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KeyBank jobs in Denver, CO

- 229 jobs
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Keybank job in Denver, CO

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's 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. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and 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) Master's degree in business related field (preferred) Experience Qualifications 7 years of demonstrated sales and business development experience with proven results required Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Tactical Skills Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus Emotional Intelligence: Identifies non-verbal emotional indicators in others, their negative impact on results, and pursues action to mitigate them for improved success; illustrates best practices and rationale for organizations that successfully grow their EI capability Empathy: Has the ability to quickly spot any discomfort and awkwardness prevailing in a group and demonstrates genuine care for other people; can easily put self in someone else's shoes and provides emotional support or tangible assistance to others Influence: Demonstrates the ability to influence and impact even when holding a position contrary to the majority through collaborative assessments that persuasively influence decision makers; may coach and advise on techniques to build rapport and commitment Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion Resilience: The ability to navigate a way out even when presented with multiple issues and repeated failures; may coach others and demonstrate how to build and practice resilience through mindfulness and related organizational interventions Practical Skills Business Acumen: Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance Risk Management: Establishes business-specific risk management benchmarks and measures key benefits and drawbacks of risk management practices; demonstrates a strong risk management mindset 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. 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: 01/05/2026 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 20d ago
  • Summer 2026 Commercial Bank Internship - Denver (Credit)

    Keybank 4.4company rating

    Keybank job in Denver, CO

    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. This role offers a focus on credit/lending (relationship management) specifically within the Denver Market. You will engage directly with senior-level bankers and Commercial Analysts, providing hands-on exposure to the Commercial Lending business. You will receive exposure to various segments within the Commercial Bank, as well. Job Responsibilities Learn to analyze commercial loan requests via loan requests including but not limited to reviewing financial statement spreads; calculation of key financial ratios; analysis of the borrowers' business and financial integrity Work closely with designated teams to ensure accuracy of credit system data. Work with clients to ensure timely collection of financial statements needed to monitor performance Work with support partners to perform system maintenance to ensure proper portfolio assignments and with Relationship Managers to ensure accurate pipeline activities within Salesforce Complete a Capstone Project leveraging learnings from the Internship to include credit, business analytics, and client facing deliverables / pitches Perform other duties as necessary to support the goals and objectives of the relationship management teams Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with coursework in finance, accounting, economics and/or data science (preferred) 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 quantitative and critical thinking abilities 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 $27 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 $27 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. Job Posting Expiration Date: 12/15/2025 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_**********************.
    $18-22.6 hourly Auto-Apply 60d+ ago
  • Technology Support Specialist

    Jpmorgan Chase & Co 4.8company rating

    Aurora, CO job

    Step into the role of technology support, where your expertise shapes the seamless tech experience in a dynamic cultural environment. As a Technology Support Specialist at JPMorgan Chase in Corporate Sector Infrastructure Platforms, you are a key part of a team that leverages best practices to support day-to-day technology activities. Your role involves assisting and troubleshooting hardware, software, and technology issues within the firm. You are committed to executing with efficiency and are focused on continuous improvement in service delivery, all while upholding a high level of customer satisfaction. Job responsibilities Provides basic first-line support for hardware, software, and technology issues through live chat and service requests, adhering to established processes and procedures Utilizes established problem-solving techniques and diagnostic tools to systematically identify, analyze, and resolve technical issues, ensuring minimal downtime and optimal system functionality Applies emerging knowledge of hardware components, networking concepts, and operational management to support and maintain technology systems Contributes to the improvement of processes and procedures by identifying optimization areas and providing feedback on potential solutions Required qualifications, capabilities, and skills Up to 6 months of experience in problem-solving and delivering first contact end-user support to help resolve issues in real-time, including hardware, software, and network support Exposure to support communication and resolution tools such as live chat, incident/service request management, and runbooks to help solve system issues Baseline knowledge of typical technology operational issues Preferred qualifications, capabilities, and skills Familiarity with troubleshooting techniques for hardware, software, and technology systems Capability to document issues, procedures, and root cause analysis Ability to balance tasks while documenting outcomes
    $60k-85k yearly est. Auto-Apply 60d+ ago
  • Treasury Sales Associate - Commercial Bank - Healthcare Services

