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Latest CareerBuilder Jobs: Banking, US - 30 mile radius

Latest CareerBuilder Jobs

Personal Banker - Louisville
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience. - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources. - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking. - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals. - Ability to develop a base of Centers of Influence (COIs). - Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment. - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.). - Ability to work branch hours to include weekends and occasional evenings. - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss); - Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Sr. Client Services Representative, ECP
5/20/2015 4:00:00 AM

Sr Business Bankng Relationship Mgr- Denver, CO
5/20/2015 4:00:00 AM

Personal Banker - Chelsea Branch
5/20/2015 4:00:00 AM

Specialist III, EPS
5/20/2015 4:00:00 AM

Personal Banker - Ann Arbor Main Branch
5/20/2015 4:00:00 AM

Part Time Teller - Liberty/North Youngstown
5/20/2015 4:00:00 AM

Senior Auditor - Operations
5/20/2015 4:00:00 AM

Senior Asset Manager, CDB
5/20/2015 4:00:00 AM

Part Time Teller ( 20 hours) - South Buffalo Branch
5/20/2015 4:00:00 AM

Licensed Relationship Manager - Auburn
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs) - Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses* - State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss) - Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Lead Technical Advisor
5/20/2015 4:00:00 AM

Licensed Relationship Manager
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF) The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing) Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop Supports the branch in growing a profitable book of business to achieve individual and team goals Provides sales and service assistance to all clients Develops and maintains broad knowledge of products and services to appropriately support client needs Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction Ensures compliance with operational, security and audit procedures and policies Participates in and occasionally facilitates daily branch team meetings Participates in special projects, sales campaigns and assignments as requested Assists with coaching and training tellers and other branch professionals Accurately process all financial service transactions Identifies and resolves complex client service opportunities Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop Maintains and calls on a client book of business Additional Responsibilities: As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS High School Diploma or equivalent experience 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals Ability to develop a base of Centers of Influence (COIs) Demonstrated strong customer service skills Excellent communication skills and ability to work in a team environment Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) Ability to work branch hours to include weekends and occasional evenings Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls FINRA Series 6 and 63 investment licenses* State Insurance License * Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. PREFFERED QUALIFICATIONS Undergraduate degree in business related field Possesses a general understanding of operations (risk, compliance, fraud, loss); Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Lead Teller - Noblesville Main Branch
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. About the Job: The Lead Teller reports to the Branch Manager and performs the duties of a Teller. The Lead Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities, acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs, enhances client relationships with Key by providing distinctive quality service, looks for sales opportunities by uncovering financial needs and ensuring that the client is communicated with for possible product opportunities and helps observe and provide coaching to Tellers to enhance client referrals and operational effectiveness. The Lead Teller is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. The Lead teller also is responsible for training and onboarding new Tellers. Essential Job Functions: The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide performance coaching to the branch Teller staff to meet client acquisition and customer service objectives and to assist platform staff with basic account opening and maintenance activities. Teller Functions & Staffing Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follows proper balancing procedures Act as a resource to identify and resolve more complex client servicing issues Meet individual established referral production goals Accountable for daily NSF review/weekly overdraft monitoring Assist with staffing and scheduling of the Tellers Responsible for training and onboarding new Tellers Support sales goals through identification of prospects and referrals to sales experts Seek out clients and educates them on alternative delivery channels Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client's needs and refer to a member of the branch team Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Branch Operations and Platform Assistance Provide direction and guidance for branch staff on opertational/regulartory procedures Monitor and provide coaching to Tellers to enhance referral effectiveness Assist with meeting branch established referral production goals Cross-trained to work on platform and perform basic account opening and maintenance activities as needed Update electronic profile during client conversations Act as a backup to the Branch Manager as assigned Additional responsibilities: Special assignments as requested Ensure signage and merchandise are properly displayed Ensure that the branch facilities (internal and external) are maintained Required Qualifications: High School Diploma, GED or equivalent business / operational experience A minimum of 1 year Teller experience Strong knowledge of branch operations Demonstrated superior client relationship skills Excellent communication and interpersonal skills Strong detail orientation Demonstrated organizational skills while managing multiple tasks Strong team player Working knowledge of Teller Software, PC with Windows based applications, Calculator Demonstrated ability to lead, motivate, and foster teamwork Ability to work branch hours to include weekends and occasional evenings Physical Requirements include: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1– 10 lbs., occasional lifting of up to 30 lbs Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Preferred Qualifications: 3 – 5 years of cash handling experience Competencies: Operating: Keeps on point; plans and organizes; gets work done; uses time management skills; follows work processes and focuses; manages workload; organized; exhibits an openness of new ways of doing things and an adaptable, continuous improvement mindset; understands and applies Key's risk management philosophy in day-to-day interactions Energy/Drive: Action oriented; drives for results; pursues work with energy and focus; drives for completion; client relationship focused; acts with honor and character Personal/Interpersonal: Open, receptive, accountable, and approachable; keeps promises, honors, commitments, and demonstrates open, honest