82 finance jobs found in Rocky River, OH

Location: 127 Public Square, Cleveland Ohio This position will provide forecasting and reporting support to executive leadership to help make informed decisions. The individual will report to the Director, Brokerage Accounting, and will be responsible for designing, developing and producing financial reporting and analysis to serve our business clients and assist in cross functional activities. Primary responsibilities include: Providing accurate and insightful financial reporting. Performing financial analysis to identify areas for financial performance improvement.  Effectively communicate results, insights, and recommendations to the Finance leadership team. Conducting ad-hoc financial performance analysis to assist in understanding forecast results and trends. Essential Job Functions   Generate daily scorecards and dashboards for securities, derivatives and FX sales and trading functions and associated inventory.  Monitor, calculate and report on liquidity...

Location: 20633 Center Ridge Road - Rocky River, Ohio 44116 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker 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. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. 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 journey. We take pride in serving our...

Location: 20633 Center Ridge Road - Rocky River, Ohio 44116 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

Location: 19234 Detroit Road - Rocky River, Ohio 44116 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker 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. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. 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 journey. We take pride in serving our...

Location: 1435 Warren Road - Lakewood, Ohio 44107 Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...

Location: 1411 Columbia Road - Westlake, Ohio 44145 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker 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. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. 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 journey. We take pride in serving our clients...

Location: 1411 Columbia Road - Westlake, Ohio 44145 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

Location: 4900 Tiedeman Road, Brooklyn Ohio Who We Are At Key, we’re more than a bank.  We’re a proud community committed to supporting our teammates’ success and the success of the clients and communities we serve. Our Language Access Program (LAP) team is focused on assessing, planning and implementing an enterprise-wide language access program, making KeyBank’s products and services more accessible to non-English speaking communities. The team reports into Community Banking; however, they work across the enterprise to deliver a thoughtful program. We are seeking a candidate who resides in one of the KeyBank market areas: All NY Markets Denver, CO Connecticut Springfield, MA Cleveland, OH This position is a Hybrid schedule with 3 days a week required in office. About the Role The Consumer Analyst will play a key role in supporting KeyBank’s Language Access Program (LAP), which is designed to ensure equitable access to banking services for clients with...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Mobile, in office 2 days a week at 4910 Tiedeman Rd, Brooklyn, OH. Job Summary KeyBank is seeking a highly skilled Senior Software Engineer with deep expertise in Google Dialogflow or similar platforms, Voice Bot and Chatbot development, Google Cloud Platform (GCP), and Node.js to lead development initiatives for our Contact Center solutions. The ideal candidate will have strong technical leadership capabilities, hands-on experience in building scalable conversational AI applications, and a background in the finance industry. Essential Functions Lead the design, development, and deployment of voice and chat-based conversational agents using Google Dialogflow or similar platforms and GCP services. Architect and implement Node.js-based microservices for high-performance, secure, and scalable solutions. Build and optimize voice-enabled and chat-enabled AI solutions for customer interactions across...

