Sunday, 24 May 2015

Latest CareerBuilder Jobs: Banking, US - 30 mile radius

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Latest CareerBuilder Jobs: Banking, US - 30 mile radius
Latest CareerBuilder Jobs

Job Title: Standard Cost Accountant | Remote | $65-80K
5/24/2015 4:00:00 AM

Details: Job Title: Standard Cost Accountant | Remote | $65-80K Job Description: Standard Cost Accountant | Remote | $65-80K This is a great opportunity for a Standard Cost Accountant with Dynamics NAV expertise to take a leadership role in the finance dept. for a large manufacturing company! Looking for a ERP/Finance specialist who wants to take their career to the next level implementing a Standard Cost Accounting system using Dynamics NAV! This position will include: Handling centralized invoicing, creating purchase orders, assigning expenses, reconciling monthly bank & CC statements, producing reports, improving financial processes, assisting facilities in bill of material development, providing NAV application support, using the Bill of Material manual as a guide and closing the monthly books. This position requires 75% Travel. The Ideal Candidate Will Have: * Minimum 5 years exp as an accountant with Standard Cost Accounting Exp * 3-5 yrs exp with Dynamics NAV in the financial module (manufacturing a plus) * Manufacturing experience preferred, but not required * Dynamics NAV versions 2009, 2013 and/or 2015 This position offers a competitive base salary + Bonus & Comprehensive medical benefits, dental, vision, 401K and amazing opportunity for growth! Please apply NOW by emailing your CV to or call 212-731-8252 for more details. PLEASE SEE http://www.nigelfrank.com/us FOR MORE FANTASTIC DYNAMICS OPPORTUNITIES! Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Navision/ Dynamics NAV jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America and Europe. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Navision jobs are. I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics NAV / Navision candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics NAV / Navision jobs that are available I can be contacted on 1-800-519-5960. Please see www.nigelfrank.com for more fantastic Microsoft Dynamics opportunities! Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy.

 

Teller, On Call Seasonal: Cazenovia
5/24/2015 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 - 20 Hours - Kodiak
5/24/2015 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

 

Teller
5/24/2015 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.

 

Personal Banker - Indianpolis, IN
5/24/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website, Key.com®, that provides account access and financial products 24 hours a day ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience. - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources. - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking. - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals. - Ability to develop a base of Centers of Influence (COIs). - Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment. - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.). - Ability to work branch hours to include weekends and occasional evenings. - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss); - Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Personal Banker - Beaverton
5/24/2015 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 Min/Fem/Vet/Disabled

 

Trust Officer 3
5/24/2015 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): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. - Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration - Administers complex fiduciary accounts and assigned agency accounts. - Analyzes and interprets legal instruments to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes. - Anticipates and advises clients on evolving financial goals and objectives. - Executes, through the Comprehensive Practice Management process, prioritized pro- active client contacts, per service standards. Compliance - Maintains compliance with all internal policies and procedures, as well as, with regulatory and legal requirements. - Mitigates risk on individual book of business. - Assumes accountability for all delegated work on assigned accounts. Sales - Meets or exceeds individual sales goals and contributes significantly to attaining team sales goals. - Participates in relationship reviews as fiduciary expert on high net worth teams. - Identifies and prioritizes trust and other opportunities to deepen relationships and enhance revenue. - In collaboration with team members, presents ideas and solutions to clients and prospects. - Participates with other team members or leads in the closing of new business. - Participates in professional associations to demonstrate professional credibility and expand COI relationships. Reputation - Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co- fiduciaries. - Fosters close business relationships to develop client loyalty and new business opportunities. - Creates and executes on opportunities to showcase as subject- matter- expert presenter. - Enhance Key's reputation with high net worth individuals and their influencers. Leadership - Serves as on- site business lead for urgent matters in cases where functional management is remote. - Supports business objectives through active advocacy and behavioral adoption. - Promotes professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environment. - Develops and maintains knowledge of Key's investment process and results. - Participates in KeyCorp's commitment to community. REQUIRED QUALIFICATIONS: - Seven plus years of trust administration or equivalent work experience. - Undergraduate degree in business related field or equivalent experience. - Excellent interpersonal and communications skills (both written and verbal). - Strong advisory focus in client work. - Ability to work as part of sales and client servicing team. - Experience managing high net worth book of business. - Progress towards MBA, JD, CTFA or other professional certification. - Working knowledge of investments/securities. - Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. - Prior experience as professional subject- matter- expert presenter, preferred. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

