22 retail client manager jobs found in Brooklyn

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending originations...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Operations Analyst provides project support, business analysis, data governance, and subject matter expertise for loan support for default servicing and workflow applications, primarily focused on KVD (KeyView Deluxe). The analyst is responsible for troubleshooting issues, intake of system enhancement requests, and works with technology and other stakeholders for any enhancements, requirements, or code changes. KeyView Deluxe supports both Consumer and Commercial lines of business and this analyst could work with a variety of stakeholders within those aligned businesses for requests, research, validation, etc. The boarder team provides similar application support for a variety of applications within the Consumer Loan & Operational Services (CLOS) team.  Essential Functions Performs business analysis for default servicing and workflow applications; application of focus is KeyView Deluxe (KVD) and can...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and Consultants while managing an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement. ESSENTIAL JOB FUNCTIONS Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting. Demonstrate strong working knowledge of...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account maintenance of primarily non-trust accounts (agency, custody and IRA) in accordance with established policies and procedures. The is critical in providing top quality service to high-net-worth clients and works within the relationship management team, collaborating effectively and providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Responsibilities Administers primarily “non-trust” (e.g., agency, IRA and custody) accounts with a proactive, disciplined, consistent and comprehensive approach. Performs day-to-day functions (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.). Discovers, analyzes and researches account issues and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Fair and Responsible Banking (FARB) Team Lead is a member of the Compliance team within Compliance Risk Management and supports FARB leadership in executing the Fair Lending Program. The Team Lead is responsible for leveraging advanced data analysis, leveraging AI-enabled analytics and business intelligence tools to quantify and/or assess risk as well as identifying, escalating, and mitigating FARB related risks through monitoring activities and manual file reviews. The Team Lead will collaborate closely with the FARB Analytics Team to interpret regression model outputs, statistical analyses, and data-driven insights to identify potential FARB risks. The role will lead corresponding file examination reviews, develop testing worksheets, conduct reviews, and identify opportunities to automate file review processes to improve scalability, consistency, and insight generation while guiding analysts throughout...

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: 4910 Tiedeman Road, Brooklyn Ohio Location:  Hybrid based out of Brooklyn OH or Amherst NY, requiring 2 days in-office each week, after training   Typical schedule is Monday-Friday 8:00am - 5:00pm ET   The Litigation Senior Specialist will independently manage their assigned portfolio consisting of commercial accounts in different states of litigation (pre-litigation, post complaint filing, judgment). Litigation Senior Specialist will review the status of the accounts and determine best course of action going forward on account and assist in execution. The selected candidate will also be responsible for all system updates.    Duties: Understand the litigation process from start to finish for all applicable commercial accounts impacting KeyBank.  Review and understand litigation documents and pleadings filed in state court. Update account status and routing in KeyBank’s internal systems as it relates to the status of the litigation. Review litigation...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Lien Filing & Release Section Manager provides direct leadership to teams of Commercial Loan Collateral Specialists and Contractors, overseeing both lien perfection and lien release activities. The primary objective is to minimize risk to the bank by ensuring all lien-related processes are executed in accordance with department procedures and in compliance with state/county statutory requirements. This role is responsible for both securing the bank’s interest in client collateral and releasing liens when obligations are fulfilled. Essential Functions Lien Filing Responsibilities: Analyze loans/lines to determine proper documentation for collateral security. Communicate with county/state title bureaus and recorder offices regarding lien filing processes and requirements. Ensure timely filing for various collateral types: real estate, titles, UCCs, documented vessels. Resolve document...

Location: 4910 Tiedeman Road, Brooklyn Ohio This position is part time, Saturday and Sunday from 7:30 am – 6:00 pm   This position is Onsite/In Office ONLY Office experience or lockbox experience is a plus There is a Numeric Data Entry Assessment and a Sorting Assessment as part of the onsite interview process.  If a reasonable accommodation is needed, please see below on how to submit a request.​ JOB BRIEF: Under direct supervision, accelerates the receipt and processing of client remittance data, preparation and processing of checks for clearing in line with standard bank operating procedures, and prepares information for clients and service partners according to specified procedures and instructions. ESSENTIAL JOB FUNCTIONS: Accurately input payment information into Key Bank system Use numeric keypads or data entry software to process high volumes of transactions quickly and accurately Identify and flag discrepancies or missing information...

