18 customer success manager jobs found

Location: For Those Who Work At Home, New Jersey 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: 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: 4910 Tiedeman Road, Brooklyn Ohio Location Mobile, in office 3 days a week Job Summary ​​The Business Technology Sr Manager ​​utilizes technical expertise, business acumen, strategic execution, relationship and leadership skills to lead a team in designing, developing, implementing and maintaining a set of interrelated technology platforms that deliver on the strategic technology and operational objectives of the Consumer line of business.​ Technology Strategy & Leadership Understand the business; build and maintain roadmaps that deliver business value; engage productively and influence partners Build, advocate for, and maintain technology strategy for assigned business lines Promote thought leadership and continuous learning Team Leadership & Development Effective Financial Management Appropriate use of onshore/offshore mix Build and lead strong teams of analysts, PMs, engineers, developers, vendors Drive engagement, capability...

Location: 8481 East Washington Street, Chagrin Falls Ohio 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...

Location: 6716 Pittsford Palmyra Road, Fairport New York 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: 1211 SW Fifth Avenue, Portland Oregon Position Location Policy General Location: Oregon or Washington, Oregon highly preferred. Covering Oregon portfolio. Hybrid Requirement (if within specific cities): If the selected candidate resides in Oregon or Washington near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm PST Job Summary As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience. ESSENTIAL JOB FUNCTIONS Collaborates with partners to expand and retain business clients who have  treasury management and other enterprise payments  needs.   Own maintenance of cash management services to fully meet the needs of existing clients including...

Location: 300 Madison Avenue, Toledo Ohio 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. 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 and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry....

Location: 1301 5th Avenue, Seattle Washington Job Summary As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience. Essential Functions Collaborate with partners to expand and retain business and commercial clients Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects) Prepare, deliver, and review agreements Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives Conduct research to support ongoing client needs Generate cross-sell leads and participate in regular bank initiatives Partner with internal stakeholders to address complex client needs Make timely, risk-aware decisions and take...

Location: 1101 Pacific Avenue, Tacoma Washington 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. 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 and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary ​​The Business Technology Sr Manager ​​utilizes technical expertise, business acumen, strategic execution, relationship and leadership skills to lead a team in designing, developing, implementing and maintaining a set of interrelated technology platforms that deliver on the strategic technology and operational objectives of one or more lines of business or functions.​ Essential Functions Manages a technology portfolio of greater complexity and breadth that requires frequent interaction and collaboration across a number of groups and technologies and generally includes 1 or more critical applications. Utilize technology expertise, current industry knowledge and best practices, thought leadership and effective business partnerships to build, advocate for and maintain the technology strategy for one or more lines of business that delivers the business' strategic objectives and aligns to the enterprise's...

Location: 101 West Benson Boulevard, Anchorage Alaska 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. 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 and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

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 northern California, preferably in Fresno or Bakersfield. Locations close to this would also be acceptable.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and...

Location: 555 Patroon Creek Boulevard, Albany New York Job Summary The Lockbox Manager provides full leadership oversight for a lockbox operations shift performing critical payment processing activities, including mail extraction, exception handling, data transmission, item processing, reconcilement, and packaging. This role leads a team supporting Loan, Payment, and Operational Services (LPOS) and is accountable for delivering accurate, timely, and compliant execution of a core bank product offering. Given the direct impact to client relationships and revenue, the Lockbox Manager ensures all service level agreements (SLAs), internal controls, and performance standards are consistently met or exceeded while actively mitigating operational risk. This leader drives operational excellence through effective people management, performance monitoring, workflow optimization, and continuous improvement. The Lockbox Manager builds and develops a high‑performing team through...

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: 4910 Tiedeman Road, Brooklyn Ohio Location Mobile, in office 2 days a week. Job Summary This position provides critical infrastructure support to internal and external banking applications, vital to the success of KeyBank.  This role provides middleware support for IBM WebSphere Application Server (WAS), IBM HTTP Server (IHS), IBM Business Automation Workflow (BAW), and other various middleware components.  Experience scripting and automating infrastructure processes and administration duties is key to this role. Essential Functions Contribute to the design, delivery, automation, and support of infrastructure services and solutions; partners cross-functionally to come up with solutions. Builds, maintains, and documents infrastructure components for work assigned; performs peer reviews. Participates in the overall health, performance, and availability and actively works resolution of system and client experience impacts for one or more...

Location: 225 Park Avenue - West Springfield, Massachusetts 01089 Job Summary The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, offering tailored advice and analysis to meet their home lending needs and financial goals. The CDLO is responsible for developing referral sources to grow KeyBank's home lending business and client base. Success in this role is measured by meeting or exceeding 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: 225 Asylum Street, Suite 1910, Hartford Connecticut Job Summary The Business Banking Sales Leader (BBSL) manages a team of Business Banking Relationship Managers (BBRMs) in CT, ME, & VT, both field and virtual, who acquire new clients and expand the share of wallet of existing client portfolio of businesses. In some regions, the BBSL will manage Team Lead(s) who oversee a group of RMs The BBSL promotes a client centric culture and cultivates a continuous learning environment that focuses on the development, success and retention of the sales team. Develops and maintains a strong partnership with Retail Leaders Banking to drive small business opportunities through the consumer channel, as well as Private Bank Leaders help clients experience the full capabilities of the bank. Essential Functions Daily in person, oversees the Business Banking function within an assigned region; leading outside facing BBRMs who are responsible for growing a client base of...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid - 2+ days in office, 4910 Tiedeman Rd, Brooklyn, OH. Job Summary We are seeking an IT Senior Business Analyst to join the Enterprise Mart Delivery squad within Enterprise Data and Information Services (EDIS). This is a high‑impact opportunity to be part of a team dedicated to building and delivering robust enterprise data pipelines that power reporting, analytics, and data‑driven business insights critical to organizational decision‑making. In this highly visible role, the IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Partners with stakeholders to elicit and document requirements, develop supporting artifacts, and...