18 client service associate jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) supports the administration and accounting functions of KeyBank Institutional Advisors’ Fund Accounting Team. This role is responsible for processing and reconciling financial transactions, maintaining accurate account records, ensuring timely completion of account activities, and supporting the operational needs of a highly regulated fiduciary environment. The ideal candidate is detail-oriented, organized, and able to manage competing priorities with a strong sense of urgency. This individual must be a self-starter who can work independently while collaborating effectively with internal partners to ensure accuracy, compliance, and exceptional client service. Essential Functions Process financial transactions for Special Needs Pooled Trust accounts, ensuring accuracy, completeness, and timely execution. Monitor work queues and prioritize requests to meet service level...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid Hours: This team works between 8:00am & 8:30pm ET.   Monday- Friday. Hours:   8:00am - 5:00pm ET & 11:30am - 8:30pm ET at least once per week.   Will not have to work late shift until up & running independently.   Schedules are done monthly JOB BRIEF (PURPOSE) This is an intermediate position to support a highly performing, multi-process work team in the completion of consumer loan processing and servicing tasks related to loan origination; including documentation review, loan closing services and loan booking for Consumer Lending. The person filling this position will adhere to service levels and quality goals as well as departmental procedures. The incumbent will provide superior quality customer service while incorporating the essence of the Key Values. ESSENTIAL JOB FUNCTIONS Effectively manage simultaneous loan closing process in accordance with established procedures...

Location: 4910 Tiedeman Road, Brooklyn Ohio Class Start Date: October 5th Training Schedule:   Monday thru Friday – 8 am EST to 5pm EST  Shift schedules after training : Must be available to work Monday – Saturday with every other Saturday required.   Full time shifts may range between 10 am EST to 9 pm EST   This role requires on-site training for four months. Once all training, coaching, and development requirements are successfully completed, the role will be designated as fully remote.  Job Summary   We are seeking a client-focused, curious Inbound Customer Service Specialist to support our business clients across a range of products, services, and online banking platforms with technical navigation.  This role is key to delivering meaningful, solution-oriented interactions that build trust and long-term relationships for our business clients.  Essential Functions   Deliver exceptional client experience through inbound calls and chats with...

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter 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. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

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: Manage complex investment portfolios with discretionary authority, including advising, planning, and executing...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 This position is Hybrid - requiring 2 days in the office each week (on Tuesday & Wednesday) Hours: Mon-Fri 8:00am-5:00pm Job Summary This Lead Specialist on the Bankruptcy Processing team serves as the primary point of contact for processing and managing new bankruptcy notifications to ensure accuracy and compliance. Essential Functions Receive and process new bankruptcy notifications promptly and accurately Enter and update client data on internal systems while ensuring compliance with company and federal guidelines Maintain technical expertise across all bank systems used in bankruptcy processing Ensure data quality and timely completion of tasks to meet service level agreements (SLAs) Update sensitive client account information according to corporate policies Manage physical and electronic mail distribution and prepare outgoing correspondence...

Location: 4910 Tiedeman Road, Brooklyn Ohio Hours: This position is slated to be 10:00am-7:00pm or 9:00am-6:00pm Location: One will be required to come into the office a minimum of 2 days per week. This position is within the Wire Transfer Operations Processing team.  Working with a team, this person is responsible for the processing of incoming and outgoing wire transfers, communicating with internal partners and clients for the status of wire transactions and partnering with other wire transfer team members and business partners to handle exception items. This position must also ensure the accurate and timely performance of such tasks to provide a high standard of service for the customer and to mitigate risk to Key and our clients.   Essential job duties This role covers a combination of staff within the areas of operations, credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This job reports up through Banking Group Portfolio Management (BGPM). BGPM is responsible for underwriting new loan opportunities and managing a portfolio of loans in the following industry and business segments: Energy, Leveraged Finance, Healthcare, Asset Based Lending, Diversified, Middle Market (including Agribusiness), Business Banking, Private Banking, Small Business and SBA. This particular position will be primarily focused on underwriting SBA guaranteed loans. The Credit Associate is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Credit Associate assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for...

