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| Latest CareerBuilder Jobs: Banking, US - 30 mile radius |
| Latest CareerBuilder Jobs |
Income Property Loan Officer - Northern California
5/16/2015 4:00:00 AM
Details: Luther Burbank Savings is looking for an Income Property Loan Officer to work in Northern California. Position Summary: Develops and cultivates high quality relationships with new prospects for established loan goals by generating, recommending and closing loans secured by multifamily and commercial real estate. Essential Duties: Researches and identifies customers for loan transactions secured by multifamily and commercial real estate within specific markets including major and/or complex ones for purchase or refinance. Maintains business relationships and routine sales calls with approved mortgage brokers, realtors, financial advisors and direct borrowers. Provides information regarding available loan products, underwriting criteria and documentation requirements to prospective loan applicants and brokers. Acts as the central point of contact for borrowers, intermediaries, internal team members and third party vendors. Responds to inquiries as needed. Reviews and evaluates application information and supporting documentation to determine if borrower, property, and loan conditions meet company standards. Determines terms and acceptability of risk of prospective loan requests. Adjusts loan pricing and loan amounts per internal policies. Communicates with underwriters, loan applicants and brokers to resolve underwriting issues. Recommends loan approval, or denies unacceptable loan applications. Consults with Senior Loan Officer or other Loan Officers to evaluate loan requests as needed. Ensures that decisions are reached in a timely manner and provide a high level of customer service. Assists in the creation and implementation of marketing strategies for the Bank's lending territory. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Adheres to all applicable compliance regulations, including BSA, BPA and Right to Financial Privacy. Works in conjunction with senior management to ensure proper knowledge of all relative compliance topics, monitor activities and report issues. Follow directions from management and Chief Compliance Officer for resolution of issues. Demonstrates a commitment to fair lending. Other duties as may be assigned.
RN (ER, Part time, Nights, every 3rd weekend) *Loan Repayment Available*
5/16/2015 4:00:00 AM
Details: General Summary Under the supervision of the Emergency Department Clinical Manager provides professional nursing care according to established standards, policies, procedures and physician's orders for emergency care patients. In doing so performs patient assessments, recognizes the need for immediate intervention and takes the appropriate action or notifies the physician. Participates as a team leader in life threatening emergency situations in the absence of a physician or as directed by physician. Cares for patients of all ages with a variety of medical problems. Patients are from both traditional and non-traditional family structures with a variety of sociocultural and educational backgrounds. Principal Duties and Responsibilities 1.* Assesses patient's condition based upon observation and/or interview of patient, physician's diagnosis, laboratory findings and any other pertinent information. Considers emotional and social needs as well as physical care needs in planning and providing patient care. 2.* Provides professional nursing care inclusive of medication, intravenous fluid, and blood administration. Provides complex and routine treatment as ordered by the physician based upon approved hospital policy and procedures and standards of care. Uses equipment properly and safely. 3.* Evaluates patient's response to nursing care, revising treatment plans as needed or ordered, and consults physician as needed. 4.* Recognizes and reports changes in patient condition to physician, communicating any need for additional physician assistance. 5.* Orients new employees to unit policies and procedures. Serves as resource person for resolving patient care problems. 6.* Assists ancillary departments with specimen collection, special procedures, or preparation of selected patients for tests or surgery. 7.* Maintains a clean and orderly patient care environment, cleaning area after each patient and assisting with weekly cleaning and restocking schedule.
HMDA / Fair Lending Analyst
5/16/2015 4:00:00 AM
Details: Luther Burbank Savings is looking for a Fair Lending/HMDA Analyst to work in our Manhattan Beach, CA office. Position Summary: Assists the Fair Lending Manager and the CRA & Fair Lending Officer in the analysis of lending for the Bank to ensure non-discrimination in lending. Analyze loan data, procedures, and policies to identify, assess, and make recommendations to mitigate fair lending risks at the Bank. Creates, validates and distributes the HMDA LAR file. Performs targeted HMDA tests on lines of business controls and provides guidance on identified risks. Essential Duties and Responsibilities: Reads, analyzes, and interprets loan files, including but not limited to applications and related documentation and servicing information, for the purposes of HMDA reporting and fair lending monitoring. Maintains a good working knowledge and understanding of applicable fair lending laws and HMDA. Conducts fair lending data analysis, including reviews of denied loans and comparative file analysis, to identify potential disparities in decision-making, underwriting and pricing. Analyzes loan data and prepares reports and maps upon request utilizing CRA Wiz and Fair Lending Wiz software. Stays up-to-date with residential and income property lending practices within the Bank, including underwriting of credit files, evaluation of fees, points and rebates including various items in the Settlement of Statement (HUD-1), in order to evaluate compliance with HMDA and fair lending laws and regulations. Identifies trends in HMDA data for potential risk impacts and provides guidance on identified risks. Communicate exceptions/errors noted to the applicable business line for review and resolution. Ensures the accuracy of HMDA data. Performs and reviews control assessments executed by peers for accuracy and adherence to test procedures. Participates in HMDA compliance testing and third party compliance as needed. Assists with monitoring of bank policies and procedures, lending rate sheets, and marketing materials, to identify potential discriminatory marketing, red-lining, steering, pricing, underwriting or any other overt indicators of fair lending discrimination. Assists in development and update of fair lending and HMDA policies and procedures as warranted. Reports any potential concerns about non-compliance with applicable laws and regulations. Adheres to all applicable compliance regulations, including BSA, BPA and Right to Financial Privacy. Demonstrates a commitment to fair lending. Other duties as assigned.