communication; exhibits positive behavior People Management: Understands the value of excellent client service and demonstrates a commitment to client satisfaction for internal and external clients while balancing organizational profitability; actively listens to internal/external client feedback and delivers appropriate solutions; embraces an inclusive team and diverse perspectives to reach best outcomes; escalates issues to manager when appropriate; applies judgment within established guidelines to resolve client issues and needs Results: Dedicated to finding solutions, resolving problems, and fulfilling client needs; takes personal responsibility to see that every client is satisfied; proactively shares knowledge to help others develop and to improve the performance of the team; consistently exceeds and/or meets goals; bottom line oriented; pushes self and others for results Technical and Functional: Exhibits the technical and functional skills to perform the job In addition to the competencies specific to the Leader Teller role, all Key employees are expected to exhibit Key's Leadership Behaviors (Accountability, Managerial Courage, Drive for Results, Lead Change, Client Focus, Effective Collaboration, Develop Self, Staff and Others, Business Acumen, Manage Vision and Purpose) as outlined in Key's HR Online system. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Lead Teller - Fairwood
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Lead Teller reports to the Branch Manager and performs the duties of a Teller. The Lead Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities, acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs, enhances client relationships with Key by providing distinctive quality service, looks for sales opportunities by uncovering financial needs and ensuring that the client is communicated with for possible product opportunities and helps observe and provide coaching to Tellers to enhance client referrals and operational effectiveness. The Lead Teller is responsible for day to day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls. The Lead teller also is responsible for training and onboarding new Tellers. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Lead Teller is to perform the duties of a Teller, oversee daily Teller functions and scheduling, ensure that all branch operations are effective and compliance requirements are met, provide performance coaching to the branch Teller staff to meet client acquisition and customer service objectives and to assist platform staff with basic account opening and maintenance activities. Teller Functions & Staffing: - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follows proper balancing procedures. - Act as a resource to identify and resolve more complex client servicing issues. - Meet individual established referral production goals. - Accountable for daily NSF review/weekly overdraft monitoring. - Assist with staffing and scheduling of the Tellers. - Responsible for training and onboarding new Tellers. - Support sales goals through identification of prospects and referrals to sales experts. - Seek out clients and educates them on alternative delivery channels. Build Client Rapport: - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. Present Products: - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs: - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Branch Operations and Platform Assistance: - Provide direction and guidance for branch staff on opertational/regulartory procedures. - Monitor and provide coaching to Tellers to enhance referral effectiveness. - Assist with meeting branch established referral production goals. - Cross- trained to work on platform and perform basic account opening and maintenance activities as needed. - Update electronic profile during client conversations. - Act as a backup to the Branch Manager as assigned. Additional responsibilities: - Special assignments as requested. - Ensure signage and merchandise are properly displayed. - Ensure that the branch facilities (internal and external) are maintained. REQUIRED QUALIFICATIONS: - High School Diploma, GED or equivalent business / operational experience - A minimum of 1 year Teller experience - Strong knowledge of branch operations - Demonstrated superior client relationship skills - Excellent communication and interpersonal skills - Strong detail orientation – Demonstrated organizational skills while managing multiple tasks - Strong team player - Working knowledge of Teller Software, PC with Windows based applications, Calculator - Demonstrated ability to lead, motivate, and foster teamwork - Ability to work branch hours to include weekends and occasional evenings Physical Requirements include: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1- 10 lbs., occasional lifting of up to 30 lbs Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - 3 to 5 years of cash handling experience FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Branch Manager- Southern Western New York
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website, Key.com®, that provides account access and financial products 24 hours a day ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Branch Manager reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP (branch self assessment program) tasks. Responsible for managing, staffing and scheduling all direct reports within the branch. Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. Accountable for partnering with and referring business to all lines of business partners including, but not limited to, Retail, Investment Services, Mortgage, Private Banking, Business Banking, Cash Management, Middle Market, Merchant Services and Foreign Exchange to meet client needs. ESSENTIAL JOB FUNCTIONS: The Branch Manager is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience. The Branch Manager also ensures that branch operations are effective and compliance requirements are met. - Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers - Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch - Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships - Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect - Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them - Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters - Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources. REQUIRED QUALIFICATIONS: Non Business and Business Intensive Branches: High School Diploma or 3 years of branch management experience; 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team; General understanding of financial statements and concepts; Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports; Demonstrated ability to leverage Centers of Influence (COIs) to further promote KeyBank business; Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals; Demonstrated ability to effectively communicate and possess strong public speaking skills; Working knowledge of PC (MS Windows and Office Products; Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license in order to make outside sales calls. Additional Responsibilities for Business Intensive Branches: Demonstrated small business deposit/credit experience and familiarity with small business operations; Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: Managerial experience; Undergraduate degree in business related field; FINRA Series 6 and 63 investment licenses*; State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Branch Manager - Arbors Branch
