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The Fountain Trust Company jobs - 37 jobs

  • Customer Consultant I - 19 hours (Hybrid)

    Ion Bank 3.7company rating

    Remote or Naugatuck, CT job

    Job Type: Hourly, Part Time, 19 hours - Hybrid Schedule: Wednesday, Thursday, Friday 3:00PM to 8:00PM Saturday 10:00AM to 2:00PM Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential. Benefits: 401k and Employer Match Life Insurance Disability Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, or veteran status.
    $53k-79k yearly est. 3d ago
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  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Columbus, OH job

    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 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 KeyBank client relationships. Essential Functions 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 Bachelor's Degree in business related field (preferred) OR equivalent experience (required) Work Experience Minimum of 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Skills Ability to build trust by taking a client-centric approach. To prepare for Talent Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs. Demonstrated in-depth 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 and commercial lending. Excellent verbal and written communication skills. Proficient in personal computer applications to drive results. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Hybrid (Sales) 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 59d ago
  • Quant Analytics Sr Associate - Fair and Responsible Banking (FARB) Analytics

    Keybank 4.4company rating

    Remote job

    ABOUT THE JOB The Sr. Quant Analytics Associate will be a member of the Fair and Responsible Banking (“FARB”) Analytics team within Compliance Risk Management (“CRM”). As part of Key's second line of defense CRM function, the FARB Analytics Sr. Quant Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The Sr. Quant Analytics Associate's primary responsibilities may include but not limited to developing and executing FARB quantitative/statistical analysis and regression models across multiple lines of business. The Sr. Quant Analytics Associate will perform oversight activities and assume responsibility for the use of quantitative/statistical analysis to identify and mitigate actions that may expose KeyCorp and its affiliates to FARB compliance risk outside its desired risk appetite. Candidate will work with the FARB teams (Fair Lending, CRA, UDAAP & Complaints) to assess the results of any loan level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business (“LOB”), displaying an ability to explain complex statistical concepts and promote a good rapport with 1st, 2nd, and 3rd Line of Defense Stakeholders throughout the organization. Candidate must exhibit initiative and be able to identify needed enhancements to current process flows and help to implement changes. ESSENTIAL JOB FUNCTIONS Extract data from various sources and develop quantitative/statistical analysis and regression models in SAS or similar statistical software using industry standards and FARB methodologies. Perform research and development related to FARB risk monitoring and regression model review. Prepare reporting of analysis and results and present the information in non-technical terms. Prepare regression model documentation and work with Model Risk Management to ensure soundness of the FARB statistical regression models. Proactively identify process improvements or control gaps and facilitate necessary associated changes. Develop and maintain strong, collaborative relationships with applicable stakeholders to identify suitable internal controls to ensure compliance with laws and regulations. Maintain a sound understanding of policies/guidelines for underwriting, pricing, etc., business processes and associated risks with respect to LOBs. Timely escalate issues and exceptions to management in accordance with procedures and/or based on sound judgment. Follow through with LOB management and/or appropriate compliance risk personnel to ensure appropriate corrective action is taken to sufficiently address findings/issues to prevent ongoing systemic issues. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in a quantitative field (e.g., statistics, economics, engineering). Minimum 3 years of applied statistical and analytics experience in financial services or similar work related to graduate school experience; minimum 2 years specifically focused on fair lending analytics design, build and use. Demonstrated proficiency in analytical programming (e.g., SAS (preferred), R, Python). Experience in developing, implementing, and evaluating linear/logistic regression models. Excellent communication (verbal and written) skill and the ability to communicate complex statistical methodologies in a non-technical way. Experience working for a bank, consumer financial product company such as a non-depository mortgage lender, banking regulator or other related government regulatory or enforcement agency a plus. Experience with machine learning/artificial intelligence models a plus. Experience with Tableau a plus. Must possess initiative, be a self-starter, ability to multitask and adapt quickly to change or shifting priorities, have a high attention to details and accuracy and work in a fast-paced, changing environment. Proven ability to work in a team environment. Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/12/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $94k-175k yearly Auto-Apply 7d ago
  • Merchant Senior Client Service Specialist, Installation & Technical Support

    Keybank 4.4company rating

    Remote job

    Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Job Summary The Installation and Technical Support Team is part of the Commercial Onboarding & Servicing (COS) ecosystem. COS consists of five functions: Commercialization & COS Capabilities, Commercial Digital, Employee Experience & Issue Resolution, Onboarding and Servicing. We strive for seamless, transparent, accountable client experiences, enabling and deepening client relationships and retention. (COS) is building a sustainable, scalable, and digitally enabled operating model, all while empowering, promoting, and enhancing client and employee experience. At Key Bank, our client relationships are our top priority. We are looking for a dedicated and personable Installation & Technical Support (ITS) advisor to implement, activate and service our clients who are utilizing gateway solutions. The ideal candidate will have a passion for driving results while providing exceptional customer service. Essential Functions Able to train clients during the onboarding process on all aspects of the following third party gateways: Authorize.net, CardConnect, Cybersource, CoreCommerce, Bridgepay, Tempest, Freedom Pay Create and manage servicing tickets, including updating demographic information across Fiserv and KeyBank systems, assisting merchants with DDA changes, and supporting other account maintenance tasks. Assist client through fraud/risk protocol updates on gateway to protect client/bank from fraud losses Create, update and follow client playbook for complete training Provide ongoing client support for payment gateways and terminal devices, ensuring smooth operation, troubleshooting issues, and assisting with configuration and usage. Partner with Product owner on updates and observations; assist in enhancing sales training and value to clients through feedback and reporting Handle escalated servicing requests related to third party gateways; including pricing, downgrades, processing errors, security velocity and appropriate product upgrades/enhancements Create, update and provide appropriate reporting to validate results and value added to clients Create and deliver ad hoc reporting as requested Work Experience Minimum 3 years Merchant Services and/or Acquirer experience required Minimum 3 years of experience working within onboarding, client escalation management, sales experience, specifically customer facing required Knowledge of payment gateway, features and functionalities required Project Management skills, including ability to multitask and prioritize several responsibilities simultaneously Strong written and verbal communication skills Good attention to detail and organizational skills Excellent time management skills An ability to change, influence others, and foster teamwork A team player with proven ability to build strong collaborative relationships with internal partners Dedicated to exceeding the expectations of clients Ability to identify inefficient processes, recommend solutions Preferred Qualifications Experience working with Fiserv and/or Elavon Training clients on Merchant or reseller gateway Proficiency with software like Excel Physical Demands General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel/Driving Requirements May need to travel to corporate office Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. About Commercial Bank and Merchant Services The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Key Merchant Services supports over 30,000 businesses with secure, scalable payment solutions. We offer flexible processing tools, integrated gateways, industry-specific solutions tailored to client needs, and compliance support to reduce risk and ensure PCI-DSS standards. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $51k-78k yearly Auto-Apply 14d ago
  • Private Client Banker