Teller:Cortland
5/16/2015 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:Suffern
5/16/2015 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.
Personal Banker - West Linn
5/16/2015 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 exceed 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 - Troutdale
5/16/2015 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 exceed 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.
Specialist IV Special Ops
5/16/2015 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 Technology and Operations (KTO) provides efficient, reliable and secure technology, operational, and servicing functions to support business partners and clients across Key. It creates an effective variable cost technology delivery model that maximizes the return on IT spend and orchestrates the efficient use of corporate information and technology assets while supporting innovation that creates competitive distinction. Job Summary Responsible for performing searches for accounts in compliance with legal orders requiring immediate identification and capture of client funds. Sort and log incoming department mail and associated check and cash payments. Perform accurate and timely answers to courts, attorneys, agents, as specified by law and in compliance with court ordered instructions. Responsibilities: 1. Perform immediate account searches using system data to determine what type of information, balance, and account relationships exists for clients. Make proper and immediate decisions in compliance with legal order requirements on assigned cases. 2. Based on Federal/State laws, and type of order, must determine calculation to be used for arriving at appropriate dollar amount to be held in each account. Responsible for immediately securing client funds in compliance with each order by promptly placing legal holds, or by removing funds and making entry into bank holding account for later remittance. 3. Assure all incoming legal documents are accurately and timely logged into the appropriate JPex as defined in procedures. 4. Review and prepare answers to attorneys and agents assuring all quality reviews and processes are completed as outlined in procedures. Create appropriate client and attorney/agent response letters within established deadline. 5. Assure compliance with state/federal regulations by performing official bank check requests and timely mailing to comply with garnishments, levies, executions and various legal orders as defined in procedures / orders. 6. Identify appropriate case file and submit proper release documentation for approvals. Conduct accurate transactions for returning/releasing funds back to client. 7. Accurately file case folders for ease in retrieval and for maintaining accurate record retention requirements. Assist team in offsite record preparation. 8. Review, log, and identify for distribution incoming certified and non-certified mail according to all department procedures assuring check and cash forms are prepared under dual watch and processed within department procedures. 9. Actively participate in team huddles, staff and department meetings, by engaging in improvement discussions, and providing recommendation for enhancements to department procedures. Provide insight to workflow or procedure changes necessary due to law or compliance changes. 10. Perform assigned duties for department back-up coverage, subpoena account searches, testing, Jpex Administration, APA posting & approvals and special projects. 11. Accurately report volume and daily time spent performing duties to assure accurate statistical data is captured and reported within department deadlines. Required Qualifications: 1. Knowledge and experience working with system applications containing detailed customer account data. Basic understanding of Banking products and services. One year experience working in a financial organization preferred. 2. Experience performing monetary transactions preferred 3. Writes and speaks effectively using detail appropriate to the situation. Demonstrates good listening and reading comprehension skills with ability to properly identify required actions. 4. Possesses high degree of accuracy to detail as required for a high-risk environment. Ability to accurately apply procedures to legal documentation and data. 5. Ability to self-manage multiple tasks and case assignments simultaneously without losing focus. Is self disciplined and maintains an organized approach to priorities. 6. Knowledge or experience of banking regulations, state and federal laws pertaining to legal orders such as garnishments, IRS and State Levies, Restraining Notices and Order to Withhold preferred. 7. Knowledge and experience using system applications such as Micro Soft Word, Excel, Lotus Notes, for creating letters, input to spreadsheets, navigating department reports and workflows. 8. Ability to perform high volume 10 key input by touch using numeric key pad. 9. Adapts well to changing priorities, deadlines, and directions. Offers suggestions for continuous improvements. 10. Conducts self professionally as is required in servicing internal and external clients. 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 Mortgage Banker - Washington DC
5/16/2015 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 primary role of the multifamily Mortgage Banker is to originate long-term, multifamily real estate loans on behalf of KeyBank's investors including Fannie Mae, Freddie Mac, FHA, CMBS Partners and Life Companies. Multifamily Mortgage Bankers are responsible for client coverage relative to specific KeyBank offices and clients as well as specific geographic territories with regard to correspondents and brokers. In this role, the Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to bring the full range of Key's multifamily real estate loan products to Key's clients. To a lesser degree, the Mortgage Banker responds to correspondent and mortgage bankers' inquiries in the region to provide the same multifamily loan products to the general market beyond KeyBank's existing clients. Essential Job Functions Partner with RMs to strengthen existing banking relationships and develop new accounts with owners of multifamily real estate that need the debt products available through Key's permanent lending platform. Actively participate in the creation and management of client-prospect relationships including exit strategies and client