    Jpmorgan Chase & Co 4.8company rating

    Denver, CO job

    JobID: 210682303 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $100,000.00-$120,000.00; Denver,CO $100,000.00-$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
    $100k-120k yearly Auto-Apply 28d ago
  • Branch Operations Lead - Saddle Rock, Aurora CO - Southern CO

    Jpmorgan Chase 4.8company rating

    Aurora, CO 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. 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** Aurora,CO $22.98 - $31.73 / hour
    $23-31.7 hourly 25d ago
  • Senior Home Lending Advisor - Denver, CO

    Jpmorgan Chase & Co 4.8company rating

    Denver, CO job

    JobID: 210582493 JobSchedule: Full time JobShift: Base Pay/Salary: Denver, CO $18.81-$18.81 Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines * Bilingual in English and Spanish required. Must be able to speak, read, and write in English and Spanish. Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: **********************************************************************
    $46k-88k yearly est. Auto-Apply 60d+ ago
  • Branch Operations Lead - Saddle Rock, Aurora CO - Southern CO

    Jpmorganchase 4.8company rating

    Aurora, CO 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.
    $102k-137k yearly est. Auto-Apply 27d ago
  • Private Wealth Client Associate

    Bank of America Corporation 4.7company rating

    Denver, CO 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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Desired Skills: * Prefer fully licensed This job will be open and accepting applications for a minimum of seven days from the date it was posted. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $38k-46k yearly est. 27d ago
  • J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Denver, CO

    Jpmorgan Chase Bank, N.A 4.8company rating

    Denver, CO job

    Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross-functional teams. Strong organizational, analytical, and problem-solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross-functional teams. Strong organizational, analytical, and problem-solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross-functional collaboration Data analysis and reporting Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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
    $130k-174k yearly est. 1d ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Banking- Commercial & Specialized Industries (C&SI) Track

    Jpmorgan Chase & Co 4.8company rating

    Denver, CO job

    JobID: 210680006 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $25.00-$25.00; Boston,MA $26.45-$26.45; Los Angeles,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in the Commercial & Investment Banking - Commercial & Specialized Industries (C&SI) Track, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Charlotte, NC Dallas, TX Boston, MA Los Angeles, CA Denver, CO Indianapolis, IN Fellows will have an opportunity to select up to three location preferences in their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Commercial & Specialized Industries (C&SI) In the Commercial & Specialized Industries track, you will spend a portion of the Program learning how we provide credit, cash management, capital markets, and corporate finance advisory solutions to mid-sized corporations, municipalities, and nonprofits. The Commercial & Specialized Industries group supports clients in various industries ranging from $20MM to $2B in revenue, as well as municipalities, and not-for-profit entities. Read more about Commercial Banking here. Recommended Coursework: * Financial Accounting or other course providing foundational knowledge of financial statements, accounting principles, and how businesses track and report financial performance. * Cover topics such as capital budgeting, financial analysis, risk management, and funding strategies, all essential for understanding business lending and credit in a Corporate Finance course. * Statistics or Data Analysis equips students with quantitative skills to analyze financial data, assess credit risk, and make informed decisions based on numerical information. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $45k-73k yearly est. Auto-Apply 28d ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Denver, CO job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $86k-118k yearly est. 60d+ ago
  • Community Mortgage Bank Sales Consultant

