7 customer experience coor jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust (“IM&T”) accounts , assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary Under general administrative direction, the Compliance Analyst uses knowledge and skills obtained through training, experience, and/or specialized education to conduct onsite branch inspections and related compliance reviews.  This role requires regular travel and focuses primarily on evaluating supervisory systems, physical office settings, records and documentation, and conducting employee interviews to assess adherence to firm policies and procedures, as well as applicable federal and state regulations. The Compliance Analyst is responsible for thorough documentation of inspection activities and clear communication of results to business and compliance stakeholders. 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...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Mobile - In office 2 days a week. Position Summary KeyBank is seeking a Salesforce Commercial Servicing & Onboarding Tech Lead to provide hands-on technical leadership for Commercial onboarding and servicing delivery squads. This role will own end-to-end technical design, build quality, and solution delivery for Salesforce Service Cloud and Experience Cloud platforms supporting Commercial Banking operations. This is a full-time technical leadership role focused on building durable internal Salesforce domain expertise and reducing dependency on contractor heavy delivery teams. The successful candidate will drive engineering excellence, lead technical discussions independently, set technical direction, and partner closely with business stakeholders, product owners, enterprise architecture, and operations teams. This role offers a path to team leadership as the team and delivery portfolio mature. About...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Credit Analyst is an individual contributor responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under the supervision of Underwriting Team Leaders, the Credit Analyst assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for improving the bank's position with deteriorating credits. Credit Analysts are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Essential Functions Evaluate loan requests to properly identify purpose, risk elements, and collateral adequacy. Assess the liquidity, quality of management, market position, and overall business climate to estimate...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This role offers the opportunity to join a well‑established, growing Real Estate Institutional Capital Group team that is recognized for its leadership in commercial lending and lead Agent role in RE syndication market.  The Lead Servicing Officer is responsible for servicing an assigned portfolio of commercial real estate loans, primarily supporting the Real Estate Institutional Capital Group Line of Business, including non‑owner occupied and interim loan structures. The role provides end‑to‑end servicing support, portfolio administration, and related client services for a sophisticated client base that includes public and private REITs, real estate private equity firms and advisors, and commercial real estate owners, with additional focus on specialized healthcare property financing for hospitals and senior housing owners and operators. This position independently manages all pre‑closing and pre‑boarding document...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending originations...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The HLC Loan Officer 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 HLC LO is expected to develop referrals as a means to grow Key's home lending business and client base. The HLC LO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Responsibilities Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Responsible...