interaction. Actively co-manage the existing portfolio of maturing loans and position Key to provide the permanent financing. Actively mine our servicing portfolios (Fannie Mae, Freddie Mac, FHA and CMBS) in an effort to provide refinancing alternatives with our existing customers. Ensure that our clients and prospects understand all of KBREC's multifamily product capabilities and then utilize these capabilities to meet our clients specific business needs. Utilize a consultative sales process where multifamily financing solutions are tailored to the needs of the client. Actively represent KeyBank in the marketplace including industry functions, trade groups and direct meetings with the brokerage community. Actively participate in helping KeyBank meet the goals of both its on-balance sheet and off-balance sheet efforts. Interact with KeyBank's investor clients in a clear, constructive and professional manner that protects and deepens the relationship between KeyBank and the investor. For all multifamily CRE loan opportunities: Obtain required preliminary underwriting information Review preliminary loan information and complete initial loan sizing including indicative pricing and terms Collaborate with multifamily program management relative to the structure, terms and pricing of each proposed transaction prior to submission to investors Answer investor inquiries as requested. Consolidate bids and recommend appropriate financing alternatives to the client Draft and issue the term sheet and/or Loan Application for the proposed execution Negotiate the terms of the final Loan Application Assist Processing, Underwriting and Closing personnel as needed to ensure a smooth execution, issuance of a Loan Commitment and the ultimate closing of the transaction. Act as the Client's central point of contact with respect to all multifamily permanent loan issues. Shepherd loans through the process starting with quoting and ending with closing. Respond to mortgage banker and broker inquiries within your region, creating relationships that allow us to deliver KeyBank's multifamily products to the marketplace outside of our existing network of clients and prospects. Strive to create long term relationships with each borrower as opposed to creating a purely transactional relationship with the broker Provide frequent, timely and accurate market feedback to regional and senior management in the multifamily division. Take the initiative to stay current with multifamily real estate markets, industry trends and changing financial products and use this knowledge to counsel Key's borrowers, Key's investors and Key's management. Required Qualifications Business Related Degree; advanced degree preferred Minimum five years of experience in the multifamily real estate permanent lending, mortgage banking or mortgage brokerage industries with a proven track record of loan production Strong working knowledge and experience with all or nearly all of the following products: Federal National Mortgage Association (FNMA) Federal Home Loan Mortgage Corporation (Freddie Mac) Federal Housing Administration (FHA) Commercial Mortgage Backed Securities (CMBS) Life Company and Pension Fund Lending Ability to work well in a team-oriented environment and to collaborate with numerous constituents Strong sales, marketing and negotiating skills with specific experience with loan products listed above Technical proficiency in excel and word processing software Strong financial analysis skills; Ability to review and evaluate borrower and project based financial statements including detailed real estate portfolio analysis Strong written and verbal communication skills Ability to manage and prioritize multiple tasks in a timely manner FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Senior Mortgage Banker - Washington DC
5/16/2015 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 primary role of the multifamily Mortgage Banker is to originate long-term, multifamily real estate loans on behalf of KeyBank's investors including Fannie Mae, Freddie Mac, FHA, CMBS Partners and Life Companies. Multifamily Mortgage Bankers are responsible for client coverage relative to specific KeyBank offices and clients as well as specific geographic territories with regard to correspondents and brokers. In this role, the Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to bring the full range of Key's multifamily real estate loan products to Key's clients. To a lesser degree, the Mortgage Banker responds to correspondent and mortgage bankers' inquiries in the region to provide the same multifamily loan products to the general market beyond KeyBank's existing clients. Essential Job Functions Partner with RMs to strengthen existing banking relationships and develop new accounts with owners of multifamily real estate that need the debt products available through Key's permanent lending platform. Actively participate in the creation and management of client-prospect relationships including exit strategies and client interaction. Actively co-manage the existing portfolio of maturing loans and position Key to provide the permanent financing. Actively mine our servicing portfolios (Fannie Mae, Freddie Mac, FHA and CMBS) in an effort to provide refinancing alternatives with our existing customers. Ensure that our clients and prospects understand all of KBREC's multifamily product capabilities and then utilize these capabilities to meet our clients specific business needs. Utilize a consultative sales process where multifamily financing solutions are tailored to the needs of the client. Actively represent KeyBank in the marketplace including industry functions, trade groups and direct meetings with the brokerage community. Actively participate in helping KeyBank meet the goals of both its on-balance sheet and off-balance sheet efforts. Interact with KeyBank's investor clients in a clear, constructive and professional manner that protects and deepens the relationship between KeyBank and the investor. For all multifamily CRE loan opportunities: Obtain required preliminary underwriting information Review preliminary loan information and complete initial loan sizing including indicative pricing and terms Collaborate with multifamily program management relative to the structure, terms and pricing of each proposed transaction prior to submission to investors Answer investor inquiries as requested. Consolidate bids and recommend