    Wells Fargo 4.6company rating

    Aurora, CO job

    About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: * Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required * Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Process loan applications for mortgage transactions and review rates and terms within guidelines * Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: * 2+ years of mortgage retail sales experience * Expertise of general lending products and overall mortgage industry experience * Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources * Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs * FHA/VA & conventional loan experience is preferred * Knowledge and understanding of sales prospecting and generating referrals * Experience with educating clients on various mortgage purchase programs * Experience developing and cultivating professional relationships * Customer service experience * Basic Microsoft Office skills * Excellent verbal, written, and interpersonal communication skills * Ability to provide leadership by coaching, training, and mentoring * Bilingual speaking proficiency in Spanish/English preferred Job Expectations: * Willingness to travel * Reliable transportation * Ability to work nights, weekends, or holidays as needed or scheduled * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 4 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $42k-74k yearly est. 8d ago
  • Teller

    Keybank 4.4company rating

    Keybank job in Denver, CO

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. 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. Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting. Proactively work to identify and resolve client servicing issues, escalating as needed. Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker. Assist clients in achieving their financial goals and objectives through the use of financial wellness tools. Attend and participate in in-person morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain 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 Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications Notary License (preferred) Skills Is 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 (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly. Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services. Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift Ensuring accuracy in transactions and maintaining organized records Ability to identify and resolve client servicing issues efficiently Understanding and following banking regulations and security procedures Skills in identifying financial needs and promoting relevant banking products and services Awareness of techniques to detect and prevent fraudulent activities Collaborating effectively with teammates to ensure smooth operations 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 Ability to occasionally operate a motor vehicle with a valid driver's license. 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. 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. Job Posting Expiration Date: 02/13/2026 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_**********************.
    $18-22.6 hourly Auto-Apply 22d ago
  • U.S. Private Bank - Program Analyst

    Jpmorgan Chase & Co 4.8company rating

    Denver, CO job

    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. 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. On an integrated team you will work 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. 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, 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, 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
    $74k-102k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager II- Assistant Vice President

    Jpmorganchase 4.8company rating

    Louisville, CO job

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Relationship Manager is for you. As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $78k-97k yearly est. Auto-Apply 1d ago
  • Commercial Credit Officer

    Bank of America 4.7company rating

    Denver, CO job

    Atlanta, Georgia;Denver, Colorado; San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with clients and prospects to provide financing solutions for multinational FinTech companies in the payments and financial software verticals. Key responsibilities include originating and structuring loans, negotiating terms and conditions, leading the credit process from pitch through underwriting, approval, booking and closing, with a focus on growing loans and credit revenue and managing asset quality. The Commercial Credit Officer (CO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients, whether publicly traded or privately held. Products include lines of credit, term loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients and maintains knowledge of other Bank of America products including investment banking, treasury management and hedging solutions that have credit exposure, and leverages product and industry expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an underwriting team that supports the business. FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience with FinTech companies is preferred. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation and manages the legal documentation process + Leads the credit and risk approval processes + Builds relationships with existing and prospective clients + Mentors and supports associates + Provides capital structure solutions **Required Qualifications:** + 10+ years of solid Commercial Banking experience + Experience in financial analysis, structuring, underwriting and portfolio management + Analytical/technical skills, including financial accounting, modeling and loan structuring + Strong communication skills; ability to communicate vertically, horizontally, and externally + Strong FinTech industry knowledge **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit Documentation Requirements + Credit and Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration + Critical Thinking + Customer and Client Focus **Minimum Education Requirement:** BA/BS Degree Desired **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $90k-120k yearly est. 60d+ ago
  • Underwriting Team Leader - Community Development Lending and Investment