    Keybank 4.4company rating

    Upper Arlington, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. #LI-CF1 COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Vendor Servicing Optimization Lead

    Keybank 4.4company rating

    Remote job

    The Optimization Lead will be responsible for driving continuous improvement and performance optimization across the entire Vendor Servicing program management Organization. This role ensures that utilized digit platforms deliver maximum value to clients and internal stakeholders through data-driven insights, process enhancements, and advanced technology integration. They will assist with client conversions and implementations, updating equipment configurations, financial account updates and be the escalation point for Relationship Managers, as appropriate. They will manage additional business expectations for the client and internal partners as expected to assist with revenue goal and business priorities. Additionally, the Optimization Lead will support stakeholders by leading training efforts during the rollout of new features and organization - wide initiatives, ensuring smooth adoption and maximizing user engagement. ESSENTIAL JOB FUNCTIONS Platform Optimization: Analyze CRM workflows, user journeys, and system performance to identify opportunities for efficiency and scalability. Data-Driven Insights: Leverage analytics, and behavioral data to inform optimization strategies and improve client engagement. Cross-Functional Collaboration: Partner with Product, Technology, Marketing, and Client Success teams to implement enhancements and ensure alignment with business objectives. Innovation & Automation: Introduce AI/ML-driven personalization, predictive analytics, and automation to streamline processes and improve customer experience. Governance & Compliance: Ensure optimization initiatives adhere to data privacy, security, and regulatory standards. Performance Reporting: Maintain dashboards to measure impact of optimization efforts and communicate results to leadership. Training & Adoption: Lead training efforts for stakeholders during rollout of new features and initiatives to ensure smooth adoption. Change Management: Maintain a detailed change log for platform adjustments by line of business. Process Development: Develop and maintain line-of-business setup processes for each stakeholder team using the platform. Data Maintenance: Maintain a data maintenance schedule to ensure accuracy, integrity, and compliance across the CRM ecosystem. Procedure Updates: Update procedures with internal and external partners to enhance the client experience and ensure alignment with evolving business needs. REQUIRED QUALIFICATIONS Minimum 5 years in financial services; with minimum 3 years of proven experience in CRM platforms (Salesforce, OvationCXM, Zendesk, or similar). Minimum 3 years account servicing and client escalation management experience, within acquiring and issuing highly preferred. Strong analytical skills driving data driven insights with proficiency in storytelling leveraging data visualization tools (Tableau) Expertise in optimization frameworks (RICE) and Agile methodologies. Familiarity with AI/ML applications for personalization and workflow automation. Excellent communication and stakeholder management skills. An ability to change, influence others, and foster teamwork. Strong internal and external communication skills. Organizational skills, including ability to prioritize work. Must be able to handle fast paced, ever changing work environment. Excellent time management skills. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/18/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $80k-150k yearly Auto-Apply 5d ago
  • Senior Vice President, Clean Energy Account Manager, KEF

    Keybank 4.4company rating

    Remote job

    This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project. Responsibilities Responsible for growing KEF's Clean Energy segment and market share by directly identifying, developing, structuring, and closing renewable clean energy finance opportunities. Full sales cycle responsibilities include, but are not limited to, business development and prospecting, managing existing and prospective client relationships, structuring of transactions in-line with product offerings inclusive of residuals and pricing guidelines, financial model creation and analysis, utilize credit philosophy and review customer financial statements, collection of appropriate information relating to transactions including packaging for syndication, maintenance of the client management system; client/prospect/clean energy industry event related travel. Develop and maintain a thorough understanding of the energy / solar incentive programs that are available in the assigned sales territory and the ability to structure finance transactions accordingly. Grow Clean Energy finance volume by proactively supporting existing developer relationships as well as prospecting for new relationships. Effectively engage, propose, and negotiate with C-level decision makers at developer organizations. Engage with all internal functional departments in KEF (Credit, Asset Management, operations, legal, pricing, syndications, compliance, etc.) to ensure appropriate content and responses for all financing proposals issued. Collaborate closely with KeyBanc Capital Markets renewable energy business. Interface with other KEF and KeyCorp business units to cross-sell as well as expand overall Key relationship with clients and refer opportunities. Transactions range from $2-$100MM. Expected to achieve returns commensurate with ROBC requirements Work to align efforts with Key's corporate primacy efforts where possible Develop, mentor, train, and recruit individuals to the Clean Energy platform to holistically grow the business and expand its capabilities 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 (required) Experience Qualifications Minimum of 8 years outside consultative sales experience in the clean energy equipment finance or project finance arena, preferably in the mid-ticket energy segment. (required) Comprehensive knowledge of finance and leasing, renewable energy markets, including project development/modeling, finance, clean energy industry tools (PVSyst, etc.) commercial, regulatory, market, technical, legal, and energy tax credits, etc. (required) Experience with financing large, structured, PPA-based and direct energy-related transactions and portfolios. (required) Strong track record of successfully sourcing and growing new business by developing/managing developer relationships. (required) Very strong oral and written communication skills and expert presentation and public speaking skills. (required) Deep and proven experience working and negotiating with C-suite decision makers as well as overall strong relationship management and organizational skills. (required) Proven ability to manage complex, multi-faceted projects and delegate effectively as well as manage internal communication up and down throughout the organization. (required) Current relationship contacts in the clean energy industry. (preferred) Tactical Skills Proven ability to lead, train, and motivate sales teams to achieve targets Strong Project Management Skills Ability to develop strong, trusted partnerships/relationships with the leadership team and critical stakeholder groups. Personal Skills Collaboration Influence Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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 which may include production, commission, and/or discretionary incentives. 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: 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_**********************. #LI-Remote
    $112k-210k yearly Auto-Apply 12d ago
  • Senior Auditor - Data Analytics (Consultant)

    Keybank 4.4company rating

    Remote job

    The Senior Auditor - Data Analytics (Consultant) will be responsible for the following: Leverage current and emerging enterprise technologies to progress RRG's data analytics strategy to advanced stages of RRG's maturity model. Leverage existing enterprise meta data repositories and assist in the development of RRG documentation on data sources to facilitate locating, accessing, understanding and analyzing data. Evaluate centralized and decentralized data sources and provide feedback to the Data Analytics Manager with supporting recommendations and implementation strategies. Partner with Key Technology & Operations personnel to identify efficient means of harvesting data for analysis as well as emerging tools and technologies. Thoroughly understand the objectives of audit teams to creatively identify/define analytics that can improve the efficiency and effectiveness of audits. Act as an internal consultant to various RRG teams, providing expert knowledge of company systems, processes and associated data. Assist audit teams throughout the data acquisition process to ensure that the requirements for scoped analytics are met within reasonable timeframes. Design and evolve methods to integrate the use of data analytics into risk reviews, risk universe scoring, risk indicators, annual planning, continuous monitoring, and continuous auditing. Assist in the development of the standard toolkit for data mining and data analytics that generally utilizes Google Cloud Platform BigQuery or Python. Analyze and develop visualization and reporting solutions utilizing Tableau or Power BI. Promote the use of a data quality framework to 1) demonstrate the accuracy of data used by RRG for data analytics and 2) provide the criteria for RRG to evaluate the accuracy of data used for regulatory and management reporting. Assist management in enforcing new standards and methodologies that enhance the data analytics strategy and framework. Stay abreast of evolving utilization, best practices, and trends in the use of data analytics for internal audit, credit, operational and other risk areas within large banks. Stay informed on regulatory expectations for the use of data analytics in banks. Keep RRG management apprised of trends and evaluation of RRG adoption in relation to trends and expectations. Required Qualifications 2+ years of analytics and reporting experience and/or prior work history in an audit/risk discipline Experience with data harvesting and analytic tools (i.e. Google Cloud Platform BigQuery, SQL, Python, SAS Enterprise Guide, Excel/VBA, etc.) Experience with visualization and business intelligence tools (i.e. Tableau, Power BI, etc.) Excellent interpersonal, facilitation, and negotiation skills The ability to effectively handle challenging client requests and facilitate collaborative professional relationships with clients Excellent written communication skills Excellent client service focus and relationship management skills Proven ability to work autonomously and in teams Preferred Skills / Qualifications Bachelor's degree in a related field (data analytics, statistics, finance, mathematics, management information systems, accounting or computer science) Education background with an emphasis on business analytics, quantitative analysis, statistics or finance/accounting Relevant certifications, such as: Certified Information System Auditor (CISA) Certified Public Accountant (CPA) Certified Internal Auditor (CIA) Certified Fraud Examiner (CFE) Google Cloud Associate Data Practitioner PCED Certified Entry-Level Data Analyst with Python Tableau Desktop Specialist Tableau Certified Data Analyst SAS Certified Programmer SAS Certified Advanced Programmer 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. Work Location Category Remote This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $68k-103k yearly Auto-Apply 39d ago
  • Senior Lead Auditor - Capital Markets

    Keybank 4.4company rating

    Remote job

    The Capital Markets Senior Lead Auditor will be responsible for assisting with the coordination and completion of the three phases of an audit: Planning, Fieldwork and Reporting. This will include completion of walkthroughs, interacting with line of business personnel, performing and documenting testing of internal controls, ensuring adherence to required laws and regulations, drafting of findings, reporting deliverables, as well as identifying risks and controls associated with the various business functions. This individual will be responsible for leading and staffing audits across a broad range of capital markets activities including, but not limited to, investment banking, equities, fixed income, derivatives, foreign exchange, equity research, market risk and counterparty credit as well as applicable regulatory requirements. The Senior Lead Auditor will also be responsible for managing assigned staff and providing feedback where applicable. The Senior Lead Auditor may also participate on ad-hoc projects, ongoing risk intelligence activities and internal audit related trainings. Responsibilities Demonstrate intermediate knowledge of audit concepts with a solid understanding of audit concepts within internal audit including documentation of planning deliverables, testing, audit findings and audit reports. Consistently demonstrate intermediate business writing skills and cohesively present information effectively to others Prioritize and execute multiple assignments; identifies obstacles within the scope of assignments; proactively communicate delays in assigned deliverables or additional capacity availability; effectively delegate work when necessary. Exhibit intermediate leadership skills by leading or providing oversight on stand-alone and integrated reviews or ad-hoc projects while managing staff and delivering feedback on performance. Exhibit an intermediate understanding of product skills and business, industry and regulatory concepts. Develop relationships with clients; thoughtfully engage in networking with members of your team, within Internal Audit and across Key, to build lasting relationships. 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 (preferred) Experience Qualifications 3+ years of relevant audit experience (preferred) Relevant Certifications/Licenses Certified Internal Auditor (CIA) Certified Fraud Examiner (CFE) Certified Public Accountant (CPA) Series 7 Tactical Skills Strong product skills and understanding of business, industry, and regulatory concepts. Strong knowledge across business and functions. Ability to leverage business acumen to advise and consult with leaders within area of expertise. Developing ability to draw insight from risk intelligence and make valuable recommendations. Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Problem Solving: Demonstrates the ability to examine a specific problem and understand the perspective of stakeholders; uses fact-finding techniques to identify and document specific problems Practical Skills Analytical Thinking: Gives examples of how analytical thinking has been or can be used to resolve problems and names specific tools or techniques to support the process Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Data Analysis: Demonstrates a basic understanding of the concepts underlying data analytics and lists the major sources for collecting data and conducting data analysis Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $71k-125k yearly Auto-Apply 11d ago
  • Sr. Data Science Manager - Financial Crimes

    Keybank National Association 4.4company rating

    Remote or Albany, NY job

    ABOUT THE JOB (JOB BRIEF) Reporting to the Director of Financial Crimes Modeling & Analytics that reports to the Deputy Chief AML Officer, the Senior Data Science Manager is primarily responsible for leading a quantitative team in support of financial crime modeling and analytics. This role must establish priorities for the team, assign and define the work to the right resources, and understand the strengths and opportunities of the team to ensure the team meets and exceeds expectations. This role is responsible for owning modeling practices, methods, and techniques as well as for influencing data strategy with a focus on leveraging both current and emerging technologies and applications. The Senior Data Science Manager acts as a leader, strategic advisor and credible thought partner to senior / executive level business partners. This position is also responsible for managing the integration of activities within and across teams as well as effectively manage, coach, develop, and guide a team of professionals to anticipate business needs, recommend solutions that are both effective and efficient, and communicate the right message. ESSENTIAL JOB FUNCTIONS * Oversee a small quantitative team (2-4 direct reports) in developing models and conducting analytics to address financial crime compliance needs in AML/BSA/OFAC * Research, compile and evaluate large sets of data to assess quality and determine suitability for model building * Develop/maintain internal models and test/configure vendor solutions to ensure conceptually sound design, proper implementation, and acceptable model performance * Employ innovative techniques to drive continuous improvements in model effectiveness and efficiency, e.g. reducing false positives * Proactively coach and develop the team on building technical skills and business knowledge; promote the team and their capabilities to stakeholders * Effectively collaborate with compliance, technology, and risk partners; guides, advises, challenges, and influences to drive organizational impact * Provide strategic consultation and thought leadership to senior / executive level business partners REQUIRED QUALIFICATIONS * Master's degree (or its equivalent) in statistics, mathematics, economics, computer science, data sciences, predictive modeling, or other quantitative disciplines and at least 5 years of relevant experience, preferred in AML/BSA, OFAC, or fraud modeling/analytics * Demonstrated proficiency in both traditional modeling practices and Machine Learning (ML)/Artificial Intelligence (AI) solutions, with preference given to candidates possessing experience and expertise in Generative AI (GenAI). * Hands-on work experience with statistical coding in SAS and/or Python * Knowledge of and ability to leverage traditional databases, cloud-based computing, and distribution computing * In-depth understanding of financial crime regulatory requirements, technology, and data analysis best practices * Demonstrated direct management experience * Excellent verbal, written and visual communication skills; ability to define and communicate key risk metrics, dashboards and analytics for senior management and executive reporting; translate technical observations to a non-technical audience * A credible thought leader that can guide, advise, challenge, and influence at all levels of the organization and drive organizational impact * Remote work is supported, but relocation to Cleveland, OH or Buffalo, NY is preferred. DATA LITERACY * Ability to: * Influence / impact strategy for data sourcing; can anticipate emerging needs to be incorporated into strategy * Lead discussions about pros/cons of applications with senior leadership * Monitor industry trends and direction of data analysis technologies TECHNOLOGY & TECHNIQUES * Advanced Microsoft Office Suite * SQL/NoSQL * Relationship data structure * Selecting and retrieving data including unstructured data retrieval, archival, and ETL * Databases * Advanced Python/R/SAS: * Databases * Efficient coding * Can build strong code controls and translate code into high-level commentary * Understanding of and ability to leverage: * Cloud-based computing * Distributed computing MODEL BUILDING & MAINTENANCE * Ability to: * Establish standards and best practices; forecast future modeling tools / techniques * Identify, employ, and evangelize emerging techniques from industry / research * Coach others on data modeling methods / techniques * Facilitate sessions for complex data models * Assess and understand risks; contingency plans * Communicate observations to senior executives * Translate technical observations to a non-technical audience COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/15/2026 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-Hybrid
    $116k-216k yearly Auto-Apply 10d ago
  • Regional Compliance Officer (West) - Key Investment Services (KIS)

