9 retail customer experience supervisor jobs found

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Lead Service Officer will be responsible for servicing assigned portfolio consisting of a non-owner occupied loans originating from small business, business banking, middle market and Key Private Banking. Independently manage forecasting reports and the day-to-day requests associated with an assigned portfolio, which may come from internal partners or external clients. Strict adherence to internal compliance procedures, credit approval, risk management and documentation standards according to internal closing procedures and controls. Responsible for providing superior client service and expertise related to loan administration with ability to juggle multiple projects and levels of complexity.  Working with multiple loan servicing systems and interface applications. Essential Functions Responsible for supporting client service functions required by credit, internal partners and at the request of...

Location: 4224 Ridge Lea Road, Amherst 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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary   Responsible for servicing assigned Construction portfolio consisting of a variety of products primarily for the Community Development Lending/Income Property Group/Institutional Real Estate Group/Healthcare Real Estate Line of Business. Primary draw functions are for non-owner occupied construction/interim loan servicing. Provide excellent communication with the lending staff and partners supported by the IPG/IRE/HC teams.  Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing review of construction documents and due diligence applicable to construction and risk management. Responsible for providing superior client service and expertise related to construction administration including draw processing, budgets, construction contractor documents, lien laws with ability to juggle multiple projects and levels of complexity. Strength and experience...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

Location: 11501 Outlook Street, Overland Park Kansas JOB BRIEF (PURPOSE) Under the direction of the department manager, the person in this position is responsible for supervising the work performed by a team of insurance specialists.  This person will monitor the work output to insure that all investor guidelines, as well as internal policies and procedures are met in a timely manner.  This position requires thorough understanding of commercial insurance practices and procedures and requires the ability to exercise independent judgment to resolve problems. ESSENTIAL JOB FUNCTIONS Supervise the daily functions and responsibilities performed by a team of 8-12 insurance specialists. Research, organize and prioritize the workflow to achieve maximum productivity and compliance with Investor deadlines Manage and oversee processes and procedures to ensure data contained in the servicing system is updated to reflect the current status regarding insurance policy...

Location: 4137 Boardman Canfield Road, Canfield 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 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...

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the direction of the Payment Control Supervisor, the Investor Accounting Specialist is responsible for the timely and accurate processing of borrower payments, including those received in-house and those rejected by the external lockbox facility. The role also includes handling a variety of financial transactions such as advances, disbursements, payoffs, write-offs, and reconciliations. This position requires proactive communication with internal and external clients and adherence to internal and investor policies and procedures to ensure accurate reporting and remittance. Essential Functions Identify and process borrower payments as directed by servicing standards and agreements Research, identify, deposit, and process live checks sent directly to the Overland Park office Process payments rejected by the external lockbox facility Handle payment reversals, NSF checks, stop payments, voids, and...

Location: For Those Who Work At Home, Ohio Job Summary The Compliance Officer plays a key role in ensuring Key Investment Services LLC meets regulatory and internal standards. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects. This position requires strong analytical skills, clear communication, and the ability to manage multiple priorities in a dynamic environment. About Key Investment Services LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.  KIS also offers insurance products in conjunction with an affiliated insurance agency...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week Training: 100% on-site for the first 6 weeks Hours: Monday-Friday 8:00am-5:00pm, Rotate 11:00am-7:30 pm shift 2x/month, 8:00-6:00pm on first and last day of month Position Summary The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.     Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex...