74 finance manager jobs found

Location: 7126 Fulton Road NW - Canton, Ohio 44718 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 4910 Tiedeman Road, Brooklyn Ohio The Senior Manager, Governance and Enablement will lead the development and execution of data and analytics governance processes within the Enterprise Data and Analytics Services (EDAS) team. This role is responsible for managing the process for data risk and control coverage assessment, guiding Material Business Units (MBUs) in identifying and managing critical and essential data elements, and aligning governance activities with KeyBank’s Data Risk Policy and taxonomy. The ideal candidate will bring deep expertise in data and analytics governance, risk management, and cross-functional leadership to support the expansion and maturation of the Enterprise Data & Analytics Governance program. Essential Job Functions Lead data risk and control coverage assessments for critical use cases and partner with the MBU to identify critical data elements (CDEs). Expand and scale the data risk and control coverage assessment process for...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Real Estate Institutional Capital Group Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the ICG teams.  Client segment focus are public and private REITS, real estate private equity firms and advisers and real estate owners. The specialized healthcare team focuses on property financing needs of hospitals and senior housing owners and operators.  Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of revolvers/term/bridge loans with ability to manage multiple projects and levels of...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This leader will be part of the Consumer Analytics & Advisory (CAA) team, primarily responsible for either leading a project team of analysts as an engagement manager or serving as high level individual contributor for a project that leverages a deep data-driven expertise to drive solutions. This role must establish priorities for the project team, assign and define the work to the right resources within the team, and understand the strengths and opportunities of the team to ensure the group meets and exceeds expectations. May be responsible for leading multiple projects simultaneously, including organizational initiatives. Responsibilities Lead a team of consultants and analysts for both development and execution of strategic initiatives across the Consumer Bank Provide solutions based on “connecting the dots” leveraging business insights to align, develop, and build holistic strategies and solutions that...

Location: For Those Who Work At Home, Ohio Job Summary This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project....

Location: 3294 Kemp Road - Beavercreek, Ohio 45431 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 219 South Main Street, Akron Ohio Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary Responsible for managing a team of professional staff servicing a portfolio consisting of a variety of products primarily for the Income Property Group Line of Business, supporting multiple production offices.  Responsible for providing superior client service to both internal and external clients while maintaining risk management, compliance, bank policies and regulatory requirements as well as internal procedures and controls.  Strong focus on continuous improvement and collaboration with closing manager and REC Sr. Manager.  Client segment focus is local and regional private developers and some public companies. Independently manage all aspects of team management, and portfolio needs. Strength and experience also required for problem solving and loan system processing including loan boarding, maintenance, data integrity etc. Essential Functions Daily supervision of a team of Servicing Officers including...

Location: 127 Public Square, Cleveland Ohio Position Location Policy General Location : Open to candidates within the United States. Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH , Buffalo, NY , or Albany, NY , they are expected to work on-site 3 days per week at the nearest KeyBank office (non-branch location). Remote Option : If the selected candidate lives outside of KeyBank’s geographic footprint, the position will be considered fully remote. ABOUT COMMERCIAL BANK The Commercial Bank, now inclusive of Payments, is the heart of KeyBank’s business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of...

Location: 175 S 3rd Street - Columbus, Ohio 43215 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. Responsibilities 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...

Location: 300 Madison Avenue - Toledo, Ohio 43604 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: 219 South Main Street - Akron, Ohio 44308 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: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary...

Location: 219 South Main Street - Akron, Ohio 44308 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: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across multiple portfolios. ESSENTIAL JOB FUNCTIONS • Serves as a member of the Investment Management team assisting in the implementation of various strategies. • Responsible for assisting in the execution of the various strategies for Key Private Bank. • Executes trades for field Portfolio Managers. • Has discretion for execution of various trades. • Should be proficient in articulating the various strategies. • Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank to ensure various product offerings are meeting or exceeding expectations. • Solid...

Location: 175 S 3rd Street - Columbus, Ohio 43215 THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Job Summary Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves 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 Drives a...

Location: 300 Madison Avenue - Toledo, Ohio 43604 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

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 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 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 KeyBank 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 and planning...

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 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,...

Location: 127 Public Square, Cleveland Ohio JOB TITLE:                                                        Community Development Asset Manager – Debt ABOUT THE BUSINESS: Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development projects in urban and rural communities across all 50 states via direct and indirect debt and equity investments. Affordable housing owner-operators and developers looking to build, acquire and preserve affordable housing come to us because we know how to move complicated deals over the finish line. Our clients leverage Key’s broad, fully integrated platform. In addition, we can help assemble innovative and complex financing in conjunction with multiple for-profit, nonprofit and government entities. Helping communities thrive is more than our business, it’s our mission. ABOUT THE JOB: Community Development Lending and Investments (CDLI) is...

Location: 127 Public Square, Cleveland Ohio About the Job Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utility, Power and Renewable clients. Familiarity with project finance lending experience is preferred.  The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation.  She/he leads discussions and builds strong relationships with clients.  The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility, Power and Renewable transactions.  In addition, she/he is responsible for matters relating to financing and/or financial modeling. The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership – taking ownership of deals, leading...

Location: 175 S 3rd Street, Columbus Ohio Job Summary There are four levels in the HR Business Partner job family. The Sr. HR Business Partner is the second level role. Incumbents have a good grasp of required skills, though they may not consistently demonstrate them. All roles in the job family collaborate with organizational leaders to develop and implement HR strategies that align with business goals, focusing on areas such as Talent Acquisition, Training and Development, Talent Management, performance management, Employee Engagement, Employee Relations, and Change Management. Responsibilities Recruiting and Onboarding: Partner with business leaders, Finance teammates, and recruiters to develop the overall workforce plan. Participate in candidate interviews and selection for critical hires. Drive quality of hire and successful onboarding for assigned teams. Training and Development: Ensure training plans are well-defined and executed for assigned business teams....

Location: 6912 Pearl Road - Middleburg Heights, Ohio 44130 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits 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 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. 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...

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Summary: We are looking for a motivated and detail-oriented Senior Lead Accountant to support the development, implementation, and interpretation of accounting and regulatory policies across the bank. This role is ideal for a candidate with strong technical accounting knowledge. You will assist in analyzing new accounting standards, preparing technical documentation, and advising lines of business on accounting implications of transactions and products. Key Responsibilities: Assist in researching and interpreting U.S. GAAP and regulatory accounting guidance. Support the drafting and maintenance of internal accounting policies and procedures. Analyze the accounting impact of new products, transactions, and regulatory changes. Prepare technical accounting memos and white papers under the guidance of senior team members. Collaborate with Finance, Risk, Legal, and business units to ensure consistent application of...