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Branch Manager reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP (branch self assessment program) tasks. Responsible for managing, staffing and scheduling all direct reports within the branch. Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. Accountable for partnering with and referring business to all lines of business partners including, but not limited to, Retail, Investment Services, Mortgage, Private Banking, Business Banking, Cash Management, Middle Market, Merchant Services and Foreign Exchange to meet client needs. ESSENTIAL JOB FUNCTIONS: The Branch Manager is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience. The Branch Manager also ensures that branch operations are effective and compliance requirements are met. - Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers - Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch - Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships - Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect - Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them - Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters - Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources. REQUIRED QUALIFICATIONS: Non Business and Business Intensive Branches: High School Diploma or 3 years of branch management experience; 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team; General understanding of financial statements and concepts; Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports; Demonstrated ability to leverage Centers of Influence (COIs) to further promote KeyBank business; Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals; Demonstrated ability to effectively communicate and possess strong public speaking skills; Working knowledge of PC (MS Windows and Office Products; Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license in order to make outside sales calls. Additional Responsibilities for Business Intensive Branches: Demonstrated small business deposit/credit experience and familiarity with small business operations; Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: Managerial experience; Undergraduate degree in business related field; FINRA Series 6 and 63 investment licenses*; State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Area Retail Leader- Seattle, WA
5/20/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Area Retail Leader (ARL) reports to the Regional Sales Leader and is responsible for the sales, service and financial leadership of multiple branches in a defined geographic area. Results are driven through coaching the Branch Manager and his/her direct reports. The ARL leverages relationships with product and other line of business partners to benefit the client, support the delivery of distinctive client service and achieve sales/financial results for the area branches. A majority of the ARLs time is spent in the branches observing, coaching, joint calling and focusing on sale/revenue generation activities. The ARL partners with the District Operations Manager (DOM) and Operations Leader (OL) to ensure operational efficiencies and compliance within the branches in their defined geographic area. The ARL has oversight of recruiting, hiring, training and supervision of Branch Managers and their direct reports and ensures adherence to the staffing model for branches in their defined geographic areas. Partners with the DOM for the recruiting and hiring of OLs. Evaluates Branch Manager and branch personnel performance, enforces KeyBank's policies and procedures, recommends Branch Managers for advancement and communicates with senior management regarding strategic and personnel decisions. The ARL also manages, leads and coaches the Personal Banker float pool. ESSENTIAL JOB FUNCTIONS: The role of the ARL is to build, coach, develop, lead and motivate a team of Branch Managers who are capable of analyzing client needs and recommending financial solutions that create lasting client relationships. The ARL is responsible for ensuring that branch operations are effective and compliance requirements are met. ARLs are responsible for coaching the Area Operations Leaders and Branch Managers on sales and service effectiveness and exemplifying leadership behaviors. - Engage in a disciplined approach to human capital by holding each branch team accountable for performance management as well as talent recruitment, development and retention. Provide training, recognize/reward high performers and hold Branch Managers to the same standard. - Ensure that branches are staffed with highly motivated, client- focused, sales and service focused personnel; proactively recruit, interview and select all Branch Managers and Area Operations Leaders and participate in the interviewing and selection of all branch sales roles. - Meet or exceed established client growth and profitability goals by ensuring the branch retail teams are using appropriate sales and service processes in all client interactions. This is accomplished through monthly observational coaching sessions, joint sales calls and using the coaching model; developing/utilizing individual professional development plans by leveraging Branch Manager skills assessment for each direct report. - Ongoing inspection of the Key Sales Process and the Consultative Sales Process. - Ensure Book of Business and system generated leads from the Client Experience (CE) Desktop are proactively managed. - Conduct sales meetings. - Lead by example and ensure consistent delivery of distinctive service for all clients. - Utilize the annual district marketing plan to support the district and area performance goals. - Serve as the market leader in his/her area, foster strong partnerships with all lines of business, the District President and the Operations Leaders. - Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors and Mortgage Loan Officers in coaching sessions to develop the area strategies. - Establish a team environment where corporate, segment and district strategies are communicated, an open two- way dialogue is encouraged and best practice sharing is prevalent; promote collaboration at both the direct report level and within the branches. - Adherence to branch staffing models. - Monitor and ensure all operational reviews are conducted by Area Operations Leader and resolutions are in place. - Special assignments as requested. - Community involvement as requested. REQUIRED QUALIFICATIONS: - High School Diploma - A minimum 5 years of branch management - 3 years of leadership experience in the financial services industry with a focus on successful sales teams - Demonstrated ability to develop and execute sales plans and lead teams to sales and service success - Strong business acumen to include an understanding of financials (PNL), credit and lending practices and business banking - Excellent verbal and written communications skills - Ability to coach sales staff to meet designated goals - Working knowledge of PC with Windows based applications to include Excel - Physical Requirements: Requires frequent travel within assigned area; must have own transportation. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred skils: - Bachelor's degree in business or finance related field - Multi- site management preferred FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Customer Service Representative Retail Banking
5/20/2015 4:00:00 AM