appropriate financing alternatives to the client Draft and issue the term sheet and/or Loan Application for the proposed execution Negotiate the terms of the final Loan Application Assist Processing, Underwriting and Closing personnel as needed to ensure a smooth execution, issuance of a Loan Commitment and the ultimate closing of the transaction. Act as the Client's central point of contact with respect to all multifamily permanent loan issues. Shepherd loans through the process starting with quoting and ending with closing. Respond to mortgage banker and broker inquiries within your region, creating relationships that allow us to deliver KeyBank's multifamily products to the marketplace outside of our existing network of clients and prospects. Strive to create long term relationships with each borrower as opposed to creating a purely transactional relationship with the broker Provide frequent, timely and accurate market feedback to regional and senior management in the multifamily division. Take the initiative to stay current with multifamily real estate markets, industry trends and changing financial products and use this knowledge to counsel Key's borrowers, Key's investors and Key's management. Required Qualifications Business Related Degree; advanced degree preferred Minimum five years of experience in the multifamily real estate permanent lending, mortgage banking or mortgage brokerage industries with a proven track record of loan production Strong working knowledge and experience with all or nearly all of the following products: Federal National Mortgage Association (FNMA) Federal Home Loan Mortgage Corporation (Freddie Mac) Federal Housing Administration (FHA) Commercial Mortgage Backed Securities (CMBS) Life Company and Pension Fund Lending Ability to work well in a team-oriented environment and to collaborate with numerous constituents Strong sales, marketing and negotiating skills with specific experience with loan products listed above Technical proficiency in excel and word processing software Strong financial analysis skills; Ability to review and evaluate borrower and project based financial statements including detailed real estate portfolio analysis Strong written and verbal communication skills Ability to manage and prioritize multiple tasks in a timely manner FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Personal Banker - Des Moines
5/16/2015 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 exceed 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.
Senior Mortgage Banker - Florida
5/16/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. About the Job The primary role of the multifamily Mortgage Banker is to originate long-term, multifamily real estate loans on behalf of KeyBank's investors including Fannie Mae, Freddie Mac, FHA, CMBS Partners and Life Companies. Multifamily Mortgage Bankers are responsible for client coverage relative to specific KeyBank offices and clients as well as specific geographic territories with regard to correspondents and brokers. In this role, the Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to bring the full range of Key's multifamily real estate loan products to Key's clients. To a lesser degree, the Mortgage Banker responds to correspondent and mortgage bankers' inquiries in the region to provide the same multifamily loan products to the general market beyond KeyBank's existing clients. Essential Job Functions Partner with RMs to strengthen existing banking relationships and develop new accounts with owners of multifamily real estate that need the debt products available through Key's permanent lending platform. Actively participate in the creation and management of client-prospect relationships including exit strategies and client interaction. Actively co-manage the existing portfolio of maturing loans and position Key to provide the permanent financing. Actively mine our servicing portfolios (Fannie Mae, Freddie Mac, FHA and CMBS) in an effort to provide refinancing alternatives with our existing customers. Ensure that our clients and prospects understand all of KBREC's multifamily product capabilities and then utilize these capabilities to meet our clients specific business needs. Utilize a consultative sales process where multifamily financing solutions are tailored to the needs of the client. Actively represent KeyBank in the marketplace including industry functions, trade groups and direct meetings with the brokerage community. Actively participate in helping KeyBank meet the goals of both its on-balance sheet and off-balance sheet efforts. Interact with KeyBank's investor clients in a clear, constructive and professional manner that protects and deepens the relationship between KeyBank and the investor. For all multifamily CRE loan opportunities: Obtain required preliminary underwriting information Review preliminary loan information and complete initial loan sizing including indicative pricing and terms Collaborate with multifamily program management relative to the structure, terms and pricing of each proposed transaction prior to submission to investors Answer investor inquiries as requested. Consolidate bids and recommend appropriate financing alternatives to the client Draft and issue the term sheet and/or Loan Application for the proposed execution Negotiate the terms of the final Loan Application Assist Processing, Underwriting and Closing personnel as needed to ensure a smooth execution, issuance of a Loan Commitment and the ultimate closing of the transaction. Act as the Client's central point of contact with respect to all multifamily permanent loan issues. Shepherd loans through the process starting with quoting and ending with closing. Respond to mortgage banker and broker inquiries within your region, creating relationships that allow us to deliver KeyBank's multifamily products to the marketplace outside of our existing network of clients and prospects. Strive to create long term relationships with each borrower as opposed to creating a purely transactional relationship with the broker Provide frequent, timely and accurate market feedback to regional and senior management in the multifamily division. Take the initiative to stay current with multifamily real estate markets, industry trends and changing financial products and use this knowledge to counsel Key's borrowers, Key's investors and Key's management. Required Qualifications Business Related