Location: 4910 Tiedeman Road, Brooklyn Ohio This position has a 2-day a week in-office work schedule at one of the following offices: 4910 Tiedeman Road, Brooklyn, OH 4224 Ridge Lea Road, Amherst, NY Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. They provide business analysis and project/product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Utilize industry trends to influence requirements for new application features and enhancements that are consistent with strategic priorities. Significantly contributes to the design process to ensure it supports business requirements and an optimized user experience. Capture requirements for a highly complex system and/or multiple systems across multiple stakeholders; understands and applies the SDLC to the execution of deliverables. Translate business requirements into technical requirements considering multiple users, risks, and/or impact scenarios and convey with appropriate level...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Mortgage Loan Processing Assistant is responsible for obtaining necessary information to meet quality standards for completeness, accuracy and timelines established for the loan type. This individual will provide highly skilled support to the Mortgage Loan Processors. The Processing Assistant is able to interface effectively and professionally with clients, Loan Officers and branch referring partners. Essential Functions Review all loan applications for accuracy, completeness and compliance Image/index, review and submit completed files via the loan origination system to the underwriting department Reviews loan files for appropriate documents including credit report, updates title work, appraisal, final inspections, hazard insurance, flood certification and flood insurance if required. Manage a time-line on all assigned loan files, ensuring the timely receipt of all required documents, following-up with the...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job As part of Key’s second line of defense Compliance Risk Management function, the Risk Evaluation and Assurance Program (the “REA Program”) has the responsibility for evaluating Key’s ongoing compliance with applicable laws and regulations through the execution of compliance and operational risk monitoring and testing across Key’s lines of business, products, and functional activities. Individuals in this role assist in the design and execution of operational risk testing and continuous monitoring. Individuals work both autonomously on assignments and in collaboration with other members of REA team on projects and testing. The ideal candidate has a functional knowledge of consumer finance operations and products, experience in testing/auditing, and a passion for continuous learning and challenging the status quo. Essential Job Functions Serve on a team of risk evaluation and assurance professionals, working...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary Under general administrative direction, the Compliance Analyst uses knowledge and skills obtained through training, experience, and/or specialized education to conduct onsite branch inspections and related compliance reviews.  This role requires regular travel and focuses primarily on evaluating supervisory systems, physical office settings, records and documentation, and conducting employee interviews to assess adherence to firm policies and procedures, as well as applicable federal and state regulations. The Compliance Analyst is responsible for thorough documentation of inspection activities and clear communication of results to business and compliance stakeholders. 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...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Description This position requires a DE, SARS or LAPP certification. ABOUT THE JOB (JOB BRIEF) The Mortgage Senior Underwriter is responsible for reviewing, analyzing and approving residential loan applications. The Mortgage Senior Underwriter is also responsible for verifying income, assets, credit and collateral documents including self-employed personal and business tax returns. The Mortgage Senior Underwriter may be involved in one or several types of mortgage lending (agency conventional, portfolio conventional, FHA/VA MI etc.).  This position will also lend support to other underwriters on complex loan submissions. Lending authority to include conventional, government and jumbo loan programs for up to $750,000. Excellent phone and communication skills and the value of providing superior customer service to internal and external customers required. An exemplary customer service-oriented attitude and the ability...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: Monday- Friday 8:00am 5:00pm Location: Hybrid opportunity requiring minimally 2 days in office Job Summary The Pricing Operations Lead Specialist is responsible for supporting pricing activities for investments held by Key Private Bank clients on our accounting system, Global Plus.  Timely and accurate pricing ensures securities are valued correctly on customer statements, valued correctly for client fees and for investment review purposes. The specialist is responsible for monitoring the daily automated pricing interfaces and reviewing alternative investment valuation statements and updating pricing based on this analysis.  Additionally, the specialist assists with the monthly stale priced asset control process and may aid in projects to streamline and improve department processes. This position provides support to Department Manager, Section Manager, and Associates to ensure accurate and timely pricing of...

Location: 4900 Tiedeman Road, Brooklyn 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 2 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. Available for East Coast meetings, required Job Description:   Seeking a dynamic Transmissions Onboarding Analyst Lead to join our Commercial Data Transmissions team. The ideal candidate will work closely with clients to onboard payment product transmissions.  In addition, they will integrate client systems ( ERP, Treasury Workstations, etc)  with the bank's infrastructure via a variety of file exchange and transmissions protocols for the seamless exchange...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Wealth Systems Administrator role within Key Wealth Management is accountable for ensuring that in-scope systems are running smoothly, and all critical operations are performed in accordance to service level agreements. Job Description The Wealth Systems Administrator role within Key Wealth Management is primarily responsible for ensuring smooth day-to-day system operations with the Key Wealth Management business lines. This role requires an individual with a strong sense of accountability and expertise to ensure that front office systems, processes, data management, and customer/advisor connectivity are properly implemented and maintained, and reporting, critical business processes, and regulatory issues are resolved in a timely manner. The individual must partner with internal constituents across all of KeyBank, including but not limited to, field/branch roles, trading desks, technology, operations,...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary This role will be expected to be working with Wealth leadership team delegates and partners across the enterprise in a highly collaborative manner in relation to the day-to-day management of Wealth systems. Scope of responsibilities will include creation/ownership of a system administration governance process, release management oversight (for assigned systems), system release quality assurance, future-ready planning, and oversight and management of assigned employees and/or contractors. Additional responsibilities as assigned.   Job Description The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily responsible for overseeing system administrators assigned to a group of systems used by Key Wealth Management employees to run the business. This role will ensure smooth day-to-day management of the team. This leader is responsible for building out a framework to effectively...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF): Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention. This individual would be a primary contact for clients when their licensed representative is unavailable and assist in building customer loyalty and taking responsibility for customer satisfaction. ESSENTIAL JOB FUNCTIONS: Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Follow up on all order executions for payment and remittance as required. Accepting and processing of client account maintenance requests from the sales force and clients. Reviewing client requests, accounts and determining appropriate resolution. Recognize and report sales opportunities. Client...

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: 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 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 issues based on development. The Lead Specialist is also responsible for moderate operational and/or...

Location: 4900 Tiedeman Road, Brooklyn Ohio The Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp’s Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management. As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Credit Associate (0 - 1mm in 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 Credit Associate 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. Credit Associates 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. Credit Associates are required to make loan decisions within an assigned lending authority and provide educated, well-thought-out...