41 customer service coordinator jobs found

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid Hours: This team works between 8:00am & 8:30pm ET.   Monday- Friday. Hours:   8:00am - 5:00pm ET & 11:30am - 8:30pm ET at least once per week.   Will not have to work late shift until up & running independently.   Schedules are done monthly JOB BRIEF (PURPOSE) This is an intermediate position to support a highly performing, multi-process work team in the completion of consumer loan processing and servicing tasks related to loan origination; including documentation review, loan closing services and loan booking for Consumer Lending. The person filling this position will adhere to service levels and quality goals as well as departmental procedures. The incumbent will provide superior quality customer service while incorporating the essence of the Key Values. ESSENTIAL JOB FUNCTIONS Effectively manage simultaneous loan closing process in accordance with established procedures...

Location: 726 Exchange Street, Buffalo New York JOB BRIEF (PURPOSE) The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the 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. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. **Position will be located remotely in NJ only, while we work on opening an office in NJ. Candidates MUST live in the NJ market.** Essential Functions Serve as the Trusted 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...

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 position is responsible for executing against the strategic projects for enhancing the capabilities of the Salesforce and nCino platform. This individual works closely with the line of business and technology colleagues to elicit, capture, and translate business requirements into technical requirements that can be conveyed with the appropriate level of detail to the development team. This role is responsible for scheduling and leading requirement gathering sessions with cross functional partners including external vendors as needed for the optimization of system capabilities. This role is highly visible with the ability to have direct impact on the organization and our internal and external customers. The successful candidate must have experience with the commercial lending process, possess a continuous improvement mindset, and have outstanding written and verbal communication skills. ESSENTIAL JOB FUNCTIONS...

Location: 161 Ottawa Avenue, Grand Rapids Michigan 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: 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: 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...