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 role can be filled as either a Lead Closing Officer or Senior Closing Officer. Lead Closing Officer Job Description: Job Summary The Lead Closing Officer provides advance closing expertise and execution support for a national team of Real Estate Loan Closing Officers responsible for closing complex commercial real estate loans for the Institutional Capital Group (ICG), including the Institutional Real Estate (IRE) and Healthcare (HC) lines of business within KeyBank Real Estate Capital (KBREC). This role serves as a subject‑matter expert and escalation point, supporting high‑complexity transactions and ensuring consistent, high‑quality execution across the closing lifecycle. The Lead Closing Officer partners closely with ICG business partners, clients, attorneys, title and insurance providers, financial institutions, and internal stakeholders to ensure all pre‑closing due diligence requirements are satisfied and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Technical Writer is responsible for analyzing, designing, developing, and publishing online policies and procedures for multiple lines of business. The writer, with guidance from the Editor and/or more senior writers, is responsible for making sure the information is easily consumable for the intended audience, written clearly and adheres to the defined taxonomy and guiding principles. The writer must also be able to collaborate and build strong relationships with team members and subject matter experts including technical personnel, operations, project/product managers, trainers, and line of business representatives on small to moderately sized projects and initiatives. Responsibilities Ability to quickly learn and use required authoring and publishing software Maintain existing documentation and keep it up to date as products and processes change to make sure end users have the information needed to...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Credit Analyst is an individual contributor responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under the supervision of Underwriting Team Leaders, the Credit Analyst assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for improving the bank's position with deteriorating credits. Credit Analysts 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. Essential Functions Evaluate loan requests to properly identify purpose, risk elements, and collateral adequacy. Assess the liquidity, quality of management, market position, and overall business climate to estimate...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Mobile - In office 3 days a week. About the Job: Work at the direction of the Marketing Manager with strategy development, deployment, and tracking/reporting digital personalization and testing programs. Essential Job Functions: Builds and sustains excellent working relationships with colleagues, clients and partner organizations. Collaborates with internal cross-functional partners to produce measurable outcomes.  The Digital Marketing & Operations team collaborates across the Enterprise to use the Adobe suite for marketing strategies and campaigns. Support the marketing manager and Enterprise Marketing department in all aspects of Adobe and the martech stack. Collaborate across teams to ensure efficient use of Adobe for marketing delivery to clients. Works directly with the marketing manager to develop, build and deploy programs including: program strategy, creative development, testing,...

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 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 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: 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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This role offers the opportunity to join a well‑established, growing Real Estate Institutional Capital Group team that is recognized for its leadership in commercial lending and lead Agent role in RE syndication market.  The Lead Servicing Officer is responsible for servicing an assigned portfolio of commercial real estate loans, primarily supporting the Real Estate Institutional Capital Group Line of Business, including non‑owner occupied and interim loan structures. The role provides end‑to‑end servicing support, portfolio administration, and related client services for a sophisticated client base that includes public and private REITs, real estate private equity firms and advisors, and commercial real estate owners, with additional focus on specialized healthcare property financing for hospitals and senior housing owners and operators. This position independently manages all pre‑closing and pre‑boarding document...

Location: 4910 Tiedeman Road, Brooklyn Ohio Provide executive administrative support, performing diverse administrative duties and anticipating the team’s needs. Proactively lead several aspects of internal team communication and recognition. Handles confidential information discreetly and professionally. Responsible for calendar management, communication and correspondence, client interactions, expense reports, travel arrangements, and HR online needs, including requisition management and time and attendance. Handles incoming client, employee, and third-party professional inquiries; research and communicates in a professional and timely manner. Responsible for meeting coordinate, video conferencing and scheduling and organizing proper room set up as needed. Other duties/projects as requested. Perform duties in a professional manner that includes thorough planning and research to result in completed assignments of the highest quality.  Job Functions: Under general...

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 Role As a member of the Enterprise Marketing and Brand Engagement team, the Marketing Manager – Paid Media will report to the LOB Marketing Director and serve as the strategic lead for KeyBank's paid media programs across Consumer and B2B audiences. This role leads media strategy, people leadership, agency partnership, and cross-LOB coordination, ensuring media investments drive measurable brand and business results. This is a highly strategic role with broad visibility and influence, responsible for translating enterprise marketing goals into effective, measurable paid media programs while building strong team talent and modern media operations. Essential Functions & Responsibilities Media Strategy & Planning Develop the enterprise media strategy across Consumer and B2B campaigns, including channel mix, flighting, audience targeting, and budget allocation Lead annual and quarterly media planning...