On Call Teller-Barre
5/24/2015 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. - Preferred qualifications: Cash handling experience, sales experience with established goals. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

On Call Teller - Tonawanda/Niagara Falls area
5/24/2015 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

 

On Call Teller - Tonawanda/Niagara Falls area
5/24/2015 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

 

On Call Teller - City of Buffalo/Kenmore area
5/24/2015 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. - Preferred qualifications: Cash handling experience, sales experience with established goals. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Senior Accountant
5/24/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank's Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the Corporate Bank Leadership team and its business groups. JOB DESCRIPTION TITLE Position Title: Senior Accountant Functional Title: Credit Accounting and Reporting Senior JOB BRIEF This position, which reports to the Director of Accounting Policy, ensures that financial credit reporting and the development of the allowance for loan and lease losses (ALLL) and the related supporting documentation are in accordance with generally accepted accounting principles (GAAP). Monitors and quantifites possible impact of proposed accounting guidance. ESSENTIAL JOB FUNCTIONS Communicates with the external auditors and examiners (if required) on new and existing credit-related accounting issues to ensure agreement by all parties Partners with the credit-related support areas to ensure that the documentation for the allowance for loan and lease losses (ALLL) is in accordance with GAAP Assists in the preparation of Key's Forms 10-K and 10-Q for credit-related disclosures, and ensures that financial credit reporting is complete and accurate Collaborates and coordinates with credit-related support areas on relevant accounting pronouncements and ensures proper accounting treatment for transactions, as well as financial reporting, in compliance with GAAP Analyzes proposed FASB, SEC and regulatory credit-related accounting guidance and prepares a response, usually documented in a comment letter, that details Key's views Assists the credit-related support areas in the implementation of new accounting standards to ensure compliance with the requirements Participates in various external groups to share common information and influence and educate accounting standard setters particularly regarding issues that impact Key Works with Financial Risk Governance and the Risk Review Group to ensure that adequate controls are in place to prevent gaps in internal controls over financial credit reporting Prepares documentation to support accounting research performed and conclusions reached Utilizes the Project System for tracking projects to ensure proper and timely documentation of work performed Suggests enhancements in department processes and procedures to increase efficiency and/or improve customer service MARGINAL OR PERIPHERAL FUNCTIONS Participates in special projects within Accounting Policy and SEC Reporting as necessary. REQUIRED QUALIFICATIONS Bachelor's degree in Accounting Certified Public Accountant 3+ years of accounting-related experience Knowledge of accounting under generally accepted accounting principles, loan systems, and related controls and validation processes related to financial credit Ability to work collaboratively with clients in the lines of business and other support areas, external auditors, and other team members Strong oral and written communication skills PREFERRED QUALIFICATIONS Technical accounting knowledge and experience in the areas of financial credit reporting, troubled debt restructurings, credit impairment, and allowance for loan and lease losses Previous accounting research experience Work experience in the financial services industry COMPETENCIES/SKILLS Integrity and trust —exemplifies a high degree of honesty and maintains trustworthiness. Exercises principled judgment Ethics and values —adheres to the highest standards in these areas and exhibits the ability to maintain them in the face of adversity Functional/Technical skills —understanding of the accounting and research skills necessary to address the numerous accounting issues encountered throughout Key Customer focus —maintains an intense focus on clients and their service needs including proactively networking with individual clients in their assigned areas of responsibility Timely decision making —promptly responds to client issues where possible or works to address issues requiring others involvement with the result of timely action on the particular issue Action oriented —takes charge and independently pursues appropriate solutions to client issues Written communications —demonstrated ability to communicate necessary information in a written form as appropriate Interpersonal savvy —works productively with others particularly in situations where action from other individuals is necessary to achieve the desired results Presentation skills —possesses the skills to effectively present work results and other issues to superiors and peers Business acumen —understands the basic tenets of the financial services industry and has the ability to learn and understand the business issues of the various lines of business and other support areas within Key Dealing with ambiguity —works well with issues that rather than having one right answer involve identifying and interpreting appropriate accounting guidance particularly in situations where none may exist Directing others —demonstrates the ability to manage the work of others by providing appropriately challenging work assignments and on-the-job learning experiences while ensuring work is completed in the required timeframes EQUIPMENT USED Microsoft Office Suite Online research tools TRAINING REQUIRED In-house training curriculum as well as external training available as needed JOB LOCATION 100 Public Square, Cleveland, OH 44113 FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Licensed Relationship Manager - Lynnwood
5/24/2015 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 - Johnstown
5/24/2015 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

