7 customer success manager jobs found

Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania 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 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 services as well as knowledge of...

Location: 950 Silver Lane, East Hartford Connecticut Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending...

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: 200 Middle Street, Suite 301, Portland Maine Job Summary About the Job Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams. Responsibilities...

Location: 8117 Preston Road, Suite 400, Dallas Texas The selected candidate will be responsible for performing comprehensive due diligence and underwriting activities for Fannie Mae , Freddie Mac , and Private Placement Affordable multifamily mortgage loans . This role requires a strong understanding of affordable housing finance programs and a commitment to delivering high-quality, risk-conscious underwriting support. Please note: This is an on-site position and not eligible for remote or virtual work . The candidate will be required to work from a KeyBank office , with preferred locations including Dallas, TX , Cleveland, OH , Overland Park, KS , Atlanta, GA or Chicago, IL. ESSENTIAL JOB FUNCTIONS Deliver exceptional customer service to internal and external clients by facilitating well-underwritten, risk-conscious real estate transactions that align with the business strategy. Foster strong working relationships across teams and with external...

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. Training: On-site 100% for the first 3 weeks. Location: Hybrid - Amherst NY - In-office 2 days per week. after training (Wednesday and Thursday). Hours:   Schedules are between 8:00am and 9:00pm ET Equipment is provided. Customer service skills, such as compassion and empathy, are essential to success in this role. JOB SUMMARY A Specialist on the Commercial Collections team engages with commercial clients via phone to...

Location: 8117 Preston Road, Suite 400, Dallas Texas 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 multifamily 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) As an FHA Senior Underwriter – MAP, you will lead the underwriting and execution of complex FHA-insured multifamily transactions, including 223(f), 221(d)(4), and 223(a)(7) loans. This role is responsible for driving transactions from early screening through firm commitment, serving as the lead underwriting authority and primary liaison with HUD. You will partner closely...