Latest CareerBuilder Jobs: Banking, US - 30 mile radius

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Latest CareerBuilder Jobs: Banking, US - 30 mile radius

Latest CareerBuilder Jobs

Private Banking Officer II
5/12/2015 4:00:00 AM

Details: PRIVATE BANKING OFFICER II-HIGHLAND, IN POSITION SUMMARY: Facilitate the delivery of full-service wealth management service to high-net-worth individuals. Offer financial and wealth management advice, and maintain customer awareness of company services. DUTIES/RESPONSIBILITIES: Moderate interaction with high-net-worth bank customers and prospects requiring tact and persuasiveness in presenting the bank's position Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve Routine interaction with the Commercial and Retail Banking staff, Loan Review, Compliance and others as needed Administer FMB's private banking activities, ensuring that a full range of private banking services are provided to high-net-worth individuals with large and/or complex accounts Call on potential or existing customers to develop new business by promoting company services and products Adhere to set policies and procedures Assisting in developing strategies to market and deliver private banking services to high-net-worth individuals Manage medium to large private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends Cross-sell various products and services (such as Trust and Investment products) offered by other lines of business to ensure timely and efficient delivery to private banking customers Achieve set goals for deposit and loan volume Follow established lending procedures and perform adequate credit analysis The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance including finger printing and a background check.

 

Title Examiner
5/12/2015 4:00:00 AM

Details: In this job, here are some of the duties to be performed: ITAC Solutions has recently partnered with a client in their search for a Title Examiner. If you have 2+ years experience working with titles on foreclosed residential real estate properties or have worked in legal, mortgage, or banking, this might be a good fit for you. Take a look! In this position, the Title Examiner will be responsible for communicating with the lender client to open title on foreclosed residential real estate properties (REO), order full 30 year title search from abstract company, review and analyze abstract reports and reduce information to title commitment, upload title commitments to client communication platform, order title updates once contract is received, and update commitment and deliver to closing office.

 

Loan Closer - Intermediate
5/12/2015 4:00:00 AM

Details: Job Description: Title: Mortgage Post Closer Top 3 Skills 1. 2+ years of Loan Closing Experience. 2. First Mortgage Loan document knowledge and experience working with those documents. 3. Being able to work well under pressure and deal with shifting priorities Summary: Perform quality control reviews of funded residential first mortgage loan transactions, including FHA, IHDA, WHEDA, Construction Loans, Conventional loans and Private Bank transactions, ensuring completion and compliance of all closing documents. Ensure timely resolution of all identified discrepancies through follow-up with appropriate areas, including work with Title Companies, Closers, Processors, Underwriters and customers. Interact with Investors and Servicers to resolve errors, providing timely response and resolution Ensure all transactions are properly documented in accordance with program standards and guidelines. Follow up on any missing or erroneous documentation, including Final Title Policies and recorded mortgages, ensuring collateral documents are accurate and have been received timely Job responsibilities: -Receive and conduct detailed review of signed closing packages, per regulatory and investor requirements, and per program parameters -Confirm prior-to-close and prior-to-disbursement conditions were properly satisfied -Conduct follow-up with Title companies and internal business partners to resolve identified errors -Verify accuracy and consistency of specifications on documents, such as title abstract and insurance forms. This job has direct or indirect impact on the following: - Customer confidence and satisfaction by ensuring more complex transactions are processed and more complex non-routine business issues are resolved accurately and on a timely basis. - Customer retention by ensuring service quality in processing transactions and resolving escalated issues. Skills: -Strong analytical and problem-solving skills -Strong investigation skills -Strong prioritization skills -Strong customer service and relationship management skills -Strong conflict management/ resolution skills -Strong written and oral communication skills -Ability to multi-task in a fast-paced environment Education/Experience -University degree/college diploma or equivalent work experience -Experience on process and/or project management -2-4 years of relevant experience

 

Job Title: Dynamics NAV Business Analyst| PA | $90-$110K Base
5/12/2015 4:00:00 AM

Details: Job Title: Dynamics NAV Business Analyst| Pittsburgh, PA | $90-$110K base Job Description: Dynamics NAV Business Analyst| Pittsburgh, PA | $90-$110K base Great opportunity to join an established, growing, company and oversee global NAV implementation projects! This end user offers stability in a positive work environment with an innovative team. This is a Global organization whose IT is headquartered out of Pittsburgh! This position will play a key role in facilitating the implementation of NAV 2015. The analyst will be responsible for gathering user requirements, performing application analysis and data integration. The other major element of your role will include providing ongoing training and end user support. This position does not require travel. The Ideal Candidate Will Have: * 3-4 years NAV Experience * Finance and accounting background * 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 Float: East Syracuse
5/12/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Accurately process all financial service transactions Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client's needs and refer to a member of the branch team Help create and establish a business relationship between the Personal Banker and the client Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

 

Teller - 29 Hour - State Street
5/12/2015 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.

