13 sales jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well...

Location: 4910 Tiedeman Road, Brooklyn Ohio Position Location Policy 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 2 days per week at the nearest KeyBank non-branch location. Remote Option: If the selected candidate lives outside of KeyBank’s geographic footprint, the position will be considered fully remote. Available to those residing in the United States. About the Job (Job Brief) Commercial Onboarding and Servicing (COS) is an organization focused on delivering the highest level of service and support to KeyBank Commercial Clients.  Within COS, the Onboarding Group is dedicated to providing post-sales solutioning, project management, implementation, and training to those commercial clients establishing new relationships with KeyBank or adding new services to existing...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF): Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention. This individual would be a primary contact for clients when their licensed representative is unavailable and assist in building customer loyalty and taking responsibility for customer satisfaction. ESSENTIAL JOB FUNCTIONS: Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Follow up on all order executions for payment and remittance as required. Accepting and processing of client account maintenance requests from the sales force and clients. Reviewing client requests, accounts and determining appropriate resolution. Recognize and report sales opportunities....

Location: 4900 Tiedeman Road, Brooklyn Ohio Reporting to the Manager of Investment Production and Support, the Commission Finance Analyst is responsible for overseeing the administration of incentive compensation activity and compensation payments to Key Investment Services Private Client Advisors (PCA) and Retail Private Client Bankers (PCB).   They will perform operational processes daily that include processing payments from various sources to the commission system and provide field support for commission reporting. Administer Key Investment Service compensation payments within multiple third-party systems. Review transactions daily, research questions and complete adjustments as needed, and interact with various insurances carriers. Complete end of month processing for Key Investment Services compensation. Reconcile system entries, resolve exceptions/outages and complete verification of compensation payout Collaborate with third party vendors on process development,...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...

Location: 4910 Tiedeman Road, Brooklyn Ohio Training: 3 weeks fully onsite Target Start Date : May 4th or June 1st Hours: Monday- Friday from 8:00am-5:00pm JOB BRIEF (PURPOSE) Performs various functions related to loan documentation management, including sorting, filing and quality control and procedure writing the person filling this position will adhere to service levels, quality goals, and department procedures. The position will provide quality customer service while continually practicing the essentials of the Key Values. ESSENTIAL JOB FUNCTIONS Review and analyze consumer & Commercial documents, making determinations for proper handling. Ability to stand for elongated periods of time. Ability to lift 30 pounds. Ability to accurately file with no errors Ability to lift and file loan documentation. Diminishes risk to corporation by ensuring regulatory and policy compliant documentation. Supports sales team efforts by providing world...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary   Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.   ESSENTIAL JOB FUNCTIONS   Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Location: 127 Public Square, Cleveland Ohio Job Description The Trust Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for Key's Institutional clients and their beneficiaries. While serving on the Institutional Advisors team, collaborates effectively and provides insights and solutions to attract, retain and grow clients. Actively manages institutional accounts, in accordance with established policies and procedures, to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management. ESSENTIAL JOB FUNCTIONS Trust Administration & Support Administers assigned accounts with a proactive and disciplined approach Familiar with...

Location: 4910 Tiedeman Road, Brooklyn Ohio Hours: Monday-Friday from 8am-5pm Location: This is a hybrid opportunity which will require 2 days in office per week. Training: Will be onsite for the first week This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans.  The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients. ESSENTIAL JOB FUNCTIONS Reviews loan document packages and ensures all documents are present to ensure Bank’s position. Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues. Able to interpret and book collateral associated with complex commercial loans. Book basic commercial loans, including lines for Letters of Credit...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Home Lending Center (HLC) Loan Officer (LO) assists clients with the origination of residential mortgage loans, offering analysis and advice on home lending solutions that align with clients' financial goals. This role involves developing referral sources to grow Key's home lending business and client base. The HLC LO is expected to meet or exceed sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect and develop new client relationships and loan originations through internal referrals and external centers of influence. Originate and process targeted number of family residential real estate mortgage transactions in line with Home Lending guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather necessary documentation at loan registration and serve as...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary   Responsible for servicing assigned Construction portfolio consisting of a variety of products primarily for the Community Development Lending/Income Property Group/Institutional Real Estate Group/Healthcare Real Estate Line of Business. Primary draw functions are for non-owner occupied construction/interim loan servicing. Provide excellent communication with the lending staff and partners supported by the IPG/IRE/HC teams.  Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing review of construction documents and due diligence applicable to construction and risk management. Responsible for providing superior client service and expertise related to construction administration including draw processing, budgets, construction contractor documents, lien laws with ability to juggle multiple projects and levels of complexity. Strength and experience...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The team supports end‑to‑end commercial loan closing and servicing activities, providing operational support across Middle Market, Commercial & Industrial (C&I) Lending, Agribusiness, and Real‑Estate‑Secured transactions. The group is responsible for executing and managing moderately complex commercial loans from approval through closing and post‑closing servicing, ensuring all work is completed in accordance with credit approval, risk management standards, and loan documentation requirements. This role reports to the Commercial Operations Department leader for Middle Market Loan Fulfillment and plays a critical role in supporting business growth while maintaining strong risk and compliance controls. Lead Service Officers within the team are responsible for either closing or servicing moderately complex commercial loans, both real estate and non‑real‑estate secured. Service Officers are expected to...