Latest CareerBuilder Jobs: Banking, US - 30 mile radius

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Latest CareerBuilder Jobs: Banking, US - 30 mile radius

Latest CareerBuilder Jobs

Part Time Teller
5/22/2015 4:00:00 AM

Details: Overview: Talmer Bank and Trust is a growing community-oriented financial institution that provides highly personalized financial services to individuals, professionals and their businesses with offices throughout the Midwest . Like other banking institutions, we offer a full array of products and services. We believe that the high level of service and personal attention provided by our employees is what sets us apart from other financial institutions. At Talmer Bank and Trust, we take pride in developing and maintaining personalized relationships with our customers. Being a community bank is not just what we are, but who we are. Our team includes the industry's best professionals that are committed to our mission of Community, Integrity and Service. We welcome individuals with the talent and desire to serve our community. If this sounds like you, we'd love to have you become a member of our family! We are currently looking for a customer service minded individual to join our team as a part-time Teller or Customer Service Representative. Responsibilities: Provide prompt, efficient, accurate and friendly service to each customer of the Bank. Put service first by doing more than our customer expects. Responsible for processing customer transactions that include deposits, withdrawals, loan payments, cashing checks, etc. while providing an unsurpassed client experience. Project friendly, positive and professional bank image. Know and adhere to Personnel and Operations policies and procedures. Maintain the highest level of confidentiality with regard to customer/employee information. Promote and cross-sell the Bank's products and services to new and existing clients, assuring proper servicing and referrals with the appropriate team member. Identify customer needs and establish and maintain professional, courteous relationships with customers. Organize teller procedures and work area for neat and efficient operation and control. Work cooperatively with all Bank employees. Perform other projects and duties as requested.

 

Job Title: Dynamics NAV Support Developer| Louisville, KY | $85
5/22/2015 4:00:00 AM

Details: Job Title: Dynamics NAV Support Developer| Louisville, KY | $85-110K base Job Description: Dynamics NAV Support Developer| Louisville, KY | $85-110K base Exciting new opportunity for an experienced developer to join a fast growing company! This established manufacturing end user is enthusiastically looking to optimize their current system using the latest versions of Dynamics NAV and needs a mid-level developer to help them take their business to the next level! Due to the fast growing nature of the company, this position offers great opportunity for growth and a chance to lead the team and further advance your skills as a development specialist. The right candidate will require the tenacity to take on new challenges as they arise in the transition, as well as multi-task between the technical and functional side of the optimization process. Duties will include: Customization and implementation of new versions of NAV (2015) for functional use, ability to support team in development requests, integration of NAV to third party applications and creating/adding functionality to the core NAV systems. The Ideal Candidate Will Have: * At least 2 years of Dynamics NAV / Navision development experience * Manufacturing experience is a plus, but not a requirement * 5+ years of software/application development experience * Dynamics NAV 2009, 2013 and/or 2015 experience Please apply NOW by emailing your CV to or call 212-731-8252 for more details. PLEASE SEE http://www.nigelfrank.com/us FOR MORE FANTASTIC DYNAMICS OPPORTUNITIES! Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Navision/ Dynamics NAV jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America and Europe. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Navision jobs are. I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics NAV / Navision candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics NAV / Navision jobs that are available I can be contacted on 1-800-519-5960. Please see www.nigelfrank.com for more fantastic Microsoft Dynamics opportunities! Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy.

 

Teller: Various Branches, Rockland County
5/22/2015 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. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals 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 Accurately process all financial service transactions 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 Help create and establish a business relationship between the Personal Banker and the client 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 Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: 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. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Teller, Float: Watertown Area
5/22/2015 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. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals 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 Accurately process all financial service transactions 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 Help create and establish a business relationship between the Personal Banker and the client 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 Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: 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. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals 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.

 