Degree; advanced degree preferred Minimum five years of experience in the multifamily real estate permanent lending, mortgage banking or mortgage brokerage industries with a proven track record of loan production Strong working knowledge and experience with all or nearly all of the following products: Federal National Mortgage Association (FNMA) Federal Home Loan Mortgage Corporation (Freddie Mac) Federal Housing Administration (FHA) Commercial Mortgage Backed Securities (CMBS) Life Company and Pension Fund Lending Ability to work well in a team-oriented environment and to collaborate with numerous constituents Strong sales, marketing and negotiating skills with specific experience with loan products listed above Technical proficiency in excel and word processing software Strong financial analysis skills; Ability to review and evaluate borrower and project based financial statements including detailed real estate portfolio analysis Strong written and verbal communication skills Ability to manage and prioritize multiple tasks in a timely manner FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Senior Mortgage Banker - Florida
5/16/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. About the Job The primary role of the multifamily Mortgage Banker is to originate long-term, multifamily real estate loans on behalf of KeyBank's investors including Fannie Mae, Freddie Mac, FHA, CMBS Partners and Life Companies. Multifamily Mortgage Bankers are responsible for client coverage relative to specific KeyBank offices and clients as well as specific geographic territories with regard to correspondents and brokers. In this role, the Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to bring the full range of Key's multifamily real estate loan products to Key's clients. To a lesser degree, the Mortgage Banker responds to correspondent and mortgage bankers' inquiries in the region to provide the same multifamily loan products to the general market beyond KeyBank's existing clients. Essential Job Functions Partner with RMs to strengthen existing banking relationships and develop new accounts with owners of multifamily real estate that need the debt products available through Key's permanent lending platform. Actively participate in the creation and management of client-prospect relationships including exit strategies and client interaction. Actively co-manage the existing portfolio of maturing loans and position Key to provide the permanent financing. Actively mine our servicing portfolios (Fannie Mae, Freddie Mac, FHA and CMBS) in an effort to provide refinancing alternatives with our existing customers. Ensure that our clients and prospects understand all of KBREC's multifamily product capabilities and then utilize these capabilities to meet our clients specific business needs. Utilize a consultative sales process where multifamily financing solutions are tailored to the needs of the client. Actively represent KeyBank in the marketplace including industry functions, trade groups and direct meetings with the brokerage community. Actively participate in helping KeyBank meet the goals of both its on-balance sheet and off-balance sheet efforts. Interact with KeyBank's investor clients in a clear, constructive and professional manner that protects and deepens the relationship between KeyBank and the investor. For all multifamily CRE loan opportunities: Obtain required preliminary underwriting information Review preliminary loan information and complete initial loan sizing including indicative pricing and terms Collaborate with multifamily program management relative to the structure, terms and pricing of each proposed transaction prior to submission to investors Answer investor inquiries as requested. Consolidate bids and recommend appropriate financing alternatives to the client Draft and issue the term sheet and/or Loan Application for the proposed execution Negotiate the terms of the final Loan Application Assist Processing, Underwriting and Closing personnel as needed to ensure a smooth execution, issuance of a Loan Commitment and the ultimate closing of the transaction. Act as the Client's central point of contact with respect to all multifamily permanent loan issues. Shepherd loans through the process starting with quoting and ending with closing. Respond to mortgage banker and broker inquiries within your region, creating relationships that allow us to deliver KeyBank's multifamily products to the marketplace outside of our existing network of clients and prospects. Strive to create long term relationships with each borrower as opposed to creating a purely transactional relationship with the broker Provide frequent, timely and accurate market feedback to regional and senior management in the multifamily division. Take the initiative to stay current with multifamily real estate markets, industry trends and changing financial products and use this knowledge to counsel Key's borrowers, Key's investors and Key's management. Required Qualifications Business Related Degree; advanced degree preferred Minimum five years of experience in the multifamily real estate permanent lending, mortgage banking or mortgage brokerage industries with a proven track record of loan production Strong working knowledge and experience with all or nearly all of the following products: Federal National Mortgage Association (FNMA) Federal Home Loan Mortgage Corporation (Freddie Mac) Federal Housing Administration (FHA) Commercial Mortgage Backed Securities (CMBS) Life Company and Pension Fund Lending Ability to work well in a team-oriented environment and to collaborate with numerous constituents Strong sales, marketing and negotiating skills with specific experience with loan products listed above Technical proficiency in excel and word processing software Strong financial analysis skills; Ability to review and evaluate borrower and project based financial statements including detailed real estate portfolio analysis Strong written and verbal communication skills Ability to manage and prioritize multiple tasks in a timely manner FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Part Time Teller - Willoughby
5/16/2015 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 - Mentor
5/16/2015 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 Min/Fem/Vet/Disabled
Part Time Teller - Chester/East 36th Branch/Cleveland
5/16/2015 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.
