19 retail customer service coordinator jobs found

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: 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: 36 South State Street, Salt Lake City Utah 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...

Location: 127 Public Square, Cleveland Ohio ABOUT KEYBANK REAL ESTATE CAPITAL KeyBank Real Estate Capital is one of the nation's premier commercial real estate finance platforms, offering a comprehensive suite of debt and equity solutions for multifamily and commercial properties. Our Commercial Mortgage Group (CMG) is a top-tier Fannie Mae DUS® and Freddie Mac Optigo® lender with a proven track record of originating, underwriting, and servicing Agency multifamily loans nationwide. Backed by KeyCorp's balance sheet strength and national reach, CMG delivers competitive execution, deep market expertise, and a commitment to excellence on every transaction. We are growing our Agency production significantly and seeking talented professionals who thrive in a high-volume, high-performance environment. JOB BRIEF (PURPOSE) The Agency Underwriter and Senior Underwriter is a high-impact individual contributor responsible for performing comprehensive due diligence and underwriting of...

Location: 30100 Chagrin Blvd, Pepper Pike 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: 127 Public Square, Cleveland Ohio ABOUT KEYBANK REAL ESTATE CAPITAL KeyBank Real Estate Capital is one of the nation's leading commercial real estate finance platforms, offering a full range of debt and equity solutions across multiple property types. Our Commercial Mortgage Group (CMG) is a top-tier FHA lender with a proven track record of originating and servicing FHA-insured healthcare loans under HUD's Section 232 Program. We are committed to delivering exceptional client service while maintaining a disciplined, risk-conscious approach to every transaction. JOB BRIEF (PURPOSE) As an FHA Senior Underwriter – LEAN, you will lead the underwriting and execution of complex FHA-insured healthcare transactions under HUD's Section 232 Program, including 232/223(f) acquisitions and refinances, and 223(a)(7) refinances. Eligible property types include skilled nursing facilities, assisted living facilities, memory care communities, intermediate care facilities, 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: 300 Madison Avenue, Toledo 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 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: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust (“IM&T”) accounts , assisting with 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 as well as provide differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple...

Location: 130 W 2nd Street, Suite 1950, 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...

Location: 4495 Everhard Road NW, Canton 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: 202 S Michigan Boulevard, South Bend Indiana 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...

Location: 4910 Tiedeman Road, Brooklyn Ohio This position is part time, Saturday and Sunday from 7:30 am – 6:00 pm   This position is Onsite/In Office ONLY Office experience or lockbox experience is a plus There is a Numeric Data Entry Assessment and a Sorting Assessment as part of the onsite interview process.  If a reasonable accommodation is needed, please see below on how to submit a request.​ JOB BRIEF: Under direct supervision, accelerates the receipt and processing of client remittance data, preparation and processing of checks for clearing in line with standard bank operating procedures, and prepares information for clients and service partners according to specified procedures and instructions. ESSENTIAL JOB FUNCTIONS: Accurately input payment information into Key Bank system Use numeric keypads or data entry software to process high volumes of transactions quickly and accurately Identify and flag discrepancies or missing information...

Location: 30100 Chagrin Blvd, Pepper Pike 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 planning...

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...

Location: 501 Broadway, Idaho Falls Idaho 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...