21 business analytics manager jobs found

Location: 5318 West Genesee Street, Camillus New York Job Summary Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention. This position will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. Essential Functions Provide support to the Private Client Advisors. Perform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact. Maintain a solid base knowledge of retirement accounts,...

Location: 726 Exchange Street, Buffalo New York Job Summary The Key Private Bank Market Leader (KPB ML) directly manages the Private Banking sales team and indirectly manages the support teams to drive business results. Managing the financial performance of the Private Banking sales teams, the KPB ML is accountable for the delivery of exceptional sales results, the execution of a disciplined sales culture, and the coaching and development of a high performing sales team. The KPB ML leads the Private Bank sales team to provide comprehensive, integrated investment, trust, banking, and planning solutions for generations of high-net-worth individuals and their families. Through a team-based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth. Private Bank clients consist of: (1) Ultra Wealth - Individuals with $10MM + in Investable Assets and/or $15MM in Net Worth; (2)...

Location: 4224 Ridge Lea Road, Amherst New York Location: This is role is Hybrid - requiring 2 days in-office each week in Brooklyn OH, Amherst NY, or Albany NY Schedule/Hours: After training, the hours for this position are Sunday - Thursday from 12:30pm - 9:00pm ET, with flexibility to work an earlier shift on Sundays. This schedule is eligible to receive a 10% shift differential. Job Summary As a part of Fraud Services, the Fraud Detection and Risk Analysis (FDRA) team focuses on detecting and preventing fraud related activity to minimize losses to the bank and enhance our relationships with our customers. We execute on a pro-active strategy of fraud detection, protecting both the bank and our customer, while providing shareholder value. The Lead Specialist performs a variety of complex and specialized tasks associated with identifying suspected Digital Banking fraud and will review deposit accounts and online banking. Performs detailed examinations on...

Location: 615 Columbia Turnpike - East Greenbush, New York 12061 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...

Location: 4224 Ridge Lea Road - Amherst, New York 14226 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...

Location: 201 South Warren Street, Syracuse New York Job Summary The Commercial Analyst functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all documentation and system of record information. Responsibilities Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $10 million. Create pitch materials for all prospects and/or clients, regardless of credit commitment amount. Lead and/or participate in due diligence...

Location: 124 East 14th Street, Suite 1100, New York New York Job Summary The Business Development Advisor is responsible for developing and nurturing relationships with prospective and existing healthcare B2B, B2B2C and B2C clients and partners through complex lead generation, pipeline management, and supporting revenue-generating activities. This role also leads by example in outbound prospecting and pipeline generation while helping to mentor Business Development Associates. Essential Job Functions Execute targeted outreach strategies to secure qualified meetings with key decision-makers Conduct outbound prospecting and client campaigns via phone, email and other channels to drive client conversion and expansion Build and manage a robust pipeline of opportunities in designated healthcare B2B employers and B2B2C organizations Qualify leads and assess partnership potential through discovery calls and research. Collaborate with the relationship management team...

Location: 4467 Main Street, Amherst New York Job Summary Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention. This position will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. Essential Functions Provide support to the Private Client Advisors. Perform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact. Maintain a solid base knowledge of retirement accounts, including...

Location: 726 Exchange Street, Buffalo New York Job Summary The Senior Lead Employee Relations (ER) Consultant is an individual contributor role that manages complex employment related issues or allegations for Key employees, including all levels of management, that have been determined to require more in-depth review, consultation, risk mitigation and investigation before resolution. The Senior Lead ER Consultants are assigned by geographic region across Key's footprint and will cover investigations for all lines of business and levels of management within their assigned region(s). Essential Functions Manages a caseload of complex ER matters, provide guidance and advice to clients by interpreting and applying policy, with collaboration and decisiveness that supports business objectives, mitigates risk, strengthens manager effectiveness, and facilitates employee engagement. Creates documentation for investigations and employment actions taken in a centralized case...

Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on...

Location: 2180 Grand Island Boulevard - Grand Island, New York 14072 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...

Location: 726 Exchange Street, Buffalo New York Job Summary Partners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million. Utilizes a robust network of centers of influence (COIs) and internal Business Banking sales partners to generate sound profitable growth. Works as the trusted advisor, positions the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and understands competitors' strengths/weaknesses and product offerings/pricing. Essential Functions Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products and services as well as...

Location: 615 Columbia Turnpike - East Greenbush, New York 12061 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...

Location: 660 White Plains Road, Tarrytown New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 1700 Bausch and Lomb Place - Rochester, New York 14604 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...

Location: 115 S Main - New City, New York 10956 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...

Location: 1301 Avenue of the Americas, New York New York Essential Job Functions: • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Industrials Group.  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.  • Analyzing the financial statements and operating metrics of public companies within the Industrials sector to generate industry insights.  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise.  • Developing a thorough understanding of the trends and competitive dynamics within the sector.  • Understanding the financial impact of decisions on the client's organization.  • Coordinating the appropriate organizational...

Location: One Bausch & Lomb Place, Rochester New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment...

Location: 201 South Warren Street, Syracuse New York ABOUT THE JOB (JOB BRIEF) The purpose of this position is to support the Key Private Bank (KPB) Business Advisory Services Team (BAST) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer, investment management, baseline assessment and range of value reports. Specifically, the Senior Analyst will assist the BAST members in the creation and preparation of reports and presentations. As a member of the BASTeam, this position is responsible for supporting the FW team  in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families.  This position has direct responsibility to support the Directors and Senior Directors efforts to provide consultative...

Location: 3413 West Genesee Street - Syracuse, New York 13031 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...