 

Lead Corporate Strategy Associate or VP
5/24/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank's Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the Corporate Bank Leadership team and its business groups. NOTE: This position may be filled at different salary grade levels depending on requirements ABOUT THE JOB (JOB BRIEF) Associate The Corporate Strategy Associate will report to the Director of Corporate Strategy and work closely with executives and business leaders across KeyCorp in strategy development/strategic planning activities and M&A transaction identification, evaluation and execution. The Associate will partner with senior and junior members of the Corporate Strategy team to support the strategy and business development needs of KeyCorp and all of its principal business units. Success criteria include: (i) demonstrated understanding of KeyCorp and its various business units, including ability to offer proactive, insightful thinking regarding strategy and M&A opportunities to the Company's business leadership, including the ability to prepare executive-level presentation materials; (ii) ability to analyze and synthesize internal and external data to provide competitive intelligence and benchmarking to KeyCorp executives; (iii) strong analytical and business acumen with solid communication, financial modeling and relationship-building skills and the ability to work across the breadth of KeyCorp -- horizontally and vertically; (iv) transaction-oriented skillset, including ability to play a critical role in M&A modeling, diligence and execution activities; (v) ability to lead the day-to-day responsibilities of small project teams on key company initiatives; (vi) ability to direct, review, and prioritize Analyst and Lead Corporate Analyst work projects; and (vii) team player -- ability to work cohesively with fellow members of the Corporate Strategy group and other partners across Key. Vice President The Corporate Strategy Vice President will report to the Director of Corporate Strategy and work closely with executives and business leaders across KeyCorp in strategy development/strategic planning activities and M&A transaction identification, evaluation and execution. The Vice President will partner with senior and junior members of the Corporate Strategy team to support the strategy and business development needs of KeyCorp and all of its principal business units. Success criteria include: (i) demonstrated understanding of KeyCorp and its various business units, including ability to offer proactive, insightful thinking regarding strategy and M&A opportunities to the Company's business leadership, including the ability to prepare executive-level presentation materials; (ii) ability to analyze and synthesize internal and external data to provide competitive intelligence and benchmarking to KeyCorp executives; (iii) strong analytical and business acumen with solid communication, financial modeling and relationship-building skills and the ability to work across the breadth of KeyCorp -- horizontally and vertically; (iv) transaction-oriented skillset, including ability to play a critical role in M&A modeling, diligence and execution activities; (v) ability to lead the day-to-day responsibilities of project teams on key company initiatives and M&A transaction assignments; (vi) ability to independently formulate and support strategic growth initiatives for presentation to lines of business; (vii) ability to direct, review, and prioritize Analyst and Associate work projects; (viii) ability to manage investment banking and third party relationships; and (ix) team player -- ability to work cohesively with fellow members of the Corporate Strategy group and other partners across Key. ESSENTIAL JOB FUNCTIONS Support development of KeyCorp strategy. Support KeyCorp's Lines of Business in the development of Line of Business strategies. Develop and drive analyses both internally and externally to identify, evaluate and quantify KeyCorp and Line of Business strategies. Inject competitive intelligence into process; develop benchmarking analyses and reports to assist in strategy development and opportunity / gap assessment. Identify and maintain profile database of competitors and potential partners / targets to provide detail for strategy work. Assist in definition / articulation of business value proposition development. Work with Line of Business and Finance partners to define relevant metrics and tie to financial outcomes. Assist with overall corporate planning process, including the preparation of Board and investor presentations and the development of core templates. Work with senior members of the Corporate Strategy team to facilitate and support the planning process across KeyCorp Lines of Business. Coordinate planning process with other support areas (e.g., Finance; Risk; Technology & Operations; Human Resources). Work with team to define, develop and manage due diligence process inclusive of request lists, information management, and core and extended team responsibilities (in some cases, new development, in others refining current processes). Support development of valuation models for both bank and non-bank transactions. Integrate strategic metrics and targets into valuation models as core assumptions with process for periodic review and follow up. Develop and execute post-deal process for reviewing quality of assumptions and refining valuation models accordingly. Support integration activities for any consummated transaction and due diligence efforts within KeyCorp. Provide analytical support to select corporate-wide initiatives, where needed. REQUIRED QUALIFICATIONS 4-6 years professional experience in M&A transactions and/or Corporate Strategy (6-8 years for VP) Bachelor's Degree, preferably in Accounting or Finance MBA or advanced degree preferred for VP candidates Accounting consultation experience also preferred Experience working effectively with cross-functional teams; transaction/M&A experience preferred (~four to six years of total professional experience preferred (associate) and six to eight years (VP) Professional presence with ability to work collaboratively with partners throughout Key, including senior management Critical thinker with established ability to anticipate and solve issues and concerns Comfort level and ability to address conflict and challenging situations Analytical, including financial modeling skills with ability to interpret data Able to work independently with minimal guidance; self-directed; accepts ambiguity Must possess strong communication ability with solid presentation and facilitation skills Strong business acumen with demonstrated knowledge of financial services industry FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Lead Teller- (40 hours)- Saco
5/24/2015 4:00:00 AM

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

 

KeyBank JOB FAIR - MAY 6 for Banking Service Specialist
5/24/2015 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. Join us Wednesday, May 6 JOB FAIR NOW INTERVIEWING FOR INBOUND BANKING SPECIALIST Time: 4 pm – 7pm Location: 3920 Main Street, Amherst,NY Apply now and if you meet the job qualifications below we will contact you for immediate consideration. We look forward to meeting you. In a financial services contact center environment, the Banking Specialist II will receive inbound service calls, emails or chats from our clients. While interacting with clients, the Banking Specialist will answer inquiries, resolve issues, respond to client needs, uncover and explore opportunities to sell additional products and services, and make qualified sales referrals. The Associate will also accept inbound direct marketing calls and sales referrals from other areas of the enterprise for the purpose of expanding client relationships by completing the sales process and booking applications.. ESSENTIAL JOB FUNCTIONS Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous Build rapport and strengthen client relationships while servicing client needs with account inquiries, servicing needs, and issue resolution Research and provide verification and documentation of client issues and resolution Maintain thorough knowledge and understanding of Key Bank's products and services Effectively educate clients on the features and benefits of Key's products and services Recognize client needs and opportunities to offer additional or enhanced products and services Knowledgeably respond to and overcome client objections Act as peer mentor to other Banking Specialists, including those recently hired into the same functional unit Display consultative selling skills to build rapport, strengthen and expand client relationships Recognize and effectively act upon client retention opportunities Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate Refer clients to the appropriate sales source for sale closure Meet accuracy, efficiency and sales (where applicable) goals while contributing to the overall success of the team, Call Center Service, and KeyBank. Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy Perform financial reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services Recognize and effectively act upon client retention opportunities Work collaboratively in a team environment to achieve team, department, and line of business commitments REQUIRED QUALIFICATIONS • 1-2 years client services and/or sales experience required • For sales roles, demonstrated success meeting established sales/referral goals and measurements • Work experience requiring multi-tasking and attention to detail • Demonstrated success in problem solving and resolving client issues/concerns • Ability to work in a fast paced, high volume, and high pressure environment • Strong interpersonal and written communication skills • Computer proficiency with knowledge and experience in Windows environment • High school diploma or GED equivalency2 years of project management experience FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

