2 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...