d ago
  • J.P. Morgan Wealth Management - Field Performance & Incentives Specialist

    Jpmorganchase 4.8company rating

    Ohio job

    At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients. As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management. Job Responsibilities Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism. Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders. Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls. Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support. Identify process improvement opportunities and contribute to the development of best practices for inquiry management. Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. 3+ years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Service-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience supporting financial advisors or working in a wealth management environment. Familiarity with incentive programs, credited revenue, or net new money processes. Proficiency in Excel and experience with inquiry tracking or case management systems. Employer Description Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support. Organization Description Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
    $37k-63k yearly est. Auto-Apply 11d ago
  • First Party Recovery Collections Specialist

    Keybank 4.4company rating

    Keybank job in Brooklyn, OH

    Training Schedule & Location: Training is conducted the 1st three weeks of employment. 100% on-site Monday - Friday 8am - 5pm ET Schedule & Shift after Training: Required in-office 2 days per week on Wednesday & Friday Monday - Thursday: 12:30pm - 9:00pm ET Friday: 8:00am - 4:30pm ET Every Other Saturday: 4 hours between 8:00am and 2:00pm ET All equipment is provided. Job Summary First-Party Recovery Collector is responsible for managing and recovering delinquent accounts that are still owned by the bank. This role involves contacting customers to resolve past-due balances, negotiating payment arrangements, and ensuring compliance with banking regulations and internal policies. The ideal candidate will demonstrate strong communication skills, empathy, and a commitment to helping customers find solutions to resolve their financial obligations. Individuals will spend 90% of their day on the phone with our customers trying to negotiate a payment or enter into a settlement agreement. The other 10% is documenting calls and training/meetings. Key Responsibilities Contact customers via phone, email, and written correspondence to collect on delinquent accounts. Negotiate payment plans and settlements in accordance with bank policies. Document all collection activities accurately in the bank's systems. Educate customers on account status, payment options, and consequences of non-payment. Collaborate with internal departments (e.g., customer service, fraud, escalations) to resolve account issues. Monitor and follow up on payment arrangements to ensure compliance. Maintain knowledge of federal and state collection laws, including FDCPA and other applicable regulations. Meet or exceed monthly recovery targets and performance metrics. Handle sensitive customer information with confidentiality and professionalism. Minimum Qualifications & Requirements High school diploma or equivalent is required Minimum 1 year of experience in a customer service/collections call center is required Strong negotiation skills and communication skills to highlight the benefits of customers paying their debt Ability to follow a schedule that is set by management for breaks and lunches and to limit time away from the phones when scheduled Ability to work in a fast-paced, goal-driven environment Proficiency in Microsoft Office and collection software systems is a plus Knowledge of banking regulations and recovery practices is a plus COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 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: 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
    $18.8-24.5 hourly Auto-Apply 5d ago
  • Quant Analytics Senior Associate