    Keybank 4.4company rating

    Keybank job in Denver, CO

    JOB BRIEF (PURPOSE) Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to join our growing team. The Underwriting Team Leader will lead a team of Sr. Underwriters, Underwriting Project Managers, and Underwriting Associates responsible for analyzing and closing Affordable Housing real estate debt and equity transactions. The individual will provide direct oversight and leadership to a regional-based Underwriting team to maintain consistent underwriting processes, to manage balanced workflow, and to assist with complex transactional or client matters. The Underwriting Team Leader will be a key leader within the CDLI business line helping to drive business growth and risk management best practices as a collaborative partner with regional Production leaders, Asset Management leaders, Syndication leaders, and business line Credit Officers. The individual will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting Manager must have significant experience closing, originating and/or managing risk associated with Low Income Housing Tax Credit (LIHTC) equity investments and community development debt products. Additionally, the individual will be responsible for building and leading a diverse, equitable, and inclusive team through ongoing professional development and talent management. ESSENTIAL JOB FUNCTIONS Lead a regional underwriting team of 5-8 individuals to ensure high-quality, risk-based underwriting and analysis of debt and equity Affordable Housing and Community Development transactions and sponsors. Review underwriting packages and real estate/LIHTC financial modeling to facilitate Line of Business and Credit approval and closing of new transactions. Consult on deal structuring, pricing, profitability, and risk analysis of new community development opportunities. Support and influence the deal team (Relationship Manager, Underwriter, Asset Manager, Closing Officer, Syndication) to solve complex financing and deal structuring situations while balancing risk metrics and customer expectations. Manage regional pipeline and deal assignments to monitor team capacity and support workflow throughout the underwriting and closing process. Provide accountability for clear and timely communication of deal progress to internal and external stakeholders. Support implementation of innovative underwriting, data analytics, technology, and continuous improvement tools and process improvements. Develop and maintain Underwriting department policies, procedures, guidelines, and best practices in conjunction with Key Credit Policy and Underwriting standards. Partner with the division COO and Regional Production Leaders to provide underwriting trend and business insights specific to the region's pipeline, portfolio, and clients. Assess underwriting risk and opportunities to recommend adjustments to portfolio strategies, origination volumes, and deal terms/structures. Build and foster a high performing, equitable, and inclusive team-based culture within the CDLI team. Provide individual mentorship, development planning, goal setting, training, and performance management to team members. Collaborate with business partners and cross-functional stakeholders including Credit Risk Management, Loan Servicing, Tax Credit and Loan Syndications, and Asset Management to provide seamless customer execution. REQUIRED QUALIFICATIONS Bachelor's Degree in Business Administration, Finance, Urban Planning/Real Estate, or Engineering Expert in Low Income Housing Tax Credit and Community Lending industry with underwriting and/or risk management experience (10+ years' experience) Advanced ability to communicate and persuade internal and external stakeholders in written and verbal communications Demonstrated credit risk analysis, underwriting, project management, and financial analysis experience in a lending or investing environment Advanced proficiency in MS Office suite (Excel, Word, PowerPoint), Salesforce, and other common asset/loan management systems PREFERRED QUALIFICATIONS MBA, CPA, other advanced degree, or 10+ years LIHTC industry experience 5+ years' experience underwriting, originating, or closing community development loans and/or equity investments Experience leading community development or commercial real estate underwriting, risk management, or origination teams 3+ years' experience leading a team: recruiting, hiring, training, performance management Excellent prioritization and time management abilities; can prioritize a broad range of activities and keep projects/tasks moving forward within a reasonable timeframe 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. This position is eligible to earn a base salary in the range of $175,000 to $215,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred 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: 01/09/2026 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
    $175k-215k yearly Auto-Apply 10d ago
  • Licensed Private Client Banker

    Keybank 4.4company rating

    Keybank job in Louisville, CO

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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. 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. 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 goals and 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 through in-person meetings- 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 in-person morning huddles and end of day debriefs. 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 experience (required) or Bachelor's Degree (preferred) Work Experience 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) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients 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. Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals. Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships. Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice. Actively identifying and developing new client relationships through prospecting and networking. Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs. Staying updated with market trends and analyzing market conditions to provide informed financial advice. 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 Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Branch 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. Job Posting Expiration Date: 03/01/2026 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_**********************.
    $24.5-37.5 hourly Auto-Apply 10d ago
  • Lead Servicing Officer/Servicing Officer - Income Property Group, Real Estate