    Keybank 4.4company rating

    Remote job

    The Compliance Officer plays a key role in ensuring Key Investment Services LLC meets regulatory and internal standards. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects. This position requires strong analytical skills, clear communication, and the ability to manage multiple priorities in a dynamic environment. About Key Investment Services LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company. KIS also offers insurance products in conjunction with an affiliated insurance agency KeyCorp Insurance Agency USA Inc. KIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. Essential Functions Conduct onsite branch inspections to evaluate supervisory systems, branch signage, records, and adherence to firm policies and regulatory requirements. Provide compliance training to branch staff and business partners to reinforce policies and regulatory obligations. Draft, review, and update compliance policies and procedures to reflect regulatory changes and best practices. Review and approve advertising and marketing materials in accordance with FINRA Rule 2210 and firm policies and procedures. Offer guidance and compliance advice to business partners on day-to-day issues and emerging risks. Assist in investigating potential fraud, financial exploitation, and elder abuse claims, ensuring timely escalation and resolution. Participate in special projects, targeted reviews, and other initiatives to strengthen the firm's compliance program. Collaborate with Supervision, Sales, and other control functions to maintain a strong compliance culture. *Candidates must be located in Oregon or Washington with preference for Portland, OR or Seattle, WA. Required Qualifications Bachelor's Degree or equivalent experience Minimum 5 years of experience in compliance, risk management, auditing, or related fields (required) Demonstrated ability to work independently and collaboratively in a regulatory environment (required) Advanced knowledge of securities industry concepts, compliance practices, supervisory frameworks, applicable federal and state regulatory requirements, investment products, and financial markets Documenting findings and communicating risks through clear, concise reports. Applying sound judgment in evaluating complex compliance scenarios. Proactively identifying risk trends Clearly conveying compliance requirements and findings to diverse audiences. Managing difficult conversations maturely. Building strong relationships across departments to support compliance initiatives. Identifying program improvement opportunities and designing effective solutions to address compliance challenges. Leading compliance-related projects and mentoring junior analysts. Staying current with regulatory changes and industry best practices. Preferred Qualifications FINRA Series 7 and 24 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 Up to 50% travel which may include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/13/2026 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_**********************. #LI-Remote
    $71k-125k yearly Auto-Apply 6d ago
  • GRC Business Analyst, Sr. (Hybrid)

    Synovus Financial Corp 4.7company rating

    Remote or Columbia, SC job

    The GRC Business Analyst supports Synovus' Governance, Risk and Compliance program by maintaining frameworks, supporting enterprise risk initiatives, and having a continuous improvement mindset. This position participates in Archer related projects, is responsible for analyzing business processes, gathering and documenting requirements and translating them into effective solutions within the Archer platform. The analyst is also responsible for coordinating testing, providing training and delivering effective communication adhering to change management control protocols, and ensuring ongoing compliance with internal policies and regulatory expectations. Job Duties and Responsibilities * Serve as a subject matter expert on risk management Archer GRC best practices * Collaborate with stakeholders to gather, document and prioritize Archer requirements. * Translate business needs into functional specifications for GRC system configurations. * Support design, testing, and implementation of new modules or enhancements. * Maintain process documentation, workflows, and data mappings. * Analyze GRC data to identify trends, issues, and opportunities for process improvement. * Coordinate User Acceptance Testing and ensure solutions meet business objectives. * Develop training materials and provide end-user training and support for GRC processes * Ensure GRC processes align with regulatory, audit, and internal policy requirements. * Support the implementation and continuous improvement of the enterprise GRC framework, including policies, standards and procedures. * Participate in GRC and risk management projects, documenting requirements, providing analysis, testing, and validation of system changes, enhancements, and integrations. * Provide Archer administrative support to risk management including creation of reports, dashboards and metrics to monitor risk trends and program effectiveness and making minor configurations to the platform, as needed. * Participate in risk committees, audits, and management reviews, providing accurate and timely information. * Collaborate with technology, risk management and audit teams to ensure Archer solution align with operational needs and regulatory expectations. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: * Bachelor's degree in business, Finance, Information Systems, or related field. * Relevant certifications; preferred RSA. Minimum Experience: * 3-5 years of experience as a Business Analyst with the Archer GRC platform. * Strong understanding of risk and control frameworks (e.g., COSO) * Excellent analytical, documentation, and communication skills. Preferred Knowledge, Skills, & Abilities: * Strong analytical, communication, and problem-solving skills, with a solid understanding of risk management, compliance frameworks, Archer lifecycle, change management, and project management methodologies. * Experience of managing and providing business support for Archer. * Experience with developing Archer risk management reporting, dashboards, analytics / insights, including the ability to analyze large amounts of data to identify trends, risks, and compliance gaps. * Ability to manage multiple priorities and meet deadlines in a dynamic environment. * Excellent communication and interpersonal skills to work across business and technical teams. * Proficiency in Microsoft product suite, such as Excel, PowerPoint, and Power BI
    $83k-106k yearly est. 12d ago
  • Project Manager