Middle Market Agricultural Senior Relationship Associate
5/16/2015 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) - WOULD CONSIDER POCATELLO IDAHO LOCATION Provides overall administrative support for a designated KeyBank Commercial Bank Relationship Team. ESSENTIAL JOB FUNCTIONS Adheres to and supports Key's compliance culture. Acts as resource to the Team for all DDA-related compliance matters. Promptly provides requested information for C-CAP and other internal/external audits. Works in tandem with Relationship Managers and Credit partners to ensure daily resolution to client's overdrafts and insufficient funds. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution. Coordinates set-up of new and conducts maintenance or closing of existing DDAs. Performs maintenance to RPM Analysis. Partners with Treasury Management and Retail partners as needed. Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits SRTS or TGS2 requests for DDA or general service needs. Coordinates follow-up with Internal Support and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests. Facilitates system maintenance to ensure proper portfolio assignments (i.e., CE Desktop, CRISP, CAT, CuCu, etc.). Supports Team's Desktop and other client-relationship reporting (CE Desktop activities, pipeline, referrals). Acts as "CE Desktop Champion" and helps RMs navigate successfully through the system. Works with Team and product partners to proactively identify and capitalize on additional cross-sell opportunities with new and existing clients. Regularly shares best practices and success stories to assist peers and other Team members with cross-sell opportunities. Helps to lead and assist in data integrity clean-up efforts as requested. Completes wire requests according to established LOB procedures. Assist Team in preparation of Relationship Reviews, Pitch Books, Proposals, Term Sheets, etc., as needed. Assist Team in call preparation, preparing agendas and sales proposals, and initiating follow-up correspondence as requested. Supports sales management activity and reporting, including preparing materials for staff/sales meetings, report error research, etc. Coordinates meetings and scheduling, delivers on equipment requirements and organizes proper room setup, as needed. Handles all telephone and written communications in a professional manner. Copies financial statements and sends to Portfolio Administration Group. Partners with Services Team to copy loan documents for distribution. Sorts and distributes incoming mail and coordinates outgoing mailings/shipments. Monitors and orders supplies and marketing materials. Orders office equipment and oversee its installation. Coordinates various client entertainment events, often involving partnering with other Community Bank LOBs (KPB, BB and Retail). Performs other duties/projects as requested. REQUIRED QUALIFICATIONS Five plus years of service support or administrative assistant experience with strong client focus. Prior work experience in comparable functional area – one with support of field sales/relationship-oriented team. Strong working knowledge of Treasury Management products and services. High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience, preferred. Advanced PC technical competencies (Microsoft Office word processing, spreadsheets, graphics, etc.) and Internet navigation skills. Demonstrates excellent written, verbal and interpersonal communication skills. Strong attention to detail, organizational and time management abilities. Ability to establish and maintain effective working relationships amongst team members, business/support partners and senior level management. Ability to mentor and guide more junior Relationship Associates as needed, preferred. Self-motivated and proven ability to be proactive and anticipate needs of team. Knowledge and understanding of more complex business principles (i.e., Commercial lending concepts, etc.). COMPETENCIES/SKILLS Action Oriented Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Integrity and Trust Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; openly acknowledges his/her own mistakes; does not misrepresent him/herself for personal gain or protection. Creativity Consistently generates new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings. Customer Focus Dedicated to exceeding the expectations and requirements of internal and external customers; talks and acts with internal and external customers in mind; establishes and maintains effective relationships with internal and external customers and gains their trust and respect. Interpersonal Savvy Relates well to a diverse and broad range of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably. Consistent demonstration of Key's established leadership competencies. Measures of Success Makes a direct and identifiable contribution to the success and effectiveness of the team. Removes barriers and resolves administrative burdens to enhance team effectiveness. Is proactive and takes initiative in providing support and coordinating activities. Communicates effectively with clients, team members, and Product and Support Partners. EQUIPMENT USED/PHYSICAL REQUIREMENTS All office equipment: PC, copier, fax, etc. Microsoft Office Products (Word, Excel and PowerPoint) Various internal Bank applications (Lotus Notes, DAx System, RMW Monitor, Hogan, CE Desktop, CRISP, etc.) TRAINING REQUIRED On-the-job training, as needed All compliance-related training FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Managing Director, High Grade/High Yield Capital Markets
5/16/2015 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. Managing Director, High Grade / High Yield Capital Markets Managing Director focused on origination and execution of debt capital markets transactions. Primary focus on Real Estate portfolio, primarily investment grade and cross-over REITS. Background and client interaction in the Real Estate / REIT space strongly desired. Experience with high-yield bonds and traditional private placements also a plus. Coverage universe may include additional industry sectors. Position reports to head of High Grade / High Yield Capital Markets in Cleveland, but will interact closely with Real Estate Capital, Real Estate Investment Banking, and Real Estate Syndicated Finance. Senior bankers in Institutional Banking are widely recognized as industry experts with consistently high performance in bringing capital markets solutions to corporate and middle-market companies. Individuals are fully experienced, qualified relationship managers capable of independent activity. They have proven client relationship skills, as well as, extensive product knowledge, technical expertise and strong transaction execution skills. ESSENTIAL JOB FUNCTIONS Responsible for generation of new revenue through the origination, structuring and distribution of Key's products and services to corporate and middle