KeyBank JOB FAIR - MAY 4 for Banking Customer Service Specialist
5/24/2015 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. Join us Monday, May 4, 2015 JOB FAIR NOW INTERVIEWING FOR INBOUND BANKING SPECIALIST Time: 4 pm – 7pm Location: 4910 Tiedeman, Brooklyn, OH Apply now and if you meet the job qualifications below we will contact you for immediate consideration. We look forward to meeting you. In a financial services contact center environment, the Banking Specialist II will receive inbound service calls, emails or chats from our clients. While interacting with clients, the Banking Specialist will answer inquiries, resolve issues, respond to client needs, uncover and explore opportunities to sell additional products and services, and make qualified sales referrals. The Associate will also accept inbound direct marketing calls and sales referrals from other areas of the enterprise for the purpose of expanding client relationships by completing the sales process and booking applications.. ESSENTIAL JOB FUNCTIONS Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous Build rapport and strengthen client relationships while servicing client needs with account inquiries, servicing needs, and issue resolution Research and provide verification and documentation of client issues and resolution Maintain thorough knowledge and understanding of Key Bank's products and services Effectively educate clients on the features and benefits of Key's products and services Recognize client needs and opportunities to offer additional or enhanced products and services Knowledgeably respond to and overcome client objections Act as peer mentor to other Banking Specialists, including those recently hired into the same functional unit Display consultative selling skills to build rapport, strengthen and expand client relationships Recognize and effectively act upon client retention opportunities Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate Refer clients to the appropriate sales source for sale closure Meet accuracy, efficiency and sales (where applicable) goals while contributing to the overall success of the team, Call Center Service, and KeyBank. Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy Perform financial reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services Recognize and effectively act upon client retention opportunities Work collaboratively in a team environment to achieve team, department, and line of business commitments REQUIRED QUALIFICATIONS • 1-2 years client services and/or sales experience required • For sales roles, demonstrated success meeting established sales/referral goals and measurements • Work experience requiring multi-tasking and attention to detail • Demonstrated success in problem solving and resolving client issues/concerns • Ability to work in a fast paced, high volume, and high pressure environment • Strong interpersonal and written communication skills • Computer proficiency with knowledge and experience in Windows environment • High school diploma or GED equivalency2 years of project management experience FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