Relationship Manager, Key@Work
5/22/2015 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): Key@Work is a workplace banking program that provides an exclusive package of banking services that companies can offer to employees as part of their overall benefits package. The program provides financial benefits to companies and their employees. The program is a great opportunity for Key to grow revenue by acquiring new client relationships. This position leads the Key@Work initiative in the market in executing sales efforts and achieving District goals. ESSENTIAL JOB FUNCTIONS: The Key@Work Relationship Manager (Key@Work RM) develops new client relationships or expands current client relationships to provide banking solutions to the employees of the business client as part of their benefits package. The Key@Work RM will be 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 their daily work to create a positive Client Experience. This includes: Opportunity Management - Develops and maintains an in- depth knowledge of Key@Work products and services. - Helps the branch network to win new consumer household accounts through the delivery of the Key@Work program. - Builds client referral pipeline via identification and development of internal and external centers of influence. - Works with district LOB leaders, Relationship Managers/Branch Managers, Business Banking RMs and Commercial Banking RMs to joint call on Key's current and prospective client base to deliver the entire bank and grow the district's deposit base. Builds trusting relationships with line of business partners to ensure that the Key@Work program is well- integrated in the business, including incorporating Key@Work in client relationship reviews. - Employs a disciplined approach to prospecting. Documents calling efforts. - Plans, coordinates, and conducts presentations accommodating the business scheduling needs at an employer's work location. (to close deal and/or meet with employees in initial meetings) - Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. - Promotes the benefits of Key@Work to maximize new client acquisition and deposit growth. Serves as district Key@Work champion. Disseminates program information. - Provides coaching and support for district employees, including joint calling, to improve the comfort level and product knowledge of the employee base. Ensures new hires are introduced to and familiar with Key@Work. - Proactively provides client solutions by contacting referrals identified in the Desktop. - Meets or exceeds sales presentation goals for deposit products and cross sales (as assigned). - Records and tracks results in an effort to continue to improve the process on an ongoing basis. - Works with Key@Work corporate team. Serves as liaison between corporate team/field and provides feedback to the team regarding the sales process and the program. Needs Assessment - Develops a comprehensive understanding of client's and employee base. - Delivers distinctive service by presenting a value- added banking program for the client's employees. - Brings other Key business partners to the table to deepen the relationship. Present/Pitch - Promotes and cross- markets products and services to clients by keeping clients informed of products and services. - Makes joint calls with LOB leaders and RMs to enhance their selling skills and uncover Key@Work opportunities. Fulfillment - Actively listens to concerns, presents a clear concise picture and provides the client with additional information to close the sale. - Ensures that new customer relationships consistently meet all compliance requirements. Follow- Up - Ensures ongoing contact with new clients to enhance client's initial experience with Key. - Aggressively grows and maintains DDA accounts by successfully closing deals to meet district deposit goals. - Meets quarterly with employers and LOB partners to ensure satisfaction with the program and secure feedback, in an effort to increase penetration of the employee base. MARGINAL OR PERIPHERAL FUNCTIONS - Provides feedback to corporate partners and Key@Work corporate team and partners regarding new product development. - Coaches joint calling partners to enhance district employees' selling skills and product knowledge. - General knowledge of business environments. REQUIRED QUALIFICATIONS: - Undergraduate degree in business/related field or equivalent work experience. - Proven comfort level and confidence regarding calling on business owners and decision makers, including senior level executives. - Excellent verbal and written communication skills and strong presentation skills. - Demonstrated ability to engage a group in interactive dialogue. - Three plus years demonstrated sales and business development experience including lead generation with proven results. - Strong customer service skills. - In depth knowledge of financial products and banking regulations. Must be familiar with employee- focused products and services to maximize cross sell opportunities (Key Investment Services, Payworks, Health Savings Accounts, etc). - Proven experience with and comprehensive understanding of financial services products. - Proficient in personal computer applications. 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.

 

Personal Banker- Portland Area
5/22/2015 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 Min/Fem/Vet/Disabled

 

Personal Banker - Westgate/Rocky River
5/22/2015 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.

 

Personal Banker - Lorain
5/22/2015 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 Min/Fem/Vet/Disabled

 