market clients and prospects Establish Trusted Advisor role and deepen client relationship by identifying the client's financial and banking needs and providing recommendations and product solutions to resolve needs Identify all cross-sell opportunities and partner with product specialists such as Debt Capital Markets, Equity Capital Markets, M&A, cash management, interest rate risk management, fixed income investments and asset management Maintain credit quality of portfolio Provide technical and developmental support to more junior individuals on the team Work with other tam members within the district to promote other lines of business with referrals REQUIRED QUALIFICATIONS Minimum of 8 to 10 years solid experience, with proven client relationship/sales abilities Series 63 & 79 licenses Bachelor's degree in Finance, Accounting, Economics or similar business discipline, preferred advanced degree. Possess broad product knowledge and specific technical expertise Exceptional at developing and maintaining important client relationships and generating revenues from these relationships Possess superior client relationship management, marketing presentation, and sales skills in addition to extensive knowledge of products and markets FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Managing Director, High Grade/High Yield Capital Markets
5/16/2015 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. Managing Director, High Grade / High Yield Capital Markets Managing Director focused on origination and execution of debt capital markets transactions. Primary focus on Real Estate portfolio, primarily investment grade and cross-over REITS. Background and client interaction in the Real Estate / REIT space strongly desired. Experience with high-yield bonds and traditional private placements also a plus. Coverage universe may include additional industry sectors. Position reports to head of High Grade / High Yield Capital Markets in Cleveland, but will interact closely with Real Estate Capital, Real Estate Investment Banking, and Real Estate Syndicated Finance. Senior bankers in Institutional Banking are widely recognized as industry experts with consistently high performance in bringing capital markets solutions to corporate and middle-market companies. Individuals are fully experienced, qualified relationship managers capable of independent activity. They have proven client relationship skills, as well as, extensive product knowledge, technical expertise and strong transaction execution skills. ESSENTIAL JOB FUNCTIONS Responsible for generation of new revenue through the origination, structuring and distribution of Key's products and services to corporate and middle market clients and prospects Establish Trusted Advisor role and deepen client relationship by identifying the client's financial and banking needs and providing recommendations and product solutions to resolve needs Identify all cross-sell opportunities and partner with product specialists such as Debt Capital Markets, Equity Capital Markets, M&A, cash management, interest rate risk management, fixed income investments and asset management Maintain credit quality of portfolio Provide technical and developmental support to more junior individuals on the team Work with other tam members within the district to promote other lines of business with referrals REQUIRED QUALIFICATIONS Minimum of 8 to 10 years solid experience, with proven client relationship/sales abilities Series 63 & 79 licenses Bachelor's degree in Finance, Accounting, Economics or similar business discipline, preferred advanced degree. Possess broad product knowledge and specific technical expertise Exceptional at developing and maintaining important client relationships and generating revenues from these relationships Possess superior client relationship management, marketing presentation, and sales skills in addition to extensive knowledge of products and markets FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Managing Director, High Grade/High Yield Capital Markets
5/16/2015 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. Managing Director, High Grade / High Yield Capital Markets Managing Director focused on origination and execution of debt capital markets transactions. Primary focus on Real Estate portfolio, primarily investment grade and cross-over REITS. Background and client interaction in the Real Estate / REIT space strongly desired. Experience with high-yield bonds and traditional private placements also a plus. Coverage universe may include additional industry sectors. Position reports to head of High Grade / High Yield Capital Markets in Cleveland, but will interact closely with Real Estate Capital, Real Estate Investment Banking, and Real Estate Syndicated Finance. Senior bankers in Institutional Banking are widely recognized as industry experts with consistently high performance in bringing capital markets solutions to corporate and middle-market companies. Individuals are fully experienced, qualified relationship managers capable of independent activity. They have proven client relationship skills, as well as, extensive product knowledge, technical expertise and strong transaction execution skills. ESSENTIAL JOB FUNCTIONS Responsible for generation of new revenue through the origination, structuring and distribution of Key's products and services to corporate and middle market clients and prospects Establish Trusted Advisor role and deepen client relationship by identifying the client's financial and banking needs and providing recommendations and product solutions to resolve needs Identify all cross-sell opportunities and partner with product specialists such as Debt Capital Markets, Equity Capital Markets, M&A, cash management, interest rate risk management, fixed income investments and asset management Maintain credit quality of portfolio Provide technical and developmental support to more junior individuals on the team Work with other tam members within the district to promote other lines of business with referrals REQUIRED QUALIFICATIONS Minimum of 8 to 10 years solid experience, with proven client relationship/sales abilities Series 63 & 79 licenses Bachelor's degree in Finance, Accounting, Economics or similar business discipline, preferred advanced degree. Possess broad product knowledge and specific technical expertise Exceptional at developing and maintaining important client relationships and generating revenues from these relationships Possess superior client relationship management, marketing presentation, and sales skills in addition to extensive knowledge of products and markets FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Licensed Relationship Manager - Oakbrook
5/16/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs) - Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses* - State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss) - Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Managing Director, High Grade/High Yield Capital Markets
