23 retail customer experience coordinator jobs found

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: 10 West Second Street, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, 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. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB sales process and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The KEO (Key Equity Opportunity) Sales Support Officer (KEO specialist) will be responsible for serving clients referred by field Loan officers and HLC loan officers that are requesting a KEO application (Home Equity Loan or Home Equity Line of Credit (HELOC)). The field or HLC loan officer will first determine the appropriate product (Mortgage, Home Equity Loan or Home Equity Line of Credit) and if KEO, the client will be referred to the KEO specialist team. Responsibilities Completes the application with the client and submits the application to the CLC (Consumer Lending Center). Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to KEO originations Acts as a liaison between the Loan Officer, the banker who referred the client, if applicable, the client and operations partners in the CLC to ensure a seamless process for the client Prioritize...

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: 1 N Wacker Drive, Chicago Illinois POSITION OVERVIEW Provide executive assistance to the Commercial 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. 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 and desire to understand internal business, outside competition and dynamics of work....

Location: 11 Stanwix Street, Pittsburgh Pennsylvania POSITION OVERVIEW Provide executive assistance to the Commercial 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. 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 and desire to understand internal business, outside competition and dynamics...

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: 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 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: 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: 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: 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: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC’S/discretionary distributions etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads and understands Trust Agreements and related documents for administrative purposes. Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist. Monitors accounts on a daily basis for overdrafts and...

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: 1 N Wacker Drive, Chicago Illinois Job Summary The Underwriting Manager – Commercial (CMBS, IP) provides daily management, oversight and direction for all underwriting activities for CMBS, Investor Placement, and Debt Fund mortgage loans. This role facilitates the diligence of off-balance sheet real estate transactions, ensuring alignment with internal and market risk parameters and partners closely with internal teams, clients, and external stakeholders to deliver high-quality execution aligned with business objectives. Essential Functions Demonstrated proficiency in commercial real estate underwriting, including CMBS, Life Insurance Company and Debt Funds and provide underwriting expertise when needed. Mentor, inspire, and motivate teammates while demonstrating professionalism, mutual respect, and collaboration. Thrive in a dynamic, fast-paced work environment and positively influence team performance. Maintain internal underwriting and deal assignment...

Location: 1 N Wacker Drive, Chicago Illinois Job Summary The Manager, CMBS Pricing and Agency Execution serves as a senior market-facing specialist responsible for the pre-screening, structuring, and pricing of commercial real estate loan opportunities for conduit and SASB CMBS executions. This role requires deep expertise in rating agency methodologies, credit enhancement analysis, and capital markets pricing to ensure KeyBank's loan originations are competitively structured, accurately priced, and aligned with current market conditions. The Manager, CMBS Pricing and Agency Execution partners closely with national production managers, commercial mortgage bankers, the CMBS Pricing Desk, and KeyBanc Capital Markets to deliver timely and actionable market intelligence that drives informed origination and execution decisions.   Essential Functions • Screen new CMBS loan opportunities from national production managers and commercial mortgage bankers, reviewing transactions...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Product Disclosure Creator is responsible for developing, maintaining, and governing customer-facing disclosures to ensure they are accurate, compliant, clear, and aligned with regulatory, legal, and brand requirements. This role partners closely with Legal, Compliance, Risk, Product, and Lines of Business to translate complex regulatory and policy requirements into plain-language disclosures that are consumer-friendly and operationally sound. The Creator owns disclosure content throughout its lifecycle—from creation and revision to review coordination, approval, and ongoing maintenance—ensuring disclosures remain up to date as products, processes, and regulations change. Key Responsibilities Disclosure Authoring & Maintenance Write, revise, and maintain consumer, product, and operational disclosures in clear, concise, and compliant language. Translate complex legal and regulatory requirements...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the job The consumer marketing team supports growth of KeyBank’s consumer product suite by developing strategic marketing programs aligned to business goals and objectives, while maintaining responsibility for marketing operations, risk and control management, and procedures. This Senior Marketing Consultant role is dedicated solely to the planning, execution, governance, and ongoing optimization of rate offer marketing initiatives specific to deposit products. The role serves as the primary marketing lead for deposit campaigns deploying rate offers, partnering closely with product, analytics, compliance, creative, operations, and leadership teams to ensure offers are executed accurately, responsibly, and in alignment with business priorities. Essential job functions Serves as the dedicated marketing lead for deposit led, rate offer initiatives, with accountability for campaign strategy, execution, governance, and...

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 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. 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: 4467 Main Street, Amherst 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: 66 South Pearl Street, Albany 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 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...

Location: 3507 Kyoto Gardens Drive, Palm Beach Gardens Florida 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...

Location: 166 Crocker Park Boulevard, Westlake 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, investment and...