Post job

KeyBank jobs in Albany, NY - 246 jobs

  • Key Private Bank Client Relationship Associate

    Keybank National Association 4.4company rating

    Keybank National Association job in Albany, NY

    The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions * Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. * Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. * Owns follow up after client meetings on takeaways and next steps. * Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. * Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. * Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. * Coordinate officer transitions when team members transition on or off the KPB sales team. * Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed. * Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. * Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). * Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. * Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). * Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. * Works with team to plan and manage client events, attending as needed. * Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue. * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education * Bachelor's Degree or equivalent experience (preferred) Work Experience * 3 years related work experience or equivalent combination of work/educational background (required) Skills * General knowledge of financial services and wealth management. * Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. * Ability to exercise discretion due to accessing and handling highly sensitive information. * Ability to learn and use proprietary software, databases, and systems. * Proficient in all Microsoft Office Applications. Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands * General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel * Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 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
    $24.5-37.5 hourly Auto-Apply 28d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Cash Management Advisor

    Keybank 4.4company rating

    Keybank job in Albany, NY

    Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client needs and participate in various aspects of client management, including calling via conference call and relationship reviews for clients with basic to complex cash management needs. Responsibilities Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship Managers (BBRMs) and development of their own center of influence (COI) networks Develops and manages sales planning activities through the year Capitalizes on referrals from inside sales and/or client service managers Stays up to date on Core Business Banking client relationships and client needs; maintain fluid communication with internal partners to provide seamless service to clients and prospects; refers potential business growth opportunities to segment specialty teams Provides strategic consultation to existing high-value clients and prospects on working capital management processes and optimized cash flow structures Will identify specific payment products functionality and features, translating those back into a consultative pitch that meets the business's working capital needs 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 or equivalent in working experience required. Experience Qualifications A minimum of 3 years' cash management experience in a banking environment required. A minimum 3 years' success in a client focused environment with aggressive growth and service goals required. Tactical Skills Strong financial acumen including the ability to read and understand income statements Exceptional negotiating and closing skills Strong communication skills Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Persuasion: Describes the importance of listening to communicate for impact and selects most appropriate communication approach depending on message and audience Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Practical Skills Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Routine and frequent travel to include overnight stay. 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. Job Posting Expiration Date: 11/30/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, 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_**********************.
    $71k-122k yearly Auto-Apply 60d+ ago
  • Branch Operations Lead - Albany, NY

    Jpmorganchase 4.8company rating

    Albany, NY job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings.
    $95k-124k yearly est. Auto-Apply 22d ago
  • International Payments Associate

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210695569 JobSchedule: Full time JobShift: Base Pay/Salary: NY $90,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities * Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models * Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research * Develop an understanding of clients' Treasury cash management structure and objectives * Coordinate with product partners to develop comprehensive Treasury solutions * Develop and understand competitors' products and positioning within the client & market * Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately * Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills * Bachelor's Degree * Three+ years' relevant banking and treasury experience * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures * Proficiency in Microsoft Office (PowerPoint, Excel and Word) * Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills * Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions * Sales, portfolio management or relationship management experience * Qualitative and quantitative skills
    $90k-120k yearly Auto-Apply 10d ago
  • Executive Administrative Assistant

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210699633 JobSchedule: Full time JobShift: Base Pay/Salary: NY $30.14-$48.56 Become an integral part of the Commercial Investing Global Equities team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant supporting the Commercial Investing Global Equities team, you will provide high-level administrative support to senior leaders, ensuring efficient daily operations and upholding the firm's standards of professionalism and confidentiality. You will provide high-level administrative support to senior leaders within the Global Equities team at JPMorgan. You will manage complex calendars, coordinating meetings and travel, handling confidential communications, and supporting daily team operations. Job responsibilities: * Maintain complex and detailed calendars * Screen incoming calls and determine the level of priority, while using caution in dispensing information * Manage the coordination and logistics of both internal and external meetings * Arrange and coordinate complicated domestic and international travel * Organize all aspects of internal and external events, including catering and transportation * Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines * Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access * Produce high quality emails and messages to individuals at all levels of the organization * Maintain department documents, including current organizational charts and Executive Bio's * Handle regular activities without prompting, and advise in advance with issues or delays * Assist in editing spreadsheets and presentations, including printing and binding, for client meetings Required qualifications, capabilities and skills: * Strong organizational and multitasking abilities * Excellent verbal and written communication * Professionalism and discretion * Collaborative and proactive approach * Adaptability in a fast-paced environment * Proficiency in Microsoft Office Suite Preferred qualifications, capabilities, and skills: * Experience supporting at the Managing Director level (or equivalent) or above * College degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
    $30.1-48.6 hourly Auto-Apply 3d ago
  • 2026 Community Branch Internship Program - Upstate NY, Albany