    Alpine Bank (Co 4.4company rating

    Remote or Grand Junction, CO job

    General Purpose The Project Manager manages key organizational projects and is responsible for the coordination and completion of projects on time, within budget and within scope. In addition, enhances the department and organizational reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Oversees all aspects of projects, schedules meetings, prepares agendas and minutes, sets deadlines, assigns responsibilities and monitor and summarizes progress of projects. * Prepares reports for upper management regarding the status of projects and escalates to management as needed. * Coordinates with other departments to ensure all aspects of each project are compatible. * Establishes and maintains relationships with internal resources, customers, third parties and vendors and coordinates them to ensure deliverables fall within the applicable scope and budget for the flawless execution of projects. * Assists in the definition of project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility. * Measures project performance and manages changes to the project scope, project schedule and project costs by developing and using a detailed project plan and other appropriate verification techniques. * Performs risk management to minimize project risks and tracks project performance, specifically to analyze the successful completion of short and long-term goals. * Creates and maintains comprehensive project documentation including spreadsheets, diagrams and process maps to document needs. * Manages the relationship with the client and all stakeholders by meeting with clients to take detailed ordering briefs and to clarify specific requirements of each project. * Ensures resource availability and allocation and delegates project tasks based on junior staff members' individual strengths, skill sets and experience levels. * Meets budgetary objectives and adjusts project constraints based on financial analysis. * Develops comprehensive project plans to be shared with clients as well as other staff members. * Closes out all project activity once project is complete. * Uses and continually develops leadership skills. * Attends conferences and training as required to maintain proficiency. * Regular and reliable on-site attendance is required as an essential function of this position. * Performs other duties as assigned. Employees are held accountable for all duties of this job Job Qualifications Knowledge, Skills, and Ability: * Proven working experience in project management. * Excellent client-facing and internal communication skills. * Excellent written and verbal communication skills. * Solid organizational skills including attention to detail and multitasking skills. * Strong working knowledge of Microsoft Office. * Familiar with a variety of the field's concepts, practices and procedures. * Ability to rely on limited experience and judgment to plan and accomplish goals. * Ability to perform a variety of tasks and lead and direct the work of others. * Understanding and application of banking compliance regulations. * Comfortable using a wide degree of creativity and latitude. Education or Formal Training: * Bachelor's Degree in appropriate field of study such as Business Management, Organizational Communication, Management, or similar field is required. * Project Management Professional (PMP) and/or Projects IN Controlled Environments' (PRINCE2) certifications are preferred. * Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) Certification is required within 12 months of hire. * Possession of, or ability to obtain, a valid State of Colorado Drivers' License is required. Experience: * A minimum of four (4) years of work as a Project Manager is preferred. * Workfront Work Management Tool experience is preferred. * An equivalent combination of education and experience may be substituted on a year-to-year basis. Working Conditions Working Environment: This job operates in a professional office environment. After successful training in the role, the role allows for a hybrid schedule to include remote work and in office. In-office attendance requires a minimum of two (2) days per week. This arrangement can be modified at any time, at management discretion. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Travel to conferences, meetings, and branch locations on a regular basis is necessary. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $62,732.80 to $73,132.80 per year, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close April 30, 2026, or until filled.
    $62.7k-73.1k yearly 40d ago
  • Private Client Advisor

    Keybank 4.4company rating

    Columbus, OH job

    The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. 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 or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. () Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. 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 May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. 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: 03/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $54k-79k yearly est. Auto-Apply 11d ago
  • Key Private Bank Associate Relationship Manager

    Keybank 4.4company rating

    Columbus, OH job

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Responsibilities Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship. Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan. Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. Participates in Community organizations to demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications Minimum of 3 years of financial services related experience required Licenses and Certifications FINRA 7 and 66 (or 63 & 65) (preferred) Tactical Skills Excellent client relationship and superior partnering skills. Deep knowledge of financial products and banking regulations. Established excellent written and verbal communication skills. Experience in working with high-net-worth individuals and their financial issues preferred. Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred. Sales or customer service experience. Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 05/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $36k-68k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Officer

    Keybank 4.4company rating

    Dublin, OH job

    The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather documents at the time of registering a loan and remain the primary point of contact for the client during the loan process. Maintain high standards of client satisfaction and quality, ensuring sales/originator systems and workflows are efficiently controlled. Develop and maintain deep knowledge of KeyBank products, services, and competitive offerings. Maintain proficiency on sales/originator systems and develop efficient workflows. Keep informed of trends and developments in the real estate market and mortgage industry. Works in a branch environment to provide in-person client services 4+ days/week, to include participating in morning huddles and end of day debriefs on targeted days. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree in a business-related field or equivalent experience (preferred) Work Experience 3+ years Experience as a loan officer in 1st mortgage production (preferred) 3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred) Skills Excellent communication skills, both written and verbal. Strong customer service skills. Proficient in sales and service skills, including tele-consulting, prospecting, networking, and COI relationship management. Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage products and lending solutions. Generate new mortgage business and manage the loan origination process from initial application through to closing. Navigate the home mortgage process, from application to closing, providing advice on interest rates and repayment terms. Build partnerships with real estate agents and financial advisors. 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. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. In addition to commission, this position is compensated at a fixed hourly rate draw of $15.00 hourly. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/03/2026 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_**********************.
    $15 hourly Auto-Apply 1d ago
  • Sweep Product Manager