Underwriter Analyst, Agency
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. ABOUT THE JOB Supporting role to several underwriters. Position involves collecting, processing and reviewing information for loans pursuant to guidelines required by Fannie Mae and Freddie Mac products. ESSENTIAL JOB FUNCTIONS Collect and review all documentation received for Lender compliance. • Review Borrower structure by creating and/or reviewing organizational charts and organizational documents • Review Borrower and Key Principal/Borrower Principal's real estate schedule and analyze LTV's, DSCs, and outstanding principal balances to ensure sufficient equity, mortgage verifications to evaluate Borrower's loan history payment and credit worthiness. • Review mortgage verifications to evaluate Borrower's loan history payment and credit worthiness. • Forward zoning consultant necessary data to complete the zoning and building code analysis. Once report is received, check for completeness and accuracy. • Obtain building code violation letters. • Verify and analyze liquidity to ensure there is sufficient liquidity per Freddie Mac and Fannie Mae guidelines. • Research property taxes to verify payment and/or outstanding taxes, exemptions or appeals. • Review credit reports for public records, credit scores, judgments and late payments. • Verify utilities for service to property and future increases in rates. • Establish and continually update the Contact List for each transaction to which you are assigned. • Coordinate the internal and external kick-off calls in a timely manner using the Calendar function in Lotus Notes. • Obtain bids and engage Appraisal, Environmental, Engineering, Seismic, Zoning Reports and O&M Plans in accordance with Credit Policy. Monitor due dates and timely receipt of draft reports and follow up on delivery of final reports. • Maintain a General Ledger for each transaction. • Process all invoices and submit to Deputy Chief Underwriter for Approval. • Consistently follow established process and procedures to ensure an efficient, diligent and methodical transaction. • Assist Closers in preparing and organizing necessary final documentation for upload to E-Folder. • Update all fields on Agency Pipeline report for accuracy and to ensure the most current information is presented. • Upload Underwriting Packages to Freddie Mac's Document Management System in a timely manner and strive for 100% accuracy in both front end submission and post purchase review. • Share insights and recommendations for improvement to your manager • Monitor receipt of all required documentation, send out weekly missing documents letter, • Preparation of forms for document submission, including customizing checklists for the Borrower, Key Principals/Borrower Principals, Principals and the Property. • Complete miscellaneous forms required by both Fannie Mae and Freddie Mac. • Management of all credit files, finalization of credit files, preparation of items sent to Closers for delivery packages to be sent to Fannie Mae/Freddie Mac. • Manage deal flow between Underwriters, prioritizing daily tasks and identifying immediate needs. • Special projects upon request MARGINAL OR PERIPHERAL FUNCTIONS • Respond to internal client requests regarding operational projects across Key National Bank. REQUIRED QUALIFICATIONS • The positions require very organized, detail oriented candidates with excellent written and verbal communication skills. Previous real estate experience is required. • Must be highly proficient with Microsoft Office applications including Excel, PowerPoint and Word. PREFERRED QUALIFICATIONS Experience working with Fannie Mae, Freddie Mac and FHA multifamily and healthcare programs COMPETENCIES/SKILLS • Demonstrates good organizational and time management skills. • Demonstrates initiative and good leadership qualities. • Works well in a team-oriented environmental. • Handles conflict without a confrontational attitude. • Produces measurable results demonstrating advancement of operational focus areas. • Takes ownership of operational focus areas or specific tasks within a team project EQUIPMENT USED/PHYSICAL REQUIREMENTS • PC-based software such as Word, Excel, Adobe Acrobat and Lotus Notes. • Financial calculator and Excel-based financial analysis models. TRAINING REQUIRED • Must complete KeyBank compliance training within the required timelines. • Must become familiar with KeyBank's processes and procedures for underwriting/processing. • Must become familiar with Agency and Multifamily Capital Markets as a whole. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Personal Banker - Great Northern
5/22/2015 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 Insights Consultant
5/22/2015 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: KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank's Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the Corporate Bank Leadership team and its business groups. Decision Science & Modeling – Senior Client Insights Consultant The Senior Client Insights Consultant serves as an advanced subject matter expert for data mining and predictive analysis projects within Decision Science & Modeling team. The Senior Consultant leads development, validation, documentation, execution and measurement of complex statistical models, and works closely with internal clients to better understand the needs and behaviors of its clients and prospects. The position serves as an expert with accountability for complex predictive modeling specialties and handles assignments with high degree of impact. Essential Functions ​ Ensure analytics plays a key role in the development, execution, and measurement of Key Bank's marketing, client and pricing strategies. Translating business partner's needs into advanced analytics projects and prioritizing projects based on expected tactical and/or strategic business impact to quickly achieve goals. Proactively define and manage data analytics projects, including data identification/preparation and statistical analysis/model building to identify opportunities where analytics can optimize client experience and marketing efforts and consolidate data from various systems to develop, maintain, and monitor client segments. Perform model independent validation and documentation of newly-developed predictive models to ensure they follow good modeling practices and are in compliance with Model Governance Policy, Guidelines and OCC requirements. Conducting annual model validations to ensure models are working as intended and if the existing validation activities are sufficient. Develop predictive models to support client centric initiatives at various stages of the customer lifecycle including acquisition, response, activation, utilization and retention. Provide a consistent and trackable infrastructure to allow the Line of Business Marketing Manager to test and learn product, promotion and price variations along with sub-population performance (response, activation, usage, revenue, profit, etc.). Understand various analytic tools including data types, sources, and modeling techniques. Act as a resource of junior members of the team. Required Skills ​Undergraduate degree required. MBA with analytic emphasis or graduate degree in a quantitative field such as statistics, probability or operations research strongly preferred. Intellectual curiosity, inquisitive nature and desire to deepen knowledge. Hands on experience in predictive modeling and advanced analytics, preferably in the financial industry with focus on marketing models that support acquisition, cross sell and next best product offering. 3+ years' experience applying various statistical methods such as multiple regression, logistic regression, CHAID, decision trees and multivariate statistical methods in the workplace. Ability to develop, test, and verify models with little guidance. Knowledge of SAS, SPSS, R, SQL, or similar relational database preferred. Strong written and oral communication skills, proven ability to convey the results of complex analyses in a clear and concise manner using business language. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Part-Time Teller - Fairfield Branch
5/22/2015 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 Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. 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 Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. - 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. - Accurately process all financial service transactions. - 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. - Help create and establish a business relationship between the Personal Banker and the client. - 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. - Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: 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. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. 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.