KBM MLO II -Kent, Ohio
5/24/2015 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 Key Bank Mortgage (KBM) Loan Officer (LO) is responsible for covering a cluster of retail bank branches on the origination of residential mortgage loans. LOs are expected to balance their work schedule between time spent in each of their assigned branches and Center of Influence (COI) calling activities that may require work outside of regular banking hours, which may necessitate a flexible work schedule. Furthermore, the expectation is that Loan Officers are in one of their assigned branches for at least a portion of every working day and COI outside calling is expected to be purposeful and pre-planned and should involve the retail staff as appropriate. The KBM LO is expected to collaborate with the third party fulfillment company to meet the needs of our customers from the point of registration to closing. The KBM LO is expected to meet or exceed established sales, cross-sell, home equity and referral goals congruently with maintaining high standards of client satisfaction and quality. This position is expected to manage client referrals and cross sell opportunities ensuring all new customers are introduced to local branches. The KBM LO should maintain sales/originator systems and efficient work flows. ESSENTIAL JOB FUNCTION: The role of the KBM LO is to originate and process 1-4 family residential real estate mortgage loans in accordance with KBM's process and product guidelines. The KBM LO is responsible for gathering documents at the time of registering a loan and is expected to remain, along with the loan processor, the point of contact with the customer during the duration of the loan. This person is to maintain high standards of client satisfaction and quality, and ensure sales/originator systems and work flows are efficiently controlled. The KBM LO is also responsible for managing client referrals and the cross sell process ensuring all new customers are introduced to local branches. The KBM LO is responsible for knowing all Federal Regulations and bank policies/procedures. As needed and in partnership with assigned branch partners, the KBM LO is expected to help with joint calls with potential clients to develop new business both in person and over the phone. The KBM LO is to keep informed of trends and developments in the real estate market and mortgage industry. In addition, the KBM LO is to develop and maintain in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Branch Activities: Meet with clients for mortgage opportunities as scheduled Interact with all branch personnel Interact with customer traffic. Make introductions and pass out business cards Review Book of Business client profiles with retail partners to uncover mortgage opportunities Discuss any cross sell opportunities discovered by LO Review mortgage pipeline with Branch Manager and/or delegate, as directed by Branch Manager For LOs who also call on Private Banking, a pipeline review should be held with PB RMs Expedite loans in process by regularly reviewing pipeline, following up on documentation with borrowers, interacting with title companies, realtors, attorneys, etc. Make outbound calls and engage in electronic communications to centers of influence (COI) for business development Monthly Activities 1. Key at Work Calls: Make at least one Key at Work call with retail partners rotating among assigned branches. 2. Huddle Meetings: Attend at least one Huddle meeting per assigned Branch and present mortgage topic. 3. Production Reviews: Meet with Branch Manager to review mortgage production to goal results. Discuss and gain commitment on activities for success based on the annual mortgage production goal; what it will take to achieve; how many referrals are needed for each application, how many applications are needed for each closing. For LOs that also call on Private Banking, monthly production reviews should also be held with PB RMs. 4. Mortgage Day: Conduct one Mortgage Day each month, rotating among assigned Branches. Schedule two weeks in advance for event promotion by attending a huddle meeting to announce date and discuss event and providing flyers to Branch for event promotion. Determine snacks to be provided if applicable. 5. One on One: Meet with mortgage Sales Manager to review production results to goal and sales activities REQUIRED QUALIFICATIONS: KBM, Mortgage Loan Officer I Bachelor's degree in business related field or equivalent experience. 1 to 2 years of professional service/sales experience. Excellent oral, verbal, and written communication skills and ability to work in a team environment. Demonstrated strong customer service skills. Demonstrated abilities in the areas of problem solving, analysis, and time management. Demonstrated ability to multi-task and adapt to changing priorities. General understanding and knowledge of financial services products. KBM, Mortgage Loan Officer II Minimum of three (3) years experience as a loan officer in 1 st mortgage production. Bachelor's degree in business related field or equivalent experience. A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws. Excellent verbal and written communication skills and ability to work in a team environment Demonstrated strong customer service skills. Proficiency in sales and service techniques, including tele-consulting, prospecting and networking. Strong financial acumen. 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. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