 

Teller - 28 Hour - Hood River
5/12/2015 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.

 

Teller - 14 Hour - McMinnville
5/12/2015 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 - Montgomery Branch
5/12/2015 4:00:00 AM

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

 

Personal Banker - Chagrin Falls
5/12/2015 4:00:00 AM

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

 

Part-Time Float Teller - Adrian Branch
5/12/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. - Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. - Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. - Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. - Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

 

Part Time Teller - Sheffield Village
5/12/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. Preferred Qualifications (Teller & Float Teller) - Cash handling experience. - Sales experience with established goals. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

 

Part Time Floater Teller - Chagrin Falls
5/12/2015 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.

 

Specialist, Inv. Ops-Sec. Svcs
5/12/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Technology and Operations (KTO) provides efficient, reliable and secure technology, operational, and servicing functions to support business partners and clients across Key. It creates an effective variable cost technology delivery model that maximizes the return on IT spend and orchestrates the efficient use of corporate information and technology assets while supporting innovation that creates competitive distinction. Performing with minimal supervision, timely and accurate processing of (1) global income payments and the management of foreign tax withholding reclaims for global securities, and (2) dividend payments and withholding reclaims for American Depository Receipts (ADRs) held in client accounts. Manages daily processing flow, analyzing depository and sub-custodian documents, making depository elections, updating foreign dividend events, and posting client payments in a timely basis. Strong attention to detail, analytical, and problem resolution skills are critical to succeeding in this position. Responsible for the timely and accurate processing of ADR dividend payments and reclaims. Analyzes depositary documents and completes necessary filings to maximize client foreign withholding reclaims. Corresponds with KeyBank trust officers to collect the necessary supporting documentation. On payable date, updates foreign dividend events to reflect individual foreign withholding status of our trust clients, balances to our depository's cash payment, and releases payments to client accounts. Processes online cash transactions as necessary to post reclaim payments to client accounts. Responsible for the timely and accurate processing of global dividend and interest payments. Manages global tax & account sub-custodial document process to maximize client foreign withholding reclaims. Corresponds with KeyBank trust officers to collect the necessary supporting documentation. Maintains departmental check log, managing incoming checks, logging checks to our internal log, and distributing copies to appropriate team members. Receives transaction instructions and announcements from customers, advisors, agents, vendors, and other sources. Analyzes information received and performs a variety of accounting, control, and processing functions leveraging knowledge of generally acceptable accounting principals and securities industry procedures to properly accomplish underlying transactions. Responsible for desk backup for the Corporate Action Class Action and Bond Redemption/Maturity functions. Resolves exceptions resulting from internal processing to affect accounting entries in a timely and accurate manner, while limiting liability to bank. Maintains detailed, accurate, and organized work files. Reviews work processes for opportunities for improvement. Initiates, develops, and implements process improvement. Cross-trains on other unit desks to expand knowledge base and to assist with open desk coverage. Four-year degree in business with a concentration in finance, accounting or management or related work experience. Industry experience or related analytical work experience is helpful. Strong analytical and organizational skills. Strong detail focus. Ability to learn detailed processes quickly and function independently with limited supervision. Excellent research and problem solving skills. Ability to work in a team environment. Ability to Deliver the Key Difference through strong client focus and service. Strong work ethic. High energy and drive. Excellent written and verbal communications skills. Good time management skills and the ability to focus on multiple tasks. Proven ability to adapt as organization, business environment and/or customer expectations change. Proficient with the following applications: MicroSoft Word, Excel, Access, Outlook FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Specialist III
5/12/2015 4:00:00 AM

Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Technology and Operations (KTO) provides efficient, reliable and secure technology, operational, and servicing functions to support business partners and clients across Key. It creates an effective variable cost technology delivery model that maximizes the return on IT spend and orchestrates the efficient use of corporate information and technology assets while supporting innovation that creates competitive distinction. ABOUT THE JOB (JOB BRIEF) The CIS Maintenance team is part of the Channel, Card & Deposit Operations (CCDO) department and is responsible for non-monetary maintenance coding on Consumer and Corporate accounts. The primary job functions of this position include signer maintenance, officer and cost center changes, address change maintenance, sub product code maintenance and additional non-monetary maintenance associated with specific account coding in accordance with the Corporate policies and procedures related to Compliance, Privacy and the Bank Secrecy Act. ESSENTIAL JOB FUNCTIONS Maintain a comprehensive technical and working knowledge of all systems utilized by the CIS Maintenance team including, but not limited to,: Hogan, Client Account Transition Portal, TCS and TGS2, CE Desktop and Lotus Notes Time management and working within strict deadlines to achieve service level agreements on a daily basis Updating sensitive client data on internal and external client accounts in accordance with Corporate policies Communicate trends to management and share best practices with team members to achieve a fully engaged, high performing work environment Maintain complete and accurate documentation of communication between all areas of contact to ensure integrity of sensitive data as not to impact client relationships Consistently demonstrate the use of the Key Values (Teamwork, Respect, Accountability, Integrity, Leadership) REQUIRED QUALIFICATIONS Two (2) or more years of banking experience in an operations, call center or branch environment Excellent problem resolution skills Quality focused with the ability to work in a team environment Exceptional time management and organizational skills Ability to adapt and function productively in a fast-paced, ever-changing working environment Strong written and oral communication skills PREFERRED QUALIFICATIONS Undergraduate degree in Business, Finanace or banking industry related field Proficient in Microsoft Word and Excel Working knowledge of Hogan, CE Desktop, TCS, and Lotus Notes COMPETENCIES/SKILLS Communication: Communicates effectively, Speaks effectively, Listens actively, Writes clearly and concisely Interpersonal Skills: Creates positive work climate, Fosters teamwork, Builds relationships Personal Effectiveness: Takes initiative, Prioritizes work, Meets deadlines, Demonstrates self development, Projects professional image Leadership: Thinks strategically, Demonstrates accountability, Uses sound judgment Problem Solving/Decision Making: Simplifies and improves work processes, Anticipates and prevents problems, Follows through Functional Knowledge: Understands HR policy and procedures, Understands department policy and procedures, Cross-trains EQUIPMENT/TECHNOLOGY USED Personal Computer Telephone Adding Machine -10-Key TRAINING ■ On the job/shadowing supported by detailed procedures ■ Role Based Plan for CIS Maintenance Associate in My Learning Center JOB LOCATION ■ Brooklyn Operations Center, 4910 Tiedeman FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

 