 

Part Time Teller - Pepper Pike
5/22/2015 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 Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. 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 Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. 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. - Accurately process all financial service transactions. - 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. - Help create and establish a business relationship between the Personal Banker and the client. 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. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: 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. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. 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.

 

Part Time Teller (20 hours) - Draper, UT
5/22/2015 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. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals 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 Accurately process all financial service transactions 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 Help create and establish a business relationship between the Personal Banker and the client 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 Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: 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. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals 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.

 

Part Time Teller (20 Hours) - Draper, UT
5/22/2015 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. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals 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 Accurately process all financial service transactions 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 Help create and establish a business relationship between the Personal Banker and the client 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 Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: 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. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals 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.

 

Senior Banker, Income Property Group
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key s product platform which includes traditional bank products investment banking and capital markets executions. Senior Bankers also drive the financial performance of the team through profitable revenue growth active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role mentoring junior team members overseeing the successful execution of larger and complex transactions as the deal team leader and embodying Key values. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect s business through analysis of their management practices portfolio dynamics and business strategy in the context of the current industry/economic climate and then crafting value-added solutions ideas and advice. Viewed by the client as a valued business partner (financial strategist).Provides the client with knowledge and access to the breadth of Key s product platform which includes: investment banking interim and permanent credit facilities cash management interest rate management syndications debt capital markets deposits leasing private banking equipment finance etc. Possesses sufficient product knowledge to educate the client on Key s capabilities effectively identifies potential opportunities and facilitates the introduction and coordination of product partners. Serves as deal team leader coordinating the efforts of one or more Relationship Managers Portfolio Managers and/or other partners.Structures and leads credit and non-credit product delivery consistent with the LOB strategy while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations). Proactively manages a loan portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings. Resolves out-of-balance and/or other default situations which may occur in the portfolio. Partners effectively with Credit Product Partners Servicing and other partners identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.Develops focused strategies for retaining growing acquiring and in some cases exiting client relationships based on the business strategy. Demonstrates functional technical and credit expertise and effectively transfers this knowledge to team members; provides coaching and mentoring to others within the organization.Takes an active role in onboarding and training new team members and partners. Enables successful execution by embracing all business development processes and proactively identifies and communicates areas for continuous improvement. Participates in community and professional organizations which enhance our expertise and profile. Required Qualifications Bachelor s Degree in accounting finance or related field or equivalent experienceAt least 10-15 years of real estate lending experience including through a real estate downcycle A proven understanding of the importance of balancing business development and asset quality/risk management Demonstrated ability to work effectively on a team to maximize the skills and capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team s financial and risk management goals Preferred QualificationsMast FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Production Analyst - Healthcare
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job As a member of the Commercial Mortgage Group Healthcare Team, prepares Deal Packages to obtain quotes from Fannie Mae, Freddie Mac, FHA, LIFE Company, & CMBS firms on seniors housing and healthcare transactions. Work effectively with Mortgage Bankers, Analysts, and other internal stakeholders to provide a high level of service to existing and new clients in the permanent mortgage sector and to deliver the proposed financing in an expeditious and professional manner. Essential Job Functions This position works closely with Healthcare Mortgage Banker (HC MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers. Work with HC MB to determine loan sizing and pricing under all permanent lending programs. Work with HC MB in drafting loan applications. Prepare loan submissions to third party capital lending sources and aid in the processing of the loans with third party investors. Assist Bankers in shepherding loans through the due diligence and closing process. Assist in business development by tracking transactions and fostering relationships with borrower, brokers and investors. Other duties and projects as assigned. Required Qualifications Business Related Degree. Minimum of 2+ years Commercial Real Estate financial analysis experience, healthcare experience preferred. Ability to handle and prioritize multiple tasks in a timely manner. Computer literate with proficiency in Microsoft Excel and financial spreadsheets. Strong analytical, organizational and communication skills are a must. Preferred Qualifications Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA and Seniors Housing a plus. Note, this position may be located in Washington, DC, Dallas, TX, Cleveland, OH, Atlanta, GA, Seattle, WA, Tampa, FL OR El Segundo, CA. 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.

