22 retail client manager jobs found in Brooklyn

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 Summary Working within a team environment, responsible for corporate actions processing support for securities held by Key Private Bank clients on our accounting system, Global Plus.  This position manages daily processing flows, analyzes reporting and resolves exceptions in a timely basis.  The Corporate Actions & Income Processing team supports corporate actions, class actions, proxies, dividends, and fixed income functions for Key Private Bank, Institutional Services, and Family Wealth.  This department is expected to ensure a high level of client service while also ensuring that risks to the organization are mitigated.   Other duties may include performing the daily reconciliation of bond maturities/redemptions, completing closed account class action research and supporting income processing.  In addition, this position is responsible for assisting with projects to streamline and improve departmental processes. The...

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Business Banking Marketing Manager is responsible for developing and managing a team in building and executing marketing plans, initiatives and risk related tasks as assigned/as necessary. Supervises and directs marketing efforts for mid to large sized or moderately complex clients, prospects, territories, accounts, or internal relationships. The Marketing Manager may assist with developing and managing strategies that support line of business objectives. Responsibilities Demonstrated leadership across team; role model for others; likely directly manage others; willing to dissent from consensus Strategic thinker; ability to anticipate client needs; sees “big picture” within assigned LOB; knowledgeable on emerging technology and tactics Knows and leverages competition’s strategy and market trends; contributes materially to client strategy – anticipates needs Excellent writing skills; organizes material for...

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 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 inclusive of FHA/VA/SONYMA and additional affordable loan products 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,...

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: 4900 Tiedeman Road, Brooklyn Ohio Job Summary As a member of the Wealth Field Enablement organization, the Senior Development Consultant is responsible for working with Wealth Management leadership to identify employee skill gaps and development needs, create development strategies, build content and deliver to the field organizations. The Consultant will work in partnership with Enterprise Learning and Development, Key partners and channels, and third-party organizations to create training curriculum from scratch that will enable employees to meet their individual performance objectives and contribute to a growing Wealth Management business. Responsibilities Collaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training needs within each job family. Develop a talent development strategy to close agreed upon skill gaps and further enable teams to meet sales and client relationship objectives. Own initiatives from...

Location: 4910 Tiedeman Road, Brooklyn Ohio This role can be filled as either a Lead Closing Officer or Senior Closing Officer. Senior Closing Officer Job Description: Job Summary The Senior Closing office is responsible for all pre-closing and closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment team, or other KeyBank lines of business as required by credit policy. Including compliance with credit policy, internal compliance procedures (OFAC, Patriot Act, Beneficial Ownership etc.), credit approval, and documentation standards according to internal closing procedures and controls.  This role maintains a volume assigned portfolio consisting of moderate to highly complex construction and tax credit equity transactions, interim loans (including multiple tranche transactions), line of credit facilities, and standby letters of credit or revenue bond transactions, any of which may be...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB BRIEF (PURPOSE) As part of the Risk Modeling Enablement team within Finance, responsibilities for this position include, but are not limited to: Supporting the implementation, testing, documentation, and on-going validation of credit loss forecasting models for use in CECL Allowance and Capital Stress Testing Coordinating with Lines of Business, Data Owners, Risk Management, and Key Technology, Operations, and Services (KTOS) to ensure alignment with all activities impacting credit loss models Creating and/or maintaining production environments for ongoing credit loss forecasting, including creation of process controls Working both independently and as part of cross-functional teams to perform business, data, and application analysis to implement business requirements on a variety of reporting needs and strategic project initiatives This role requires developing close relationships with the model development and...

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: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), 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 estate settlement 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 goals. The role may have...

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...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: Monday- Friday from 7:00am-4:00pm or 8:00am-5:00pm Location: This is a hybrid opportunity that will require at least 2 days in office per week. Job Summary ABOUT THE JOB (JOB BRIEF)  The Credit Inquiry Team handles requests for both Commercial and Consumer accounts, ensuring that a wide range of needs are met efficiently and accurately.  On the commercial side, we take care of all business-to-business account verifications, which play a crucial role in maintaining strong relationships with our partners. We are also responsible for preparing and providing all financial year-end reports to auditors, supporting the transparency and integrity of our operations.  For consumer accounts, our functions include processing Social Service requests, assisting with Housing requests, and providing Date of Death balances when needed. Each of these tasks is handled with care to ensure that we meet both regulatory...

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 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 Job Summary: Manage a portfolio of pass rated “exit,” criticized, classified, non-performing and or charged off credit relationships. Minimize charge-offs and maximize recoveries by collaboratively developing and implementing cogent workout, restructuring and/or exit plans. Develop positive relationships with customers, line of business personnel and internal and external professionals. Negotiate skillfully, fairly, and ethically with customers and other constituencies. Communicate clearly. Adhere to all corporate compliance guidelines. Shadow accounts on the line that require workout advice. This position reports to a Loan Workout Team Lead and/or the Loan Workout Regional Manager. Job Description Manage a loan portfolio including SBA loans and/or other government guaranteed loans with moderate complexity and potential for adversarial litigation. Review and analyze loan documentation, financial statements...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration assistance with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Associates/Analysts/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert assistance to Trust Officers and counsel to High Net Worth clients and beneficiaries. Actively assists in the management of trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. ESSENTIAL JOB FUNCTIONS The role of the Trust Team Manager is to act as a player coach to the...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid - 2+ days in office, 4910 Tiedeman Rd, Brooklyn, OH. Job Summary We are seeking an IT Senior Business Analyst to join the Enterprise Mart Delivery squad within Enterprise Data and Information Services (EDIS). This is a high‑impact opportunity to be part of a team dedicated to building and delivering robust enterprise data pipelines that power reporting, analytics, and data‑driven business insights critical to organizational decision‑making. In this highly visible role, the IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Partners with stakeholders to elicit and document requirements, develop supporting artifacts, and...

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 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...