11 financial center assistant manager jobs found

Location: 6961 E Main Street - Reynoldsburg, Ohio 43068 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job The Home Lending Compliance Officer will be a member of the Home Lending Compliance team within Compliance Risk Management.  They will provide support to the Mortgage and Home Equity Origination lines of business by researching, interpreting, and assisting with applying the assigned laws and regulations to each applicable line of business processes and systems.  They will provide consultative advice to applicable lines of business related to compliance, perform oversight activities and assume responsibility for mitigating and discouraging actions that may expose KeyCorp and its affiliates to risk outside its desired risk appetite. Essential Job Functions For the Home Lending Origination line of business, serve as the corporate compliance subject matter expert. Demonstrate working knowledge of banking/consumer compliance laws and regulations and apply them to risk management strategies. Develop...

Location: 18 W Franklin - Bellbrook, Ohio 45305 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We...

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: 127 Public Square, Cleveland Ohio Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners...

Location: 175 S 3rd Street, Columbus Ohio Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need 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. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and...

Location: 127 Public Square, Cleveland Ohio Position Location Policy General Location: Hybrid in Cleveland, OH highly preferred. Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, or near a KeyBank office (non-branch location), they are expected to work on-site 3 days per week at the nearest ). Remote work offered if outside of Key Bank footprint. Located in Central or East coast highly preferred. Role Summary We are seeking a strategic, execution-oriented Senior Product Manager to lead the vision, roadmap, and adoption of Salesforce across the Commercial Bank. This role serves as the central product owner of the Salesforce Sales ecosystem, responsible for aligning business priorities with technology delivery, establishing governance, and driving scalable, high-impact capabilities. This role will serve as the bridge between business stakeholders, sales teams, operations, and...

Location: 6730 Rockside Road - Independence, Ohio 44131 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 4000 Linden Avenue - Dayton, Ohio 45432 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We...

Location: 2130 Hilliard Rome Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 4900 Tiedeman Road, Brooklyn Ohio About the Position This position is a Sr. Finance Analyst within the Support and Administration Finance Team, providing financial business support to the Finance, HR, Risk Management, Legal, Corporate Center, and Internal Audit lines of business. This position will be responsible for helping to drive the financial performance and strategic initiatives of the Support & Admin LOBs. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will directly interact with leadership across Finance and the S & A LOBs.  This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts. Essential Job Functions Primary responsibilities include: Provide Strategic guidance, advice, and financial modeling for strategic plans and investments. Leverage ad-hoc financial performance...