    Keybank 4.4company rating

    Keybank job in Cleveland, OH

    ABOUT THE JOB (JOB BRIEF) The Senior Quantitative Analytics Associate is primarily responsible for using statistics, advanced mathematical techniques, and/or computer science to validate predictive and machine-learning models for specific business needs at an advanced level. The Senior Quantitative Analytics Associate leverages advanced mathematical knowledge and analysis to provide solutions to predictive and prescriptive questions such as “What will happen next?” and “What will we do?”. Projects undertaken by the Senior Quantitative Analytics Associate are often broad in scope across multiple business segments (including but not limited to Market Risk/Treasury/Liquidity, Credit Risk, Compliance Risk, Fraud, etc.) and involve model building / maintenance and “connecting the dots” between analyses, conclusions, partner needs, and/or strategy. Success factors include: evaluating advanced models to meet changing business needs or in response to trends and strategy; exercising functional knowledge in analytical programming languages, data literacy, and model validation to deliver predictive analysis to inform business problems; leading conversation with partners, delivering the right message and translating complex theories and ideas into easy-to-understand language; and serving as an emerging leader and role model across team. ESSENTIAL JOB FUNCTIONS Use critical thinking to develop insights and deliver predictive analysis that answers business problems related to “what will happen next?” Develop, design, and/or leverage advanced modeling approaches, standard techniques for data inference and performance, and algorithms / models Identify and anticipate business need; obtain the right information Deliver the right message to partners using past trends to predict future behavior and linking conclusions based on analyses to business impact Navigate model approval process as needed Make process improvement suggestions Be an emerging leader across the team: Serve as a role model to others; provide input to work product of junior staff; Help others to develop, publish, and customize models Identify and employ best practices REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in statistics, mathematics, economics, financial engineering, data sciences, predictive modeling, or other quantitative disciplines and at least 3 years of relevant experience; or Bachelor's degree (or its equivalent) in statistics, mathematics, economics, financial engineering, data sciences, predictive modeling, or other quantitative disciplines and at least 5 years of relevant experience DATA LITERACY Working knowledge of: Different types of data and techniques for managing these data structures Ability to: Assist / guide others in information retention, coordination with data stewards, and anticipation of process/procedure needs Link conclusions based on data analysis to business impacts Define processes for integrating and repurposing data analyses TECHNOLOGY & TECHNIQUES Advanced Microsoft Office Suite SQL/NoSQL Relationship data structure Selecting and retrieving data including unstructured data retrieval, archival, and ETL Databases Advanced Python/R/SAS: Databases Efficient coding Can build strong code controls and translate code into high-level commentary Understanding of and ability to leverage: Cloud-based computing Distributed computing MODEL VALIDATION Understands and can leverage: Optimization techniques and supporting numerical analysis requirements in algorithms / models Ability to: Interpret performance and reliability of assumptions; identify when to escalate Leverage and lead the design of advanced modeling approaches Develop / design standard techniques for data inference and performance perspectives Determine use requirements based on business processes Identify and employ best practices in implementation EXPECTED COMPETENCIES Leadership: Emerging leader across team; Role model to others - may coach and develop; Provides direction/mentorship to junior staff Partnering / Influencing: Proven relationship building ability; Strong interpersonal skills; Can lead the conversation with partners in the business, technology, etc.; Sought out to by business partners and team members; May coach and develop relationship building skills in others; Developing comfort with influencing and consulting typically with mid-level leaders Business Acumen: Understands assigned LOB strategy; Knows our competition and industry; Possesses intellectual curiosity; Understands key drivers of financial results and business impact; Aware of the competitive environment Critical Thinking / Problem Solving: Leverages critical thinking and business acumen to provide solutions to increasingly more complex problems; Understands impacts / intersections with other business partners / LOBs; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision Communication: Strong writing skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders, with the right amount of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present; Demonstrated presentation development and delivery skills; Ability to create presentations that include the right data / information and tell the right story 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: 12/14/2025 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
    $94k-175k yearly Auto-Apply 41d ago
  • Project Manager in Data and Analytics Team (Operational Activities for Strategic Projects and Initiatives)