    Keybank 4.4company rating

    Remote or Cleveland, OH job

    General Location: Open to candidates within the United States. Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 3 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. ABOUT COMMERCIAL BANK The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Enterprise Payments is the fastest growing business segment in KeyBank, encompassing a leading commercial card, merchant, FX, liquidity, and fintech product set across a wide array of industry verticals and client segments. Our solutions are the software and payments engine that allows businesses to tackle their unique challenges and better engage with their customers-from a mom and pop restaurant, all the way to a publicly traded company. When a business chooses to bank with Key, we can bring not only the bank to the client, but we can also offer innovation and consultative expertise with the help of our fintech products and partnerships to take our clients' banking experience to the next level. About the Job The Sweep Product Manager is responsible for managing our AIS, Intrafi, and commercial sweeps programs. As a key contributor on the team, this individual will also work with operations and technology partners to execute initiatives in alignment with Key's strategic initiatives by demonstrating product expertise, thought leadership, market support and client experience. ESSENTIAL JOB FUNCTIONS The Sweep Product Manager will be responsible for the development and management of all products across our Commercial Sweep Portfolio. Take a leadership role in the creation and execution of the Sweep product roadmaps Partner with operations and technology to drive product enhancements of current sweep products and define the strategy to support modernization of new and existing products and services. Ensure product processes and procedures remain in compliance and support new regulatory requirements and also evolving client requirements. Support Ad-hoc research and resolution of daily issues, data requests, reporting requirements, as well as regulatory requests. Partner with Key's Pricing and Portfolio Management to develop fee assessment strategies to maintain and drive revenue. Lead cross functional teams to ensure timely delivery of product management projects. Enhance systematic reconciliation, better data for better control and efficiency. Keep abreast of industry trends, regulatory changes and buying behavior patterns. Deliver training internally and externally to convey an understanding of the products, their usage and functionality. May serve as a Project Manager on product-related initiatives across various channels. Partner closely with Risk and Compliance partners to make sure initiatives align to Key's moderate Risk profile REQUIRED QUALIFICATIONS Bachelor's degree in Business (Accounting, Finance, Economics) or equivalent work experience. Minimum of 3 years of Experience in Product Management, Core Treasury product management or Operations experience highly preferred Experience with Sweep Products and Sweep Accounts Strong analytical skills. Excellent problem solving and quantitative skills. A drive to create, dig into, and use data and insights to identify opportunities to improve speed, quality, efficiency, and customer experience Proficient in Excel; VLOOKUP's, Pivot Tables, and ability to summarize large data sets into tables and digested, etc. Possess strong project/ product management, problem solving, critical thinking, with a demonstrated application of those skills Strong internal and external communication skills. Must be able to create and conduct executive level presentations, present at industry venues, and interface with clients. Ability to work with all levels of Third Party provider stakeholders and contacts Dedicated to meeting the expectations of clients. Ability to identify inefficient processes, recommend solutions, and manage implementation. An ability to champion change, influence others, and foster teamwork. Proficiency with PCs and standard Microsoft Office software. PREFERRED QUALIFICATION MBA preferred Understanding of Commercial Banking deposit products and segment needs through demonstrated portfolio management experience highly preferred Intermediate liquidity product and/or cash management expertise Ability to identifying product gaps and representing client requirements to assist in prioritizing product development Experience synthesizing and analyzing complex information from a variety of sources and delivering it to various stakeholders to gain consensus in moving projects/products forward Proven ability to partner with internal and external stakeholders as well as maintain an entrepreneurial mindset. Ability to identify business opportunities, develop a strategic plan to capitalize on those opportunities, and tactically implement the plan. Extensive knowledge of the HOGAN and RPM applications, with significant depth of knowledge for how analyzed and non-analyzed fees are assessed An ability to champion change, influence others, and foster teamwork. 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 $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. 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: 01/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $79k-146k yearly Auto-Apply 60d+ ago
  • Customer Service Specialist- Consumer Banking- Amherst, NY

    Keybank National Association 4.4company rating

    Remote or Amherst, NY job

    We're excited to grow our team and are hiring now for a position that begins April 6th 2026. This is your chance to secure your next career move early and enjoy a smooth transition. Apply today to lock in your opportunity and start connecting with us before day one! Location: Must reside in the geographic region of Amherst, NY Training will take place on site at: 4224 Ridge Lea Rd Amherst, NY 14226 Training: Training will take place in office for minimally the first 3 months. Schedule During Training: Monday- Friday from 8:00am-5:00pm ET Schedule After Training: There are various shift available for this role. * Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week * Saturday Squad Shifts- working every Saturday and 2 days off during the week * Additional compensation offered for Weekend Warrior and Saturday Squad * All other shifts will require working at least every other Saturday or Sunday Customer Service Specialist As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role. What You'll Get from This Opportunity: * Competitive pay and unique benefits - 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more. * Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key. * Paid job training and access to a library of specialized professional development and training courses. * Shift differentials available. * Performance-based rewards. * Variety - every day is different. Essential Job 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. * Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls) * Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture. * Providing technical support for Key's online products and services (PC, mobile, and tablets). * Collaborating with a wide range of Key Teammates to help solve client challenges. * Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office). * Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank. Required Qualifications: * Minimum 1 year client service experience. * High school diploma/GED. * Demonstrated success in problem resolution, multi-tasking and attention to detail. * Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients. * Strong interpersonal, verbal, and written communication skills. * Flexibility, empathy, and patience to work in a fast-paced, high-volume call center. * Ability to read and follow call center "scripts" when handling different scenarios. * Schedule flexibility - The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change. Preferred Qualifications: * Previous experience working in a remote/ work from home environment. Mobile Requirements: * Hard wired high speed internet speed- Minimum of 50 MBPS download * Dedicated home office space * Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite What It's Like to Work with Us: At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. 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: 03/11/2026 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-Hybrid
    $18-23.1 hourly Auto-Apply 3d ago
  • ABL Collateral Analyst, Senior (Hybrid)