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: 4910 Tiedeman Road, Brooklyn Ohio About the Job The Compliance Risk Analytics & Reporting Officer supports the development, execution, reporting, and continuous improvement of Key's Compliance Risk Assessment and Compliance Monitoring Programs. This position assists in the identification, assessment, monitoring, and reporting of compliance risks through a combination of compliance expertise, risk management knowledge, data analytics, and reporting capabilities. The role partners closely with Compliance, Technology, GRC, Internal Audit, Operational Risk, and business stakeholders to improve compliance risk transparency, strengthen governance reporting, enhance monitoring effectiveness, and support enterprise risk management objectives. The position is responsible for supporting executive and committee reporting, maintaining compliance risk information, performing data analysis and reporting activities, identifying emerging risks and trends, and assisting...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary: Responsibilities of the Procurement Legal Advisor: Responsibilities for the Procurement Legal Advisor within the Key Procurement Department include understanding and negotiating standard procurement agreements; providing advice on regulatory compliance and legal requirements applicable to procurement contracts; and participating in procurement negotiations. The role ensures that desired business and legal terms and conditions are accurately captured in each agreement and that contracts appropriately reflect Key’s risk tolerances. This position works closely with internal risk partners and internal clients to ensure business and regulatory requirements are met and provides legal counsel primarily to procurement strategists. Success Criteria: Success in this role includes the ability to effectively negotiate a high volume of agreements and efficiently manage the standard procurement agreement process. The...

Location: 4910 Tiedeman Road, Brooklyn Ohio The Business Technology Manager 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 KeyBank's Debit Card Technology platform. This role requires strong vendor relationship management capabilities, partnering closely with third-party technology providers, payment processors, and card network partners to drive strategic alignment and ensuring consistent service delivery while holding vendors accountable to contractual obligations, service level agreements, and production stability standards. Essential Functions Manage a technology portfolio generally aligned to the Debit Card domain, including core debit processing platforms, card management systems, vendor tools, and enterprise data integration services supporting debit card operations....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Agriculture (AG) Group is a specialty lending group at KeyBank with expertise in providing financing to a broad spectrum of AG borrowers such as farms, ranches, dairies, a wide range of crop producing borrowers, as well as commercial borrowers which process and package crops and AG related products.  Portfolio Managers and Underwriters are responsible for underwriting and financial analysis, diligence, loan structuring, collaborate with the sales teams, and are responsible for portfolio monitoring of the AG book.  Size of relationship ranges from small farms to large, syndicated loan transactions. 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...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Business Analytics Senior Associate applies advanced tools and technical expertise to deliver actionable insights that drive strategic decisions. By conducting complex analyses, mapping processes, and creating impactful data visualizations, they identify trends and recommend solutions to business challenges. The role involves direct collaboration with executive leadership across business units, technology, operations, and finance, ensuring clear and effective communication with all stakeholders. Success in this role requires strong business acumen, critical thinking, industry insight, trend recognition, and the ability to anticipate business needs. Essential Functions Independently deliver moderate to more complex analyses and reports; Work with large datasets – using standard tools such as Python, Hadoop, R, SQL, SAS and Google Cloud – to solve business problems; Analyze and resolve anomalies discovered when...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Business Analytics Senior Associate applies advanced tools and technical expertise to deliver actionable insights that drive strategic decisions. By conducting complex analyses, mapping processes, and creating impactful data visualizations, they identify trends and recommend solutions to business challenges. The role involves direct collaboration with executive leadership across business units, technology, operations, and finance, ensuring clear and effective communication with all stakeholders. Success in this role requires strong business acumen, critical thinking, industry insight, trend recognition, and the ability to anticipate business needs. Essential Functions Independently deliver moderate to more complex analyses and reports; Work with large datasets – using standard tools such as Python, Hadoop, R, SQL, SAS and Google Cloud – to solve business problems; Analyze and resolve anomalies discovered when...

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...

Location: 4910 Tiedeman Road, Brooklyn Ohio Hours: Monday- Friday 8:00am-5:00pm or 10:00am-7:00pm Location : Once training is completed the role will be a hybrid role requiring minimally 2 days in office. Job Summary Under limited supervision, the Senior Specialist is primarily focused on execution of complex processing, operational and/or administrative work following defined and sometimes undefined procedures. The Senior Specialist is responsible for following established guidelines to identify and resolve problems, escalating issues as needed, and contributing to workflow or process change and redesign. Individuals in this position should form a strong understanding of the specific product or process they are working with. Essential Functions With little to no instruction, administers complex procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or...