4 finance associate jobs found

Location: 59 Route 59 - Suffern, New York 10901 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 clients and...

Location: 3 West Main Street - Pawling, New York 12564 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans for specific regions...

Location: 75 N Broadway - Tarrytown, New York 10591 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 clients...