    Synovus Financial Corp 4.7company rating

    Remote or Atlanta, GA job

    Provides monitoring, oversight, and operational support to the Asset Based Lending group related to collateral, credit analysis and documentation. Provides customer service at the highest levels to both internal and external customers, which will include performing research with an emphasis on reconciling account/customer issues and detecting fraud. Ensures all transactions and processes comply with regulatory requirements and the bank's policies and procedures. Serves as a mentor and first-line informational point of contact for junior team members. Acts as a primary interface with portfolio management and business development by gathering and maintaining knowledge of and familiarity with both prospective and existing loans. Job Duties and Responsibilities * Serves as the first point of contact for issues related to the commercial customer's asset-based line of credit. Works with customers to ensure timely fulfillment of all requirements related to lending relationships. May act as first point of contact for other bank-related services as well, directing clients to the appropriate channels as needed. * Monitors loans by obtaining accounts receivable, accounts payable, and inventory valuations. Uses these reports to reconcile total receivables and total ineligible receivables on at least a monthly basis. May perform month-over-month analysis for the purpose of determining if receivables have been fraudulently inflated. * Reconciles loan and deposit accounts frequently and accurately. Collects and applies various fees on a regular basis. Acts as a resource for other team members by providing support for the use of the FIS, ABLSoft and other bank systems. * Responsible for monitoring various reports for multiple customers including, but not limited to, borrowing base certificates, month-end recapitulations and dilution activity. * Promptly and accurately processes advances requests and payments on large commercial lines of credit. * Analyze sales, credit memos, and collection activity for unusual transactions or behavior. Provides timely notification to Operations manager and/or Portfolio Managers of any notable changes or trends. * May be responsible for the verification process which includes preparing audit letters and/or conducting invoice tests in an effort to detect and prevent fraud. * Handles the most complex/sensitive accounts providing proactive, high-touch customer support and assisting other team members as necessary in maintaining account relationships. * May participate in or coordinate projects and assist in the resolution of more complex and time sensitive activities. * Provides proactive monitoring of assigned Asset Based Lending (ABL) portfolio to ensure available collateral supports risk and loan outstandings. Keeps portfolio managers apprised of any material changes in trends or current borrower financial conditions that may constitute increased risk within the portfolio. * Routinely meets with portfolio managers to discuss loans within their purview. May be asked to maintain general awareness of the entire ABL loan portfolio in order to provide board operational support as necessary. * May coordinate the preparation of loan documentation via setup worksheets; reviews loan documentation to make sure it agrees with setup worksheets and then submits forms for uploading for new and renewing loans. * Actively participates in the onboarding of new customers. May be required to attend prospecting calls, gather information pertinent to new loan closings, gain understanding of potentially higher complexity levels and be prepared to educate other ABL collateral analysts on the specifics of deals. * Provides orientation and services as a first point of contact for less experienced collateral analyst team members. Assigns duties, reviews and provides temporary oversight for day-to-day duties of junior team members in the even that the Operations Manager is unavailable. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: Bachelor's Degree in Finance, Accounting, or related field, or an equivalent combination of education and experience Minimum Experience: 5 years job-specific experience. Required Knowledge, Skills, & Abilities: * Extensive knowledge of FIS, ABLSoft and other bank systems * Ability to reconcile loan and deposit accounts * General knowledge of treasury services, merchant services, card services, asset based lending functions, and securities * General knowledge of loan documentation and financial statement requirements for loans * Good analytical skills * Effective written and oral communication skills * Excellent customer service skills * Effective organizational skills * Proficiency using word processing and spreadsheet software programs Preferred Knowledge, Skills, & Abilities: * Prefer Asset Based Lending, Banking/Financial Service knowledge
    $75k-100k yearly est. 10d ago
  • Sr IT Manager- Real Estate Capital

    Keybank 4.4company rating

    Columbus, OH job

    Utilizes technical experience, business acumen, delivery, and leadership skills to lead a team in designing, developing, implementing, and maintaining a set of interrelated technology applications meeting the technology and operational objectives of a line of business or function, with a specialized focus on Real Estate Capital (REC) Originations. Key Responsibilities Own, oversee, and drive delivery and support of assigned application portfolio, their environments, and platforms, with a particular emphasis on supporting REC Originations processes, including loan origination, underwriting, pipeline management, and deal closing. Collaborate closely with Business Technology Managers, Enterprise Architects, Business Analysts, Project Managers, production support teams, Quality Assurance teams, and infrastructure teams to deliver REC Originations projects that meet enterprise, risk, and compliance standards. Partner with REC Originations business leaders to understand evolving market trends, regulatory requirements, and client needs, translating these into technology solutions that drive business growth and operational efficiency. Work with 3rd party vendors to ensure contracted products and services relevant to REC Originations are delivered on time and meet quality standards. Oversee production support activities and small projects, including enhancements to REC Originations platforms and tools. Ensure successful implementation of all portfolio application changes into production and appropriate transition to support team, with a focus on minimizing disruption to REC Originations operations. Assist with critical production issues within the REC application space as needed, ensuring rapid resolution to support business continuity. Lead the implementation of one or more technology programs, some of which may span several years and may include obtaining senior-level (and sometimes executive level) sponsorship and steering committee approval. Qualifications Bachelor's Degree with at least 5 years of experience in leading and managing teams, preferably within financial services or real estate capital markets. Experience with REC Originations platforms, loan origination systems, or related technologies is highly desirable. Comfortable with agile software development methodologies and tools; Scrum Master certification a plus. Excellent written and verbal communication skills, with the ability to communicate complex REC Originations concepts to technical and non-technical stakeholders. Job Skills Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, especially in the context of REC Originations. Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control REC Originations projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. Experience preparing and justifying business cases and value propositions for REC Originations initiatives; ability to justify business expenditures by identifying cost, benefits, ROI, opportunities, and risks. Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for REC Originations. Ability to lead employees from various functions to communicate, coordinate work across divisions, and collaborate in solving problems as one team, especially in cross-functional REC Originations projects. #LI-BS2 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 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 which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/28/2026 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
    $116k-216k yearly Auto-Apply 4d ago

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