Details: Opportunity in Broward County for an experienced front-line banker committed to quality customer service with the ability to cross-sell bank products and services. Candidates should be proficient using teller and new account opening software. Email resume to Source - South Florida Sun-Sentinel

Inside Sales Loan Agent
5/20/2015 4:00:00 AM

Details: Job is located in Anaheim, CA. Are you a competitive sales professional with a desire to earn a lucrative income potential? Do you have prior inside sales experience especially with B2B sales? Do you believe in being rewarded for your excellent sales performance? LoanMe, Inc. is hiring Inside Sales Agents! NO COLD-CALLING required!

Inside Sales Loan Agent
5/20/2015 4:00:00 AM

Details: Are you a competitive sales professional with a desire to earn a lucrative income potential? Do you have prior inside sales experience especially with B2B sales? Do you believe in being rewarded for your excellent sales performance? LoanMe, Inc. is hiring Inside Sales Agents! NO COLD-CALLING required!

Loan Agent
5/20/2015 4:00:00 AM

Details: Job is located in Anaheim, CA. Are you a sales professional with a proven track record of closing deals? Do you want to make more money and work for a company that will provide the resources necessary for you to be successful? Do you believe in being recognized and handsomely rewarded for your hard work? If you answered "YES" to the statements above, READ ON! Incredible income potential! LoanMe, Inc. have immediate openings for Loan Agents. Loan Agents will take inbound calls and follow-up on outbound calls will be required; but NO COLD-CALLING. Do you have a burning desire to up earn to $150k/year? Our top Loan Agents have the potential to make this and more!

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Wednesday, 20 May 2015

Latest CareerBuilder Jobs: Banking, US - 30 mile radius

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