KBM MLO II - Lyndhurst, Ohio
5/24/2015 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 Key Bank Mortgage (KBM) Loan Officer (LO) is responsible for covering a cluster of retail bank branches on the origination of residential mortgage loans. LOs are expected to balance their work schedule between time spent in each of their assigned branches and Center of Influence (COI) calling activities that may require work outside of regular banking hours, which may necessitate a flexible work schedule. Furthermore, the expectation is that Loan Officers are in one of their assigned branches for at least a portion of every working day and COI outside calling is expected to be purposeful and pre-planned and should involve the retail staff as appropriate. The KBM LO is expected to collaborate with the third party fulfillment company to meet the needs of our customers from the point of registration to closing. The KBM LO is expected to meet or exceed established sales, cross-sell, home equity and referral goals congruently with maintaining high standards of client satisfaction and quality. This position is expected to manage client referrals and cross sell opportunities ensuring all new customers are introduced to local branches. The KBM LO should maintain sales/originator systems and efficient work flows. ESSENTIAL JOB FUNCTION: The role of the KBM LO is to originate and process 1-4 family residential real estate mortgage loans in accordance with KBM's process and product guidelines. The KBM LO is responsible for gathering documents at the time of registering a loan and is expected to remain, along with the loan processor, the point of contact with the customer during the duration of the loan. This person is to maintain high standards of client satisfaction and quality, and ensure sales/originator systems and work flows are efficiently controlled. The KBM LO is also responsible for managing client referrals and the cross sell process ensuring all new customers are introduced to local branches. The KBM LO is responsible for knowing all Federal Regulations and bank policies/procedures. As needed and in partnership with assigned branch partners, the KBM LO is expected to help with joint calls with potential clients to develop new business both in person and over the phone. The KBM LO is to keep informed of trends and developments in the real estate market and mortgage industry. In addition, the KBM LO is to develop and maintain in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Branch Activities: Meet with clients for mortgage opportunities as scheduled Interact with all branch personnel Interact with customer traffic. Make introductions and pass out business cards Review Book of Business client profiles with retail partners to uncover mortgage opportunities Discuss any cross sell opportunities discovered by LO Review mortgage pipeline with Branch Manager and/or delegate, as directed by Branch Manager For LOs who also call on Private Banking, a pipeline review should be held with PB RMs Expedite loans in process by regularly reviewing pipeline, following up on documentation with borrowers, interacting with title companies, realtors, attorneys, etc. Make outbound calls and engage in electronic communications to centers of influence (COI) for business development Monthly Activities Key at Work Calls: Make at least one Key at Work call with retail partners rotating among assign branches. Huddle Meetings: Attend at least one Huddle meeting per assigned Branch and present mortgage topic. Production Reviews: Meet with Branch Manager to review mortgage production to goal results. Discuss and gain commitment on activities for success based on the annual mortgage production goal; what it will take to achieve; how many referrals are needed for each application, how many applications are needed for each closing. For LOs that also call on Private Banking, monthly production reviews should also be held with PB RMs. Mortgage Day: Conduct one Mortgage Day each month, rotating among assigned Branches. Schedule two weeks in advance for event promotion by attending a huddle meeting to announce date and discuss event and providing flyers to Branch for event promotion. Determine snacks to be provided if applicable. One on One: Meet with mortgage Sales Manager to review production results to goal and sales activities. KBM, Mortgage Loan Officer II Minimum of three (3) years experience as a loan officer in 1 st mortgage production. Bachelor's degree in business related field or equivalent experience. A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws. Excellent verbal and written communication skills and ability to work in a team environment Demonstrated strong customer service skills. Proficiency in sales and service techniques, including tele-consulting, prospecting and networking. Strong financial acumen. 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. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Float Teller - Country Club Office
5/24/2015 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

 