 

Portfolio Manager - KeyBanc Capital Markets Public Sector
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. Portfolio Manager,Private Loan Management Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. ESSENTIAL JOB FUNCTIONS Obtain and participate in the analysis of all necessary documentation including, all notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions. Model future financial performance of prospective client, including down-side scenarios. Prepare thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues. Manage approvals regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies. Ensure that all documentation is accutate and properly maintained. Prepare white papers on assigned industry segments. Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses. Identify potential problem accounts and work to improve the bank's position in undesirable situations. Conducts periodic site visits to assess management, business conditions and build rapport with accounts. Assist in client quadrant rankings. Maintain client and prospect databases. Assist Investment Bankers/Relationship Managers in structuring transactions. Work closely with outside counsel. REQUIRED QUALIFICATIONS BA in finance, business, economics or related field. 4-6 years of large (sales in excess of $250 million) corporate, commercial or investment banking loan structuring or an MBA, plus 2-4 years of relevant experience. Competence in Financial Modeling, demonstrated by a) Repetitive modeling b) Demonstrated accounting knowledge c) Unique analysis d) View on optimal capital structure e) LBO model f) Analysis in support of due diligence g) Knowledge of collateral valuation Strong data gathering skills demonstrated through: Research i) How to use it… ii) Where to find it… iii) Leverage prior deal knowledge… How to challenge assertions in offering memorandum Begin digging deeper into the meaning of the data gathered Strong understanding of basic financial metrics, demonstrated as Key ratios Understanding what's relevant The interdependency of the data Developing covenant package Industry Knowledge Ability to evaluate different business models. Demonstrated ability to leverage organizational expertise. Product Knowledge Commercial banking product appreciation – cash management, FX, derivatives, etc… Investment Banking appreciation Due diligence in support of LCF lending Ability to Leverage/maintain Internal Data Systems and Technology such as: CWA MS Office MFA Risk Rating Models ROE 1st Research on KeyNet McDonald Research Ability to Communicate Professionally and Competently Verbal Credit write-up/approval meetings External/internal All levels Written Basic grammar Spelling Content Logical format/credit agreement Competency with Micorsoft office suite PREFERRED QUALIFICATIONS MBA CFA FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Portfolio Manager - KeyBanc Capital Markets Public Sector
5/22/2015 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 Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. Portfolio Manager,Private Loan Management Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. ESSENTIAL JOB FUNCTIONS Obtain and participate in the analysis of all necessary documentation including, all notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions. Model future financial performance of prospective client, including down-side scenarios. Prepare thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues. Manage approvals regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies. Ensure that all documentation is accutate and properly maintained. Prepare white papers on assigned industry segments. Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses. Identify potential problem accounts and work to improve the bank's position in undesirable situations. Conducts periodic site visits to assess management, business conditions and build rapport with accounts. Assist in client quadrant rankings. Maintain client and prospect databases. Assist Investment Bankers/Relationship Managers in structuring transactions. Work closely with outside counsel. REQUIRED QUALIFICATIONS BA in finance, business, economics or related field. 4-6 years of large (sales in excess of $250 million) corporate, commercial or investment banking loan structuring or an MBA, plus 2-4 years of relevant experience. Competence in Financial Modeling, demonstrated by a) Repetitive modeling b) Demonstrated accounting knowledge c) Unique analysis d) View on optimal capital structure e) LBO model f) Analysis in support of due diligence g) Knowledge of collateral valuation Strong data gathering skills demonstrated through: Research i) How to use it… ii) Where to find it… iii) Leverage prior deal knowledge… How to challenge assertions in offering memorandum Begin digging deeper into the meaning of the data gathered Strong understanding of basic financial metrics, demonstrated as Key ratios Understanding what's relevant The interdependency of the data Developing covenant package Industry Knowledge Ability to evaluate different business models. Demonstrated ability to leverage organizational expertise. Product Knowledge Commercial banking product appreciation – cash management, FX, derivatives, etc… Investment Banking appreciation Due diligence in support of LCF lending Ability to Leverage/maintain Internal Data Systems and Technology such as: CWA MS Office MFA Risk Rating Models ROE 1st Research on KeyNet McDonald Research Ability to Communicate Professionally and Competently Verbal Credit write-up/approval meetings External/internal All levels Written Basic grammar Spelling Content Logical format/credit agreement Competency with Micorsoft office suite PREFERRED QUALIFICATIONS MBA CFA FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

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