Senior HR Business Partner
5/12/2015 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 TITLE: Senior HR Business Partner ABOUT THE JOB (JOB BRIEF) Senior HR Business Partner (Sr HRBP) The Senior HR Business Partner (Sr HRBP) is typically an individual contributor role reporting to an HR Director (HRD) and supporting one of more lines of business (Key Private Bank and Commercial). This role may manage a small group of direct reports. The Sr HRBP will work as an integral member of the leadership team for assigned client group providing senior level coaching, consultation and support that contributes to the client strategy and business direction. This role is often aligned to senior level leaders, but can support executive management. The Sr HRBP leverages business and industry insights to manage the design, development and delivery of HR programs in concert with the goals of the business. This role is responsible for defining and aligning the talent strategy, improving organizational performance and developing capabilities that deliver business results. The Sr HRBP strategically assesses talent, compensation, performance and change management needs and aligns multiple HR levers to design holistic solutions that achieve desired results and impact business outcomes. Success criteria include: proven leadership ability with a keen focus on effective execution, strong business/financial knowledge, solution-focused with ability to proactively offer strategic recommendations, influential coaching and consulting and established reputation and track record as an effective and collaborative partner. Competency Matrix Competency Senior HR Business Partner Education Bachelor's Degree or equivalent work experience Experience Ten plus (10 +) years of HR business partnership experience Leadership Demonstrated leadership – role model for others; may have direct reports; leverages organizational and professional savvy and advanced ability to influence leaders and strengthen leadership capability; consistently demonstrates resiliency and composure, strong interpersonal skills-proven relationship-building ability Business Acumen Strong business/financial knowledge; understands and contributes to client's strategy and business direction; knows and leverages industry best-practices and trends; leverages strategic thinking ability to anticipate client needs; aligns Human Capital strategy with business strategy to deliver results Execution Effectiveness Proactive with setting timelines and identifying opportunities; understands how to mobilize the right partners and resources WORK LOCATION Albany/Buffalo/Hudson Valley, NY (Portland, ME) FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Senior HR Business Partner
5/12/2015 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 TITLE: Senior HR Business Partner ABOUT THE JOB (JOB BRIEF) Senior HR Business Partner (Sr HRBP) The Senior HR Business Partner (Sr HRBP) is typically an individual contributor role reporting to an HR Director (HRD) and supporting one of more lines of business (Key Private Bank and Commercial). This role may manage a small group of direct reports. The Sr HRBP will work as an integral member of the leadership team for assigned client group providing senior level coaching, consultation and support that contributes to the client strategy and business direction. This role is often aligned to senior level leaders, but can support executive management. The Sr HRBP leverages business and industry insights to manage the design, development and delivery of HR programs in concert with the goals of the business. This role is responsible for defining and aligning the talent strategy, improving organizational performance and developing capabilities that deliver business results. The Sr HRBP strategically assesses talent, compensation, performance and change management needs and aligns multiple HR levers to design holistic solutions that achieve desired results and impact business outcomes. Success criteria include: proven leadership ability with a keen focus on effective execution, strong business/financial knowledge, solution-focused with ability to proactively offer strategic recommendations, influential coaching and consulting and established reputation and track record as an effective and collaborative partner. Competency Matrix Competency Senior HR Business Partner Education Bachelor's Degree or equivalent work experience Experience Ten plus (10 +) years of HR business partnership experience Leadership Demonstrated leadership – role model for others; may have direct reports; leverages organizational and professional savvy and advanced ability to influence leaders and strengthen leadership capability; consistently demonstrates resiliency and composure, strong interpersonal skills-proven relationship-building ability Business Acumen Strong business/financial knowledge; understands and contributes to client's strategy and business direction; knows and leverages industry best-practices and trends; leverages strategic thinking ability to anticipate client needs; aligns Human Capital strategy with business strategy to deliver results Execution Effectiveness Proactive with setting timelines and identifying opportunities; understands how to mobilize the right partners and resources WORK LOCATION Albany/Buffalo/Hudson Valley, NY (Portland, ME) FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

 

Senior Auditor - Compliance
5/12/2015 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 Enterprise Risk Management provides leadership on risk management strategies and initiatives for credit, market, compliance and operational risk, as well as portfolio management, quantitative analytics and asset recovery activities. REQUIRED SKILLSET considered for the Senior Internal Auditor Under general supervision, responsible for conducting and documenting moderate to complex compliance risk review projects. May provide advice and direction to trainees. Typically requires a Bachelor's degree and two to four years of experience. Effectively manage individual review assignments under limited supervision within the Risk Review Group (RRG), specifically on the Compliance Audit Team Demonstrate strong research skills through the ability to evaluate and interpret relevant laws and regulations Demonstrate strong business writing skills through clearly documenting walkthroughs, process narratives, testing performed and results or conclusions Partner and collaborate with assigned KeyCorp line of businesses, as well as other RRG teams, in delivering value through best-in-class risk review and future-state control advisory services Independently identify risks within the corporation, recommend efficient and effective processes for managing these risks, execute annual risk review plans, and review work to ensure quality of deliverables and timeliness of service Effectively market the Compliance Audit team within the RRG, the corporation and to external parties (e.g. regulators, peers and accounting firms) Participate in internal process improvement initiatives within the RRG May advise less experienced staff on routine issues Interact with mid to senior level personnel within RRG and the lines of business 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.

 

Senior Auditor
5/12/2015 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 Enterprise Risk Management provides leadership on risk management strategies and initiatives for credit, market, compliance and operational risk, as well as portfolio management, quantitative analytics and asset recovery activities. About the Job Solid understanding of risks and controls as well as audit concepts within fieldwork; developing understanding of audit concepts within planning and reporting; able to independently document walkthroughs; emerging ability to lead basic reviews. Developing ability to execute multiple assignments by required deadlines; identifies obstacles within the scope of assignments and appropriately escalates; demonstrates initiative to suggest solutions. Intermediate business writing skills including strong grammar and sentence structure skills; can cohesively present and organize information; developing formal audit writing skills. Clearly and concisely documents observations witin workpapers including root cause and impact. Demonstrates ability to present