53 customer service jobs found

Location: 555 Patroon Creek Boulevard, Albany New York Hours: Monday- Friday 2:00pm-10:00pm Location: This is a hybrid opportunity requiring minimally 2 days in office per week. Office location include: 4910 Tiedeman Road Brooklyn, OH or 555 Patoon Creek Blvd Albany, NY Job Summary This position is responsible for the processing windows of ACH files via the KeyBank ACH processing system in order for successful collection and distribution of clients' transactions.  Working with a small team, the individual would ensure all daily tasks and SLA's are met.  This position must also ensure the accurate and timely performance of such tasks so as to provide a high standard of service for the customer and to mitigate risk. Answer customer service calls and perform intermediate-level online inquiries.  Meet established goals/standards for quality while responding to customer inquiries.  Maintain a high level of enthusiasm and professionalism while demonstrating the Key...

Location: 726 Exchange Street, Buffalo New York Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding...

Location: 320 Orchard Park Road - West Seneca, New York 14224 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: For Those Who Work At Home, New York Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking...

Location: For Those Who Work At Home, New York Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking...

Location: 1455 French Road, Depew 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: 1000 Hylan Drive, Rochester 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: 4224 Ridge Lea Road, Amherst New York Working at KeyBank is an opportunity to join a company that is committed to your success! We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients. Hours: Monday - Friday 8:00 am – 4:30 pm ET (with a rotation of one late day-up to 8pm EST -every few months) Location: During training, this position will be a hybrid opportunity. At least 2 days in office per week is required once training is completed. JOB SUMMARY Provide expert support for Retirement and HSA services through phone-based transaction processing and client assistance, ensuring regulatory compliance and exceptional customer service. ROLES AND RESPONSIBILITIES - Process and maintain Retirement/HSA transactions accurately and efficiently in line with procedures and regulatory requirements. - Respond to telephone inquiries from both internal and external clients with a...

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 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...

Location: 4224 Ridge Lea Road, Amherst New York We are not your typical Collections team! At KeyBank, we pride ourselves on being client advisors. We appreciate our business clients, and our team excels at offering professional and courteous service to them. KeyBank offers you the ability to see career path advancement, on the job training and a variety of benefits including medical, dental, 401K and more. Equipment is provided.  Customer skills are essential to success in this role. Training Hours & Location:   Training is 100% on-site for the 1st 3-weeks of employment at our office in Amherst NY.  Hours are from 8:00am to 5:00pm ET, Monday – Friday. Location after Training: This role is Hybrid - requiring 2 days in the office each week, after training. Regular Hours: Monday - Thursday between 8:00am & 9:00pm ET Friday 8:00am to 4:30pm ET Every other Saturday from 8:00am to 12:00pm ET JOB SUMMARY Engage with business clients via phone to...

Location: 4224 Ridge Lea Road, Amherst New York We are not your typical Collections team! At KeyBank, we pride ourselves on being client advisors. We appreciate our clients, and our team excels at offering professional and courteous service to them. KeyBank offers you the ability to see career path advancement, on the job training and a variety of benefits including medical, dental, 401K and more. In this role, you will spend 90% of your day on the phone, helping our clients to bring their accounts to active and offer solutions. Location: Hybrid - Amherst NY - In-office 2 days per week (Wednesday and Friday) once training is completed. Training: Onsite for the first 3 weeks. Monday- Friday 8am-5pm Hours: Monday - Friday between 8:00am - 9:00pm ET This team also works every other Saturday from 8:00am - 12:00pm ET.   Equipment is provided. JOB SUMMARY A Specialist on the Commercial Collections team engages with commercial clients via phone to...

Location: 201 South Warren Street - Syracuse, New York 13202-1600 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 Community Development Mortgage Loan Officer (CDLO) 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 CDLO is expected to develop referrals as a means to grow Key's home lending business and client base. The CDLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Responsibilities Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process...

Location: 388 Feura Bush Road - Glenmont, New York 12077 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: 1000 Hylan Drive - Rochester, New York 14623 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: 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: 4224 Ridge Lea Road - Amherst, New York 14226 ABOUT THE JOB (JOB BRIEF): The Loan Delivery Specialist reports to the Post Closing Manager is responsible for the review, audit and timely delivery of all first mortgage loans to FNMA/FHLMC, GNMA, and Private Investors.   This position will work closely with the secondary marketing trade desk on loan pooling and delivery instructions to the FNMA/FHLMC/GNMA and private Investors.   In addition, the Loan Delivery specialist will work closely with underwriting, processing and closing to remedy documentation, processing and compliance issues prior to delivery and loan purchase. ESSENTIAL JOB FUNCTIONS: • Coordinate and oversee preparation and delivery/pooling of all loans allocated for delivery to FNMA/FHLMC/GNMA and for all Private Investors. • Set priorities based upon trade/commitment delivery dates. • Monitor status daily of loans delivered/shipped but not yet purchased. • Coordinate the delivery of collateral to the...

Location: 72 Mohawk Street, Cohoes New York Job Summary Within the Key Investment Services business, this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth and client retention. This person 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. Responsibilities Provide support to the Private Client Advisors. Customer service duties, assist in daily office operations including: assisting with obtaining new account and customer maintenance forms, establishing new accounts, customer account servicing, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry, and client contact. Solid base knowledge of Retirement accounts including distributions and Required Minimum Distribution...

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Mortgage Sales Support Officer (MSSO) will be responsible for supporting Home Lending Loan Officers (both Home Lending Center and Field-based) with the day-to-day operations and sales activities of residential mortgage lending. This individual will support all geographical areas and/or HLC Loan officers centrally and will serve in a liaison capacity with both internal partners and external clients. Essential Functions Assemble application data, and submit complete package to processing/set up Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process Prioritize and route incoming sales calls, as well as any customer correspondence Primary liaison with all levels of origination/support staff, Key employees, and...

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Post Closing Specialist is responsible for reviewing, auditing, and finalizing mortgage loan files after closing. This role ensures that all documentation is complete, accurate, and compliant with investor and regulatory requirements. The Specialist works closely with internal departments, title companies, and investors to resolve post-closing issues and ensure timely delivery of loan packages. Essential Functions Review closed loan files for completeness and accuracy. Ensure compliance with FNMA, FHLMC, GNMA, FHA, VA, and private investor guidelines. Audit loan documents to meet federal and state regulations including RESPA, TILA, HOEPA, and QM. Submit final loan packages to investors and track post-closing conditions. Communicate with internal teams and external partners to resolve discrepancies. Maintain accurate records in loan origination systems. Monitor and meet investor shipping deadlines....

Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 2050 Western Avenue - Guilderland, New York 12084 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 138 State Route 104 East - Oswego, New York 13126 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 2255 Ridge Road East - Rochester, New York 14622 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...