    M&T Bank 4.7company rating

    Albany, NY job

    The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Primary Responsibilities:** + Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers. + Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work visa sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Proficiency in pertinent software, particularly spreadsheet software + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Albany, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $18-28 hourly 20d ago
  • Markets Liquidity Research & Analytics, Vice President

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210700152 JobSchedule: Full time JobShift: Base Pay/Salary: NY $107,350.00-$215,000.00 Are you passionate about navigating complex financial environments and advancing liquidity risk management at a global bank? The Commercial and Investment Bank Treasury is seeking a motivated professional to join the Liquidity Methodology and Analytics team, where you will innovate and develop new approaches to liquidity risk. As the Commercial and Investment Bank Treasury Liquidity Research Vice President, you will partner with business, risk, and technology teams to provide subject matter expertise on liquidity risk, market dynamics, and regulatory developments to help ensure liquidity frameworks are aligned with regulatory requirements and internal policies. This role will require managing relationships with Liquidity Risk Technology, Regional Treasury teams, Corporate Treasury, Liquidity Risk Management, Quantitative Research and Product groups to prepare and present analysis, findings, and recommendations to senior management and governance committees. Importantly, this role will provide you with exposure and responsibility across varying levels of management across the firm and is an excellent opportunity for a candidate who is interested in a strategic view of the Commercial and Investment Bank 's activity and who has a keen interest in capital markets, liquidity risk management and funding. Job responsibilities * Build-out of analytics framework to enhance the firm's ability to evaluate and manage liquidity across the Markets businesses * Read and understand interpretation of regulatory liquidity policies and be able to think clearly about and articulate the application of these rules to Commercial and Investment Bank markets business * Participate in industry groups to stay up to date on changes in the industry or regulatory landscape * Face off with regulators to present and defend liquidity stress methodologies and frameworks * Support ad-hoc projects and analyses as needed by senior management, strategic, or regulatory initiatives * Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field; advanced degree preferred. Required qualifications, capabilities and skills * 7+ years of experience in Treasury, Risk, Markets, or related financial services roles, with a focus on liquidity risk or analytics. * Strong understanding of financial markets, products, and liquidity risk concepts. * Experience with liquidity risk modeling, stress testing, and regulatory frameworks (e.g., LCR, NSFR, 5G, etc.). * Proficiency in data analytics tools (e.g., Python, SQL, Excel, Tableau) and familiarity with automation solutions. * Excellent communication, presentation, and stakeholder management skills. * Ability to multi-task, prioritize well under fast-paced and dynamic environment, deliver prototype solutions with commitment to deliver under tight deadlines. * Ability to deliver solution-oriented work that reflects independent and pro-active consideration of issues.
    $107.4k-215k yearly Auto-Apply 2d ago
  • Asset Management - Tax-Smart Portfolio Manager - Associate

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210699614 JobSchedule: Full time JobShift: Base Pay/Salary: NY $150,000.00-$222,000.00 The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Your responsibilities will include: * Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients. * Ongoing oversight of portfolio and strategy level performance and attribution * Translating research into actionable and investable systematic investment processes and portfolios * Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms Required qualifications, capabilities and skills: * 2-5 years of full-time relevant work experience * Strong data and analytical skills * Experience with portfolio optimizers and risk models * Detail oriented and process driven * Strong communication skills * Exposure to long-short Investing, UMA * Experience with tax optimization * Familiarity with separately managed accounts * Progress towards MBA, CFA and/or equivalent * Python skills for analytics and process improvements Preferred qualifications, capabilities and skills: * Exposure to long-short Investing, UMA * Experience with tax optimization * Familiarity with separately managed accounts * Progress towards MBA, CFA and/or equivalent * Python skills for analytics and process improvements
    $150k-222k yearly Auto-Apply 4d ago
  • Technical Account Manager