5/16/2015 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. Managing Director, High Grade / High Yield Capital Markets Managing Director focused on origination and execution of debt capital markets transactions. Primary focus on Real Estate portfolio, primarily investment grade and cross-over REITS. Background and client interaction in the Real Estate / REIT space strongly desired. Experience with high-yield bonds and traditional private placements also a plus. Coverage universe may include additional industry sectors. Position reports to head of High Grade / High Yield Capital Markets in Cleveland, but will interact closely with Real Estate Capital, Real Estate Investment Banking, and Real Estate Syndicated Finance. Senior bankers in Institutional Banking are widely recognized as industry experts with consistently high performance in bringing capital markets solutions to corporate and middle-market companies. Individuals are fully experienced, qualified relationship managers capable of independent activity. They have proven client relationship skills, as well as, extensive product knowledge, technical expertise and strong transaction execution skills. ESSENTIAL JOB FUNCTIONS Responsible for generation of new revenue through the origination, structuring and distribution of Key's products and services to corporate and middle market clients and prospects Establish Trusted Advisor role and deepen client relationship by identifying the client's financial and banking needs and providing recommendations and product solutions to resolve needs Identify all cross-sell opportunities and partner with product specialists such as Debt Capital Markets, Equity Capital Markets, M&A, cash management, interest rate risk management, fixed income investments and asset management Maintain credit quality of portfolio Provide technical and developmental support to more junior individuals on the team Work with other tam members within the district to promote other lines of business with referrals REQUIRED QUALIFICATIONS Minimum of 8 to 10 years solid experience, with proven client relationship/sales abilities Series 63 & 79 licenses Bachelor's degree in Finance, Accounting, Economics or similar business discipline, preferred advanced degree. Possess broad product knowledge and specific technical expertise Exceptional at developing and maintaining important client relationships and generating revenues from these relationships Possess superior client relationship management, marketing presentation, and sales skills in addition to extensive knowledge of products and markets FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Licensed Relationship Manager - Layton, UT
5/16/2015 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 Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing) Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop Supports the branch in growing a profitable book of business to achieve individual and team goals Provides sales and service assistance to all clients Develops and maintains broad knowledge of products and services to appropriately support client needs Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction Ensures compliance with operational, security and audit procedures and policies Participates in and occasionally facilitates daily branch team meetings Participates in special projects, sales campaigns and assignments as requested Assists with coaching and training tellers and other branch professionals Accurately process all financial service transactions Identifies and resolves complex client service opportunities Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop Maintains and calls on a client book of business Additional Responsibilities: As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS High School Diploma or equivalent experience 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals Ability to develop a base of Centers of Influence (COIs) Demonstrated strong customer service skills Excellent communication skills and ability to work in a team environment Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) Ability to work branch hours to include weekends and occasional evenings Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls FINRA Series 6 and 63 investment licenses* State Insurance License * Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). PREFFERED QUALIFICATIONS Undergraduate degree in business related field Possesses a general understanding of operations (risk, compliance, fraud, loss); Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Licensed Relationship Manager - Friday Harbor
5/16/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs) - Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses* - State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss) - Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Licensed Relationship Manager - Salt Lake City, UT
5/16/2015 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 Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing) Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop Supports the branch in growing a profitable book of business to achieve individual and team goals Provides sales and service assistance to all clients Develops and maintains broad knowledge of products and services to appropriately support client needs Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction Ensures compliance with operational, security and audit procedures and policies Participates in and occasionally facilitates daily branch team meetings Participates in special projects, sales campaigns and assignments as requested Assists with coaching and training tellers and other branch professionals Accurately process all financial service transactions Identifies and resolves complex client service opportunities Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop Maintains and calls on a client book of business Additional Responsibilities: As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS High School Diploma or equivalent experience 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals Ability to develop a base of Centers of Influence (COIs) Demonstrated strong customer service skills Excellent communication skills and ability to work in a team environment Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) Ability to work branch hours to include weekends and occasional evenings Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls FINRA Series 6 and 63 investment licenses* State Insurance License * Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). PREFFERED QUALIFICATIONS Undergraduate degree in business related field Possesses a general understanding of operations (risk, compliance, fraud, loss); Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
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