10 finance jobs found in Brooklyn

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 This position requires only 2-days a week in office. Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed files via the loan origination system to underwriting Communicate with Loan Officers, clients, service...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors. Essential Functions Develop a strong working knowledge of how Investment Research connects to Portfolio Management, Advisory Services, and Trust — including how a house view becomes a model portfolio...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Advisory Services Internship is a 10.5-week, wealth planning experience that immerses the intern in the goals-based planning process — from the discovery conversation to written plan to client presentation — for high-net-worth individuals and families. Essential Functions Learn and think critically about the end-to-end Wealth Planning process — discovery, data gathering, cash-flow and retirement modeling, estate and tax overlays, insurance/risk review, and recommendation delivery. Partner with the Advisory Services team to understand the unique planning objectives, life-stage...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Client Support & Experience Internship is a 10.5-week, operations- and enablement-focused experience that places the intern behind the scenes of the advisor platform — building the workflows, tools, and coaching infrastructure that allow client-facing teams to deliver a consistent, premium Key Private Bank experience. Essential Functions Map and streamline client-experience workflows across all Key Private Bank (KPB) business lines, identifying friction points where hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners can be simplified. Deliver analysis...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week Training: 100% on-site for the first 6 weeks Hours: Monday-Friday 8:00am-5:00pm, Rotate 11:00am-7:30 pm shift 2x/month, 8:00-6:00pm on first and last day of month Position Summary The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.     Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex...

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Consumer Bank Product Segment Manager leads a team responsible for the strategy, development, and performance of consumer banking products. This role is pivotal in driving profitability while maintaining a moderate risk profile. The Manager leverages market research, data analytics, and cross-functional collaboration to deliver innovative, client-focused solutions. This position partners closely with analytics, underwriting, technology, and marketing teams to ensure products and services align with client needs and business objectives. Essential Functions Lead a team in the design, development, and management of consumer banking products and services. Oversee product acquisition strategies, credit decisioning processes, and portfolio performance metrics. Collaborate with internal stakeholders to enhance product offerings and service delivery. Utilize industry research, competitive intelligence, and data...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank. Responsibilities Sales Reporting – maintain monthly snapshot of production reports for each PCA for WML. Managed Money Annual Review – Download report from Salesforce of Outstanding Annual Reviews that need to be done. System Acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management New Hire onboarding: o Act as liaison between new hire and back...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job Reporting to the Director of Cybersecurity Risk Oversight, the Sr. Cybersecurity Risk Oversight Professional is a 2nd Line of Defense risk management position that provides independent oversight and Risk Management subject matter expertise to 1st Line of Defense Business units and their corresponding Business Risk and Control Analysts.   This position is responsible for Operational Risk oversight of the Key Technology and Operations Services line of business, as well as technology and information security risk oversight for areas of the enterprise that manage technology. As part of this oversight role, experience with cybersecurity domains, operations, architecture, governance, information security, and the ability to leverage that experience to identify material risks, provide credible challenge and assist in developing effective mitigation strategies. Essential Functions Evaluate risk and control...