Equity Research Associate, Homebuilders & Building Products
5/24/2015 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 KeyBanc Capital Markets Inc., a division of KeyCorp, is looking for a Research Associate to join the Equity Research team in New York. The Associate will have the opportunity to work with the Senior Research Analyst to create industry analysis and provide company-specific coverage. Primary responsibilities include: Analyzing financial statements/SEC documents, financial supplements, Building and maintaining earnings models, Writing research notes, and Speaking to internal and external clients, industry contacts, and management teams about the stocks/sector. Essential Job Functions Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries. Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes. Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups. Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm. Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public. Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting. Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses. Maintaining company databases using spreadsheet and database software. Required Qualifications -We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modeling, forecasting, and valuation experience. The candidate must also possess tremendous intellectual curiosity and be able to solve problems independently. -The candidate should have 1-3 years of relevant experience (investment banking, equity research, or another analytical role) and an interest in research and the stock market. Experience in equity research, investment banking, or consulting is preferred. -Proficiency in excel and a strong academic record are required. -The candidate will need to have or obtain all required FINRA licenses inclusive of Series 7, 63, 86 and 87. CFA is preferred, but not required. Candidates are expected to demonstrate a high level of attention to detail and be resourceful and flexible, with the ability to work well under pressure in a periodically intense environment. The ideal candidate is driven and self-motivated, with the ability to work both independently and as a key team player. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Commercial Relationship Manager - Boise, ID
5/24/2015 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): Serves as the account executive for commercial clients and develops/maintains a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. Develops new business and builds strong relationships with prospects. Drives financial performance through profitable revenue growth and quality credit. ESSENTIAL JOB FUNCTIONS: Serves as the Trusted Financial Advisor to clients, and functions as the Commercial Banking client "expert" and the go- to person for the client. Develops focused strategies for acquiring, retaining and growing select clients. Leads all business development efforts for specific client and/or prospect base. Drives a focused business development effort by developing a clear and holistic understanding of the client's or prospect's business/industry. Analyzes data and topical information relevant to the client's business and industry. Viewed by the client as a business partner (financial strategist), is able to share a valuable financial perspective. Prepares for client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with knowledge in key product areas (cash management, derivatives, equipment finance, etc.) and educates the client on Key's capabilities. Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities. Develops active Center of Influence referral network. Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts. Identifies cross- sell opportunities and partners with Product Specialists to structure, coordinate and sponsor credit and non- credit products/services. Solves internal obstacles for the client with a sense of urgency and finds the right way to get things done for the client. Acts as client advocate while adhering to sound business practices. Drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve identified client goals. Maximizes profitability of assigned portfolio by effectively selling the value Key provides. Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members. Partners effectively with Credit Officers, as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities. Directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio. Resolves out of formula situations on borrowing base facilities. REQUIRED QUALIFICATIONS: Bachelor's Degree or equivalent experience in accounting, finance, or related field. Minimum 5 - 7 years of financial services related experience. Established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. Demonstrated excellent written and verbal communication skills. Confirmed superior client relationship and internal partnering skills. Ability to use applicable equipment, which may include: PC, Microsoft Office and various Key proprietary systems e.g. Desktop, etc. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Branch Manager - Eatonville
5/24/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Branch Manager reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP (branch self assessment program) tasks. Responsible for managing, staffing and scheduling all direct reports within the branch. Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. Accountable for partnering with and referring business to all lines of business partners including, but not limited to, Retail, Investment Services, Mortgage, Private Banking, Business Banking, Cash Management, Middle Market, Merchant Services and Foreign Exchange to meet client needs. ESSENTIAL JOB FUNCTIONS: The Branch Manager is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience. The Branch Manager also ensures that branch operations are effective and compliance requirements are met. - Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers - Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch - Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships - Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect - Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them - Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters - Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources. REQUIRED QUALIFICATIONS: Non Business and Business Intensive Branches: High School Diploma or 3 years of branch management experience; 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team; General understanding of financial statements and concepts; Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports; Demonstrated ability to leverage Centers of Influence (COIs) to further promote KeyBank business; Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals; Demonstrated ability to effectively communicate and possess strong public speaking skills; Working knowledge of PC (MS Windows and Office Products; Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license in order to make outside sales calls. Additional Responsibilities for Business Intensive Branches: Demonstrated small business deposit/credit experience and familiarity with small business operations; Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: Managerial experience; Undergraduate degree in business related field; FINRA Series 6 and 63 investment licenses*; State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Branch Manager
5/24/2015 4:00:00 AM

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

 

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