    Keybank National Association 4.4company rating

    Keybank National Association job in Albany, NY

    * 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 3 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. * Available for East Coast meetings, required About the Job KeyBank Embedded Banking Technical Account Managers (TAMs) work with technical client representatives to understand, code to, test, and support technical integrations between client and KeyBank provided software services. TAMs assist clients in both setting up API integrations and in the design of their overall technical system design. TAMs work closely with clients from the time they begin onboarding with Key to ensure they can successfully launch their integrated services with the bank, then support the evolution and expansion of that technical relationship over time. Essential Job Functions * Negotiate win-win solutions, fostering an atmosphere of respect and accountability. * Work with KeyBank sales and product teams to prepare technical solution architecture, pricing, proposals, and implementation plans and provide overview to API based clients. * Guide Client implementation and Ongoing Servicing for API products and services * Document and present overview of proposed solutions for client banking, underwriting, processing, reporting, and servicing * Assist other product and solutions engineers in creating practical demonstrations of the proposed solutions and demonstrating them to other members and the customer. * Analyze current technologies used within the customer environments and map solutions with steps and processes for improving products and solutions over time. * Help craft product, utilizing your in-depth knowledge and understanding of the product(s), customers, end-users, and subject matter expertise within PayFac, ISV payments, Merchant Onboarding/Acquiring, API based Commercial Account Reporting, Account Validation, Payment Origination, Webhooks, and Virtual Account Management (VAM), and/or Omni-channel digital experiences. Work with stakeholders and Engineering to thoroughly document features, epics and stories with good acceptance criteria. * Support and guide the Agile process. Contribute to Agile meetings: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective. * Facilitate the creation and monitor the execution of initiatives, epics, tasks, and timelines, keeping these measurable and achievable. * Collaborate effectively across multiple cross-functional teams, including Sales, Product Owner, SMEs, Marketing, Legal, Compliance, Data Analytics, Engineering, and Design REQUIRED QUALIFICATIONS Education * Bachelor's degree or higher * Degrees in a technical field information management, computer science, physical sciences including coursework in technical systems management, IT, software or electrical engineering, or similar field highly preferred Work Experience * Minimum 7 years experience in solutions engineering * Minimum 3 years of integrated merchant acquiring and/or payment facilitation products experience * Experience building fintech products within a larger enterprise banking environment, including functional, compliance and operational aspects with a high level of detail * Experience working with one or more transaction system in an api based facilitation model (ACH, Real-time payments - including either card network or Fed systems, Wire transfer, etc.) * Industry expertise and strong business acumen in Small Business and Commercial Banking, as well as payments * Experience working with ERPs and Treasury Management System integrations Competencies / Skills * Deep understanding of API Technology including mTLS Certificate exchange including API design and integration standards, common formats and associated tools (postman, .json format, etc.) * Knowledge of merchant acquiring and servicing, PayFacs, Payment Processing, and the related technologies. * Conceptual understanding of database structure and data management practices * Ability to conduct error resolution forensics (diagnostic support for API errors, testing of multiple integration point systems or funds flows) * Agile Process Experience * Demonstrated ability to communicate clearly and effectively with clients across multiple formats, including leading client‑facing meetings and producing high‑quality written and slide‑based deliverables. * Entrepreneurial attitude with a high adaptability, where you've shifted between any of these "roles" regularly: Product, Technology, Delivery. * Executive presence & communication. Experience collaborating and driving consensus across multiple levels of a complicated environment. * Strong ability to triage effectively, with sound judgment in determining when to take initiative independently and when to engage additional team members for collaboration * Shows a high level of collaboration, partnering effectively with others to deliver strong client results. * Ability to use proprietary developer portal * Experience with various technical tools as needed (postman, SQL query managers, IDEs, testing tools, etc., as well as access to bank systems and third party payment management platform on an as-needed-by-client basis) Training Required * All necessary training will be provided by Embedded Banking Client Success team following start date (on the job training) 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 * Travel to corporate office, client locations or for industry conferences as needed Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $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: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $94k-175k yearly Auto-Apply 7d ago
  • Financial Crimes - Senior Data Scientist

