14 retail client manager jobs found in Cleveland

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: For Those Who Work At Home, Washington 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. Job Profile Summary At Key Bank, our client relationships are our top priority. We are looking for motivated and detail-oriented individuals to join our Strategic Account Management team focused on Merchant Services. The Strategic Account Manager will manage, cultivate and retain Key Bank's enterprise payment clients and support their service needs. The preferred candidate is responsible for deepening select client...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 127 Public Square, Cleveland Ohio Job Summary The Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, often multi-faceted, credit exposure (e.g., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and...

Location: 127 Public Square, Cleveland Ohio Job Summary The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community.  Tailored solutions often call for multiple disciplines within the KeyBank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner.  This position is responsible for managing all aspects of the NAFS portfolio of tribal clients, including underwriting loans and other credit products for complex tribal governments and their business enterprises working with legal counsel to review and structure loan documentation, ongoing credit monitoring and analysis, and covenant compliance.  The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses, including gaming and casino businesses.  A strong understanding of fund accounting, GASB and GAAP financing...

Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT KEYBANK REAL ESTATE CAPITAL KeyBank Real Estate Capital is one of the nation's leading commercial real estate finance platforms, offering a full range of debt and equity solutions for multifamily and commercial properties. Our Commercial Mortgage Group (CMG) is a top-tier FHA lender with a proven track record of originating and servicing FHA-insured healthcare loans across the country. We are committed to delivering exceptional client service while maintaining a disciplined, risk-conscious approach to every transaction. JOB BRIEF (PURPOSE) The FHA/HUD Deputy Chief Underwriter – LEAN is a player-coach role responsible for both individual production and team leadership. This position is expected to independently underwrite complex FHA-insured healthcare transactions — including large portfolios and single-asset loans — while also managing, coaching, and overseeing Senior Underwriters and the broader FHA...

Location: 127 Public Square, Cleveland Ohio Job Summary The Associate, 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 requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Associate, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Location: 127 Public Square, Cleveland Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Responsible for growing new clients and expanding existing relationships with...

Location: 127 Public Square, Cleveland Ohio The Analyst will be a member of the FHA Healthcare Underwriting Team and will collaborate internally and externally to analyze and underwrite FHA Lean Applications. ESSENTIAL JOB FUNCTIONS The Analyst will provide high level qualitative and quantitative analysis of FHA Healthcare transactions.  The position will collaborate and support the LEAN Underwriters, closers, and originators for the FHA Healthcare group within CMG. The Analyst will prepare deliverables in Excel, Word and Power Point for various purposes, including financial analysis, narrative summaries, corporate reviews, and organizational charts.  The Financial Analyst will Actively contribute your unique talents, ideas and market intelligence in support of the team's strategy and complement the strengths of your teammates to achieve the team's financial goal. Pursue and develop internal and external relationships to facilitate effective real estate...

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is...