    Keybank National Association 4.4company rating

    Keybank National Association job in Brooklyn, OH

    The Project Manager leads small/mid-size projects or phases of a larger project, which usually impact a Line of Business (LOB) and/or functional areas. They take projects from planning through final implementation using standard project management and change management and risk management methodologies and concepts. The role is responsible for setting expectations for project stakeholders through planning activities and maintains transparency via communication & reporting channels. The Project Manager establishes and maintains a collaborative trusted advisor relationship. This specific role will streamline and execute key operational activities for employee engagement, event planning and logistics, onboarding coordination, internal website design and maintenance, in-person meeting assistance, and organizational email box orchestration. Essential Functions * Works with business leader to define scope; manages project scope, scope changes, objectives, requirements, deliverables, and value proposition that support the diverse business goals and interests of multiple stakeholders. * Develops integrated project plan; identifies and manages project dependencies and critical paths; and tracks/reports project checkpoints as well as status while adhering to project policy standards; ensures potential impacts to external client experience are addressed in project solution/plan. * Understands various project delivery methodologies such as waterfall, agile, etc. Feels comfortable coordinating with all types of projects. * Leads communication planning, execution and reporting with project team members; liaises with key stakeholders. * Develop change management planning, design and implementation including communication and training. * Identifies, tracks, escalates and resolves issue conflicts; performs impact analysis and prioritization; manages dependencies and track/monitors; and escalates risk with corrective/mitigating actions. * Supports business case development; performs project initiation activities; and administers project checkpoints to drive delivery and mitigate/resolve bottlenecks. * Responsible for gathering estimates from resources needed to achieve project goals; tracks utilization; determines and assesses need for additional staff and/or vendors; may support on/off-boarding; and monitors/manages performance for vendor labor resources. * Responsible for project budget and financials continuously throughout project. Able to facilitate and execute budgetary requests independently, while adhering to project and company standards. * 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 * Minimum 3 years of relevant experience (required) Skills * Experience with effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. * Working Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. * Working Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. * Working Knowledge of techniques to successfully effect change in an organization and ability to manage the successful and smooth transition from current to desired culture, practices, structure, and overall organizational environment. * Extensive Experience with effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. * Working Knowledge of effective team building techniques; ability to form and manage effective teams. * Working Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there. * Working Knowledge of project planning; ability to utilize a variety of specific tools and techniques for planning, estimating, resourcing and scheduling IT projects. * Working Knowledge of project control and reporting; ability to monitor the vital signs of an IT project while managing its progress and delivery schedule. * Working Knowledge of major tasks, deliverables, and formal application delivery methodologies; ability to utilize these in order to deliver new or enhanced applications. * Working Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. 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. Work Location Category * Hybrid (2+ days) Minimum of two days a week in office however there may be additional days needed based on business needs and onsite events. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 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: 12/23/2025 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
    $68k-103k yearly Auto-Apply 15d ago
  • Summer 2026 Commercial Bank Internship - Cleveland

    Keybank 4.4company rating

    Keybank job in Cleveland, OH

    If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience. The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively. Program Duration: MAY 27, 2026 - AUGUST 7, 2026 What does our Internship Program offer? Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice. Commercial Banking Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance. About the Internship As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well. Job Responsibilities Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities Receives the training, mentorship, and engagement with senior leaders needed to learn the industry Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027 Outstanding academic achievement (minimum undergraduate 3.3 GPA) Demonstrated leadership and teamwork from past work experience and/or extracurricular activities Strong analytical, problem solving, and critical thinking skills Highly motivated with a strong work ethic Outstanding interpersonal, communication and presentation skills Proficiency in Excel and PowerPoint Professional conduct Compensation and Benefits This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus. KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus. 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: 01/09/2026 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
    $18-22.6 hourly Auto-Apply 28d ago
  • Key Private Bank Associate Relationship Manager

    Keybank National Association 4.4company rating

    Keybank National Association job in Columbus, OH

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Responsibilities * Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. * Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship. * Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan. * Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. * Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. * Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. * Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. * Participates in Community organizations to demonstrate Key's commitment to the local community. * Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. * 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 Qualifications * Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications * Minimum of 3 years of financial services related experience required Licenses and Certifications * FINRA 7 and 66 (or 63 & 65) (preferred) Tactical Skills * Excellent client relationship and superior partnering skills. * Deep knowledge of financial products and banking regulations. * Established excellent written and verbal communication skills. * Experience in working with high-net-worth individuals and their financial issues preferred. * Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred. * Sales or customer service experience. Personal Skills * Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals * Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process * Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity * Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints * Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence * Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding * Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills * Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes * Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures 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 routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 05/31/2025 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, disability or veteran status. 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_**********************.
    $36k-68k yearly est. Auto-Apply 60d+ ago

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