    Keybank National Association 4.4company rating

    Keybank National Association job in Albany, NY

    ABOUT THE JOB (JOB BRIEF) Under manager's supervision, the Senior Data Scientist is primarily responsible for conducting quantitative modeling and analytics of financial crimes. Leveraging both current and emerging technologies and applications, this role covers all key aspects of model development and analytics, i.e. data identification and gathering, methodology/technique selection, performance assessment, documentation, and ongoing monitoring. ESSENTIAL JOB FUNCTIONS * Under manager's oversight, perform a broad range of quantitative works, including model development and ad hoc analytics to address financial crime compliance needs in AML/BSA/OFAC * Research, compile and evaluate large sets of data to assess quality and determine suitability for model building * Develop/maintain internal models and test/configure vendor solutions to ensure conceptually sound design, proper implementation, and acceptable model performance * Document model development process and outcomes properly and support model validation and review * Employ innovative techniques to drive continuous improvements in model effectiveness and efficiency, e.g. reducing false positives * Proactively develop and build technical skills and business knowledge; and effectively collaborate with compliance, technology, and risk partners REQUIRED QUALIFICATIONS * Master's or Ph.D. degree in statistics, mathematics, economics, computer science, data sciences, predictive modeling, or other quantitative disciplines and at least 3 years of relevant experience, preferred in AML/BSA, OFAC, or fraud modeling/analytics; 4 years with bachelor's degree * Solid expertise with both traditional and Machine Learning (ML)/Artificial Intelligence (AI) modeling practice and solutions * Hands-on work experience with statistical coding in SAS and/or Python * Knowledge of and ability to leverage traditional databases, cloud-based computing, and distribution computing * Knowledge of financial crime regulatory requirements, technology, and data analysis best practices * Excellent verbal, written and visual communication skills; ability to translate technical observations to a non-technical audience Candidates must be located in or willing to relocate to Cleveland, OH or Buffalo, NY 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: 01/18/2026 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 40d ago
  • Equity Research Associate - Alternative Data and Analytics

    Keybank 4.4company rating

    Keybank job in Day, NY

    Equity Research Associate - Alternative Data and Analytics KeyBanc Capital Markets Inc., a division of KeyCorp, is looking for an Associate to join the Equity Research Alternative Data and Analytics team. The Associate will have the opportunity to work with research teams to create data products around various industries and companies. The role offers a mix of data engineering and data science. Primary responsibilities include: Maintain and oversee critical databases and weekly processing and distribution of datasets. Develop data products and analysis derived from unstructured and structured data. Enable and expand alternative data access for Equity Research groups across various sectors. Create analysis from novel datasets that provide differentiated insight. Manage data product lifecycle including idea generation, engineering, and analytics Responsibilities: Create programs that collect, process, and evaluate data from various sources including internal, 3rd party, and web scraped data. Manage data pipelines from internal and external sources. Analyze and synthesize findings from datasets to identify trends and support the research process. Regularly update and distribute alternative data across Equity Research group. Monitor and understand the quality of underlying datasets collected from multiple sources Respond to inquiries from internal stakeholders regarding insights and methodology of datasets Contribute to research process by providing analysis and expertise around various data types including transactional, foot traffic, app use, etc. Source novel datasets and expand current alternative data offering. Perform other duties as assigned, which may evolve over time. Adhere to all KeyBank policies and procedures, including professional conduct, ethical business practices, and prioritizing client interests. Required Qualifications: Bachelor's degree in Computer Science, Information Management, Finance, Accounting, or Economics. CFA, CPA, or FINRA Series licenses is a plus. Experience Qualifications: Candidate should possess strong skills in Python, SQL, database management, and quantitative analysis. Interest in Capital Markets and fundamental analysis. Proficiency in excel and a strong academic record are required. Candidate should have 1+ years of relevant experience (data science, data engineering, or data analyst) and an interest in research and the stock market. Licenses and Certifications Candidates will be required to complete the FINRA Series SIE, 7, 63, 86, 87 licenses. Tactical Skills Strong communications and interpersonal skills. Strong analytical and problem-solving abilities. Strong excel and data manipulation skills. Experience working with GCP/BigQuery, Azure, Postgres, or SQL Server is a plus. 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. Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions. Practical Skills Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions. Business Acumen: Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance. 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: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $79k-146k yearly Auto-Apply 33d ago
  • Key Family Wealth Strategist

