38 customer service coordinator jobs found

Location: 127 Public Square, Cleveland Ohio Location: 127 Public Square, Cleveland, Ohio Hybrid Requirement: selected candidate is expected to work on-site 4 days per week at the nearest KeyBank office (non-branch location). Job Summary As a member of the Commercial Bank Strategy Team, the Senior Analyst will work closely with the members of the team and Business Leaders across the Commercial Bank to evaluate and execute strategic business initiatives. They will develop a deep understanding of our markets, customer needs, product functionality, industry trends, and our competitive landscape to support business growth. Essential Functions Work alongside the members of the Strategy team to develop and support strategic initiatives – develop strategy in partnership with executives (define problem, structure a framework, build recommendations, and a successful path to execution). Coordinate and develop presentation materials and supporting documentation...

Location: 1000 South McCaslin Boulevard, Superior Colorado Job Summary The Account Executive is responsible for managing a portfolio of loans within the Power, Utilities, and Renewable Energy business. This role serves as the primary interface for clients and investors, overseeing loan administration, risk monitoring, account maintenance, and customer service. The position also supports business development efforts and collaborates with internal and external stakeholders to ensure the successful execution and ongoing management of complex structured finance transactions. This role applies knowledge of lending products, syndications, and administration practices to a wide range of asset classes including complex Project Finance covering utilities, power, and renewable assets. Essential Functions Loan & Account Management Supports Relationship Managers from an Agency perspective for an assigned portfolio of accounts and new business opportunities as capacity...

Location: 1196 Western Avenue, Albany 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: 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: 10 West Second Street, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB sales process and...

Location: 726 Exchange Street, Buffalo New York POSITION OVERVIEW Provide executive assistance to the Commercial Sales Leader to perform diverse administrative and clerical duties for the leader and his/her leadership teams while contributing to the overall performance of the Division's functional and cross-functional teams. Supports the Corporate Responsibilities Officer as sponsorship coordinator. This role is expected and held accountable to add value, work efficiently and constantly strive to improve internal and external customer experience. Ability to prioritize and organize work while being flexible and nimble enough to change with the needs of business is important for this role. Ability to quickly learn new tools and technologies; with interest and experience in using professional media, digital platforms and the Internet to improve work efficiency, research and creation of Keynote and/or PowerPoint presentations and ongoing communication. Entrepreneurial spirit...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary ​​The Business Technology Manager ​​utilizes technical experience, business acumen, delivery and leadership skills to lead a team in designing, developing, implementing and maintaining a set of interrelated technology applications meeting the technology and operational objectives of a line of business or function.​ This is a delivery‑focused, hands‑on role within Enterprise Data and Information Services (EDIS), responsible for leading and coordinating data operations initiatives across KeyBank’s Data Supply Chain (DSC). Essential Functions Technology Leadership Manages a technology portfolio generally aligned to a single or smaller domain. Utilize technology experience, business acumen, delivery and leadership skills to develop and grow partnerships with senior line of business/functional leaders that enable the team to prioritize technology investments and set/ receive direction to meet the business' or...

Location: 202 S Michigan Boulevard, South Bend Indiana ABOUT THE JOB (JOB BRIEF) Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence and adherence to all procedural and compliance responsibilities. Supports the KPB Sales Leader (SL) in assigned tasks as well as the needs of the sales team. Associate Team Lead works closely with SL to drive operational effectiveness and client experience outcomes in support of managing client relationships and sales support delivery. Develops their team to deliver consistent and high caliber results in client experience, service and sales suport and change management. Reports to the Regional Associate Team Lead. ESSENTIAL JOB FUNCTIONS Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid opportunity requiring a minimum of 2 days in office per week once training is completed Hours: Monday- Friday 9am - 6pm ET Team also rotates working 10:00am - 7:00pm pm ET about one week per month. JOB BRIEF (PURPOSE) In a Financial Services Contact Center environment, the CLC Sales Support Associate processes new loan applications received from the Internet channel. The CLC Sales Support Associate will work as the liaison between the client and Underwriting Department gathering information necessary for credit decisions, as well as resolving internal and external client inquiries and concerns. This is a mobile designated position and requires a minimum two days in office work per week. ESSENTIAL JOB FUNCTIONS Handle inbound and outbound calls to communicate application requirements and credit decisions to clients, including approvals, declines, and counter offers. Manage the end-to-end...

Location: 4910 Tiedeman Road, Brooklyn Ohio The Business Technology Manager utilizes technical experience, business acumen, delivery and leadership skills to lead a team in designing, developing, implementing and maintaining a set of interrelated technology applications meeting the technology and operational objectives of KeyBank's Debit Card Technology platform. This role requires strong vendor relationship management capabilities, partnering closely with third-party technology providers, payment processors, and card network partners to drive strategic alignment and ensuring consistent service delivery while holding vendors accountable to contractual obligations, service level agreements, and production stability standards. Essential Functions Manage a technology portfolio generally aligned to the Debit Card domain, including core debit processing platforms, card management systems, vendor tools, and enterprise data integration services supporting debit card operations....

Location: 202 S Michigan Boulevard, South Bend Indiana 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...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Responsibilities Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods. Follows up after client meetings on takeaways and next steps. Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue....

Location: 175 S 3rd Street, Columbus Ohio 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: 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: 130 W 2nd Street, Suite 1950, Dayton Ohio 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: 1200 Abernathy Road NE, Atlanta Georgia Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth strategy and business development efforts by creating and maintaining a...

Location: 1675 Broadway, Denver Colorado 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, investment...

Location: 1675 Broadway, Denver Colorado 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 client...

Location: For Those Who Work At Home, California Job Summary The Senior Relationship Manager, Agribusiness serves as the primary contact and Financial Advisor for commercial agribusiness clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. **Ideal location is Central California, preferably in Fresno or Bakersfield. Locations close to this or in Northern California would also be acceptable.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial...

Location: 1675 Broadway, Denver Colorado 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 client...

Location: 1 N Wacker Drive, Chicago Illinois Job Summary The Manager, CMBS Pricing and Agency Execution serves as a senior market-facing specialist responsible for the pre-screening, structuring, and pricing of commercial real estate loan opportunities for conduit and SASB CMBS executions. This role requires deep expertise in rating agency methodologies, credit enhancement analysis, and capital markets pricing to ensure KeyBank's loan originations are competitively structured, accurately priced, and aligned with current market conditions. The Manager, CMBS Pricing and Agency Execution partners closely with national production managers, commercial mortgage bankers, the CMBS Pricing Desk, and KeyBanc Capital Markets to deliver timely and actionable market intelligence that drives informed origination and execution decisions.   Essential Functions • Screen new CMBS loan opportunities from national production managers and commercial mortgage bankers, reviewing transactions...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the job The consumer marketing team supports growth of KeyBank’s consumer product suite by developing strategic marketing programs aligned to business goals and objectives, while maintaining responsibility for marketing operations, risk and control management, and procedures. This Senior Marketing Consultant role is dedicated solely to the planning, execution, governance, and ongoing optimization of rate offer marketing initiatives specific to deposit products. The role serves as the primary marketing lead for deposit campaigns deploying rate offers, partnering closely with product, analytics, compliance, creative, operations, and leadership teams to ensure offers are executed accurately, responsibly, and in alignment with business priorities. Essential job functions Serves as the dedicated marketing lead for deposit led, rate offer initiatives, with accountability for campaign strategy, execution, governance, and...

Location: 1675 Broadway, Denver Colorado 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 to 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 client...

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...