    Keybank 4.4company rating

    Keybank job in Denver, CO

    Candidates will be considered for either level of this role below Lead Service Officer : Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Income Property Group (IPG) Real Estate Line of Business. Primary servicing functions are for non-owner occupied interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the IPG teams. Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing, pre-boarding review of documents and due diligence. Responsible for providing superior client service and expertise to both internal and external clients related to loan administration with ability to juggle multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing, including loan boarding, maintenance, and data integrity. Essential Functions: Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division Responsible for all post-closing services for assigned portfolio of moderate to high complexity loans including single bank and leading to multi bank participations/syndications, less complex and leading to complex loan structures. Proven ability to prioritize and handle multiple tasks in a high-volume environment Provides backup for all aspects of servicing for team members. Provides expertise and assists RM and Closer in pre-closing process by review loan documents, evaluation of funding requirements and attending closing meetings Establishes and maintains servicing files including collateral release document preparation and monitoring. Identifies exceptions and obtains appropriate approvals as necessary Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance and holdbacks Initiates financial and collateral transactions based on customer request or loan document provisions Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, quarterly loan reviews, DDA/Cash management services, and payoff instruction Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing. Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance. Clearly and immediately communicates problems/issues to Manager and/or RM Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off-balance sheet transitions. Provides expertise to RMs on system requirements and project status. Proactively identifies and assists in resolving issues affecting client service and risk management Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions Active participation in and leading projects as needed Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice. Comply with all KeyBank policies and procedures, including 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: 4-year College Degree or equivalent work experience Work Experience: Strong knowledge of financing including commitment/loan structures, title/liens, documentation, and industry practices for draw processing and releases Strong solution-oriented and problem-solving skills Familiarity with multi-bank loan participations and syndications Aptitude for analysis, systems and mathematics Familiarity with Commercial Loan Systems and Deposit Systems Understanding of commercial lending concepts Proficiency in commercial loan documentation and closing Excellent problem-solving and decision-making skills Strong interpersonal, written, and verbal communication Effective planning and organizational abilities; high attention to detail Ability to manage multiple tasks in a high-volume environment PC proficiency in Microsoft Excel, Word, PowerPoint, and OneNote Familiarity with commercial banking systems (LoanIQ, SalesForce, LaserPro, DocuSign, BOS) Deliver distinctive personalized service to external and internal clients Skills/Competencies: Accountability Keeps promises and honors commitments. Accepts responsibility for mistakes and failures and learns from them. Demonstrates open, honest communication. Business Acumen Be knowledgeable about the financial services industry and Key's competition. Understand the value proposition of the business and how it contributes to Key's business strategy. Understand and apply Key's risk management philosophy in day-to-day interactions. Client Focus Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability. Actively listens to internal/external client feedback and delivers appropriate solutions. Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate. Develop Self, Staff & Others Take ownership of your personal development plan and seek opportunities to further develop your skill set. Proactively share your knowledge to help others develop and to improve the performance of the team. Drive for Results Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results. Demonstrates personal accountability for achieving results within established timelines and budget parameters. Pursues work with energy, drive and focus. Effective Collaboration Identifies and involves the right stakeholders to make decisions and maximize results. Readily shares information, knowledge, best practices, and ideas with teammates. Leverages opportunities and capabilities across the team to accomplish goals. Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees. Lead Change Effectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable, continuous improvement mindset. Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure. Understand the boundaries of your decision making and escalate decisions appropriately. Managerial Courage Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager. Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback. Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise. Manage Vision and Purpose Demonstrate passion for improving business results. Understand how your role fits into the vision of the department and the organization. Apply an understanding of the department's vision and purpose to your prioritize work. 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 pounds. Work Location Category Hybrid (2 days) SERVICE OFFICER JOB DESCRIPTION: Job Summary: Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Income Property Group (IPG) Real Estate Line of Business. Primary servicing functions are for non-owner occupied interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the IPG teams. Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing, pre-boarding review of documents and due diligence. Responsible for providing superior client service and expertise to both internal and external clients related to loan administration with ability to juggle multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing, including loan boarding, maintenance, and data integrity. Essential Job Functions: Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division Responsible for all post-closing services for assigned portfolio of low complexity loan structures. Proven ability to prioritize and handle multiple tasks in a high volume environment Provides backup for servicing for team members. Active involvement and assist RM and Closer in pre-closing process by review of loan documents, evaluation of funding requirements for less complex value add/rehab loans and attending meetings Establishes and maintains servicing files including collateral release document preparation and monitoring, letter of credit issuance Identifies exceptions and obtains appropriate approvals as necessary Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance, , holdbacks, and lease-up requirements Initiates financial and collateral transactions based on customer request or loan document provisions Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing. Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance. Clearly and immediately communicates problems/issues to Manager and/or RM Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off balance sheet transitions. Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions Active participation in projects as needed Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice. Comply with all KeyBank policies and procedures, including 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: 2 or 4-year College Degree or equivalent work experience Work Experience: Moderate knowledge of financing including commitment/loan structures, title/liens, documentation, and industry practices for draw processing and releases Strong solution-oriented and problem-solving skills Familiarity with multi-bank loan participations and syndications Aptitude for analysis, systems and mathematics Familiarity with Commercial Loan Systems and Deposit Systems Understanding of commercial lending concepts Proficiency in commercial loan documentation and closing Excellent problem-solving and decision-making skills Strong interpersonal, written, and verbal communication Effective planning and organizational abilities; high attention to detail Ability to manage multiple tasks in a high-volume environment PC proficiency in Microsoft Excel, Word, PowerPoint, and OneNote Familiarity with commercial banking systems (LoanIQ, SalesForce, LaserPro, DocuSign, BOS) Deliver distinctive personalized service to external and internal clients Preferred Qualifications: Knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices for collateral release Familiarity with multi-bank loan participations and syndications Familiarity with Commercial Loan Systems and Deposit Systems Skills/Competencies: Accountability Keeps promises and honors commitments. Accepts responsibility for mistakes and failures and learns from them. Demonstrates open, honest communication. Business Acumen Be knowledgeable about the financial services industry and Key's competition. Understand the value proposition of the business and how it contributes to Key's business strategy. Understand and apply Key's risk management philosophy in day-to-day interactions. Client Focus Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability. Actively listens to internal/external client feedback and delivers appropriate solutions. Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate. Develop Self, Staff & Others Take ownership of your personal development plan and seek opportunities to further develop your skill set. Proactively share your knowledge to help others develop and to improve the performance of the team. Drive for Results Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results. Demonstrates personal accountability for achieving results within established timelines and budget parameters. Pursues work with energy, drive and focus. Effective Collaboration Identifies and involves the right stakeholders to make decisions and maximize results. Readily shares information, knowledge, best practices, and ideas with teammates. Leverages opportunities and capabilities across the team to accomplish goals. Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees. Lead Change Effectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable, continuous improvement mindset. Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure. Understand the boundaries of your decision making and escalate decisions appropriately. Managerial Courage Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager. Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback. Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise. Manage Vision and Purpose Demonstrate passion for improving business results. Understand how your role fits into the vision of the department and the organization. Apply an understanding of the department's vision and purpose to your prioritize work. 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) 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 $56,000.00 - $85,000.00 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. Service Officer Compensation: This position is eligible to earn a base salary in the range of $46,000.00 - $70,000.00 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: 12/26/2025 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
    $56k-85k yearly Auto-Apply 4d ago
  • Part Time (30 Hours) Associate Banker, Candelas Pkwy and Indiana Branch, Arvada, CO

    Jpmorganchase 4.8company rating

    Arvada, CO 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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $28k-33k yearly est. Auto-Apply 7d ago

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