    Keybank National Association 4.4company rating

    Keybank National Association job in Albany, NY

    JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary point of contact for internal and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the relationship * Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the relationship * Leads the internal team and works closely with the Family Office Director to implement the client strategy * Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors. * Develops a deep knowledge of our Family Wealth client's entire financial and family situation. Sales * Serves as the primary point of contact for new referrals * Develops internal and external relationships to generate new opportunities * Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships * Orchestrates and drives the overall sales process with a new prospect * Accountable for revenue growth and sales on the relationship * Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships * Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention * Responsible for the overall execution of the client experience * Responsible for the development and documentation of the client strategy * Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth. * Responsible for retaining and deepening relationships including the development of the next generation REQUIRED QUALIFICATIONS * Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required * Graduate degree in business related field or equivalent experience * Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations * Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability * Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals * Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and software (Word and Excel) * Standard office equipment TRAINING REQUIRED * On the job and as required to maintain licenses and certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 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. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $84k-133k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker (Bilingual English and Spanish Required) - Forest Hills 71st Ave- Forest Hills, NY

    Jpmorgan Chase 4.8company rating

    Hillsdale, NY job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** 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 financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Forest Hills,NY $25.00 - $32.69 / hour
    $25-32.7 hourly 18d ago
  • Banker Associate- Emerging Middle Market- Associate

    Jpmorganchase 4.8company rating

    Albany, NY job

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $32k-81k yearly est. Auto-Apply 49d ago
  • Associate, Investment Banking - Industrials

    Keybank 4.4company rating

    Keybank job in Day, NY

    The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 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: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $123k-257k yearly Auto-Apply 22d ago
  • Lead Software Engineer - Java

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210694116 JobSchedule: Full time JobShift: Base Pay/Salary: NY $152,000.00-$215,000.00 We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer - Java at JPMorganChase within the Consumer and Community Banking - Connected Commerce Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives. Job responsibilities * Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems. * Writes secure and high-quality code using the syntax of at least one programming language. * Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications. * Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation. * Applies technical troubleshooting to break down solutions and solve relative complex technical problems. * Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development. * Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems * Drives evaluation sessions with external vendors and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and architecture. * Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies. * Adds to team culture of diversity, opportunity, inclusion, and respect. Required qualifications, capabilities, and skills * Formal training or certification on software engineering concepts and 5+ years applied experience * Hands-on practical experience in system design, application development, testing, and operational stability. * Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages. * Proficient level coding in Java and Sprint Boot, with good understanding of Spring Cloud concepts. * Hands-on experience to utilize monitoring and tracing tools (e.g. Splunk, Dynatrace, Postman, etc). Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence/machine learning, mobile, etc.) * Experience across the whole Software Development Life Cycle. * Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security. * Participate in code reviews, troubleshooting, and performance tuning. * Contribute to system architecture and technical decision-making. Preferred qualifications, capabilities, and skills * Proven expertise in architecting and delivering highly scalable, resilient, and stable systems on public cloud platforms such as AWS. * Extensive experience with event-driven messaging and streaming technologies (e.g., Kafka), both NoSQL and relational databases, and cloud-native API/microservice development. * Strong hands-on proficiency with modern software development tools and technologies, including Jira, Confluence, IntelliJ IDEA, Maven, Git, Jenkins, Sonar, Artifactory, and AI-powered code assistants.
    $152k-215k yearly Auto-Apply 3d ago
  • Financial Wellness Assoicate

    Keybank 4.4company rating

    Keybank job in Hudson, NY

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. 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. Essential Functions 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. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs. Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. 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 High School Diploma GED, or equivalent business experience (required) Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC with Windows based applications and calculator. (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 Notary License within 180 Days (preferred) Skills Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients. Educating clients on financial concepts, products, and services to empower them to make informed decisions. Developing trust and rapport with clients through consistent, personalized interactions and effective communication. Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations. Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships. Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. 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 May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Work Location Category Office-Based COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/27/2026 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_**********************.
    $19.2-28.4 hourly Auto-Apply 9d ago
  • U.S. Private Bank - Program Analyst

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210699852 JobSchedule: Full time JobShift: Base Pay/Salary: NY $100,000.00-$110,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities * Help devise customized financial strategies for existing and prospective clients * Prepare pitch books and meeting materials * Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives * Become an expert in a range of proprietary models to provide recommendations on tailored solutions * Conduct research and analysis; assist with product development and prospecting efforts * Research client inquiries and manage follow up communication and materials * As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications, Capabilities, and Skills * Bachelor's degree with a minimum overall GPA of 3.2 * No more than two years of work experience following completion of undergraduate program * Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills * Superior multi-tasking and organizational skills * Excellent communication skills and poise giving presentations * Genuine interest in financial markets and macro-level economic trends * Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
    $100k-110k yearly Auto-Apply 4d ago
  • Senior Consultant - Chase Travel Consulting Services

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210685230 JobSchedule: Full time JobShift: Base Pay/Salary: NY $65,600.00-$119,500.00; NJ $65,600.00-$119,500.00; CT $72,900.00-$119,500.00; RI $72,900.00-$109,200.00; Washington,DC $82,700.00-$119,500.00; IL $65,600.00-$109,200.00; MD $72,900.00-$119,500.00; MN $65,600.00-$109,200.00; CO $65,600.00-$109,200.00; WA $77,968.80-$119,500.00; CA $68,640.00-$119,500.00; NV $65,600.00-$101,600.00 Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact. As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations. Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization's travel program to the next level. Our decades of experience combined with our patented TCO-TMPE approach enable organizations to achieve scalable alignment to broader company goals. Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities. Job Responsibilities * Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions * Translate and communicate client technical product needs to internal and external partners * Advise clients on best practices and industry standards. Ability to "sell" clients on best practice standards during design phases * Evaluate client business processes to determine ideal services and/or support required * Recognize business process inefficiencies and provide recommendations for improvements * Assist client with communication plans and training materials * Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect's location * Configure new software implementations or optimization changes * Assist with responses to requests for proposals (RFP's) * Travel onsite to clients as requested Required qualifications, capabilities, and skills * Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience * Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting * Project Management experience specifically on implementation teams * Proven track record of delivering results and practical project management techniques * Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle) * Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa * Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment * Ability to work independently, capable of handling multiple projects, and deadlines simultaneously * Strong interpersonal, customer service, and written and verbal communication skills * Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint * Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail Preferred qualifications, capabilities, and skills * Successfully manage competing priorities and expectations * Ability to quickly adapt to changing ideas and priorities * Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks * Strong sense of project ownership and time management * Able to multi-task as needed to meet daily work and project deadline * Able to reach beyond internal networks to expand and leverage industry data and insights * Flexible work environment to adapt to global client requirements
    $82.7k-119.5k yearly Auto-Apply 4d ago
  • iOS Software Engineer II

    Jpmorgan Chase & Co 4.8company rating

    Day, NY job

    JobID: 210699826 JobSchedule: Full time JobShift: Base Pay/Salary: NY $118,750.00-$150,000.00 You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you. As a Software Engineer II - iOS at JPMorganChase within the Connected Commerce team, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role. Job responsibilities * Executes standard software solutions, design, development, and technical troubleshooting * Writes secure and high-quality code using the syntax of at least one programming language with limited guidance * Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications * Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation * Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity * Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development * Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems * Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills * Formal training or certification on software engineering concepts and 2+ years applied experience * Hands-on practical experience in system design, application development, testing, and operational stability * Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages * Demonstrable ability to code in one or more languages including Swift and Objective C * Experience with testing for mobile phones, GIT source control management * Experience across the whole Software Development Life Cycle * Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security * Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.) Preferred qualifications, capabilities, and skills * Developed application found on Apple app store Same Posting Description for Internal and External Candidates
    $118.8k-150k yearly Auto-Apply 3d ago

Learn more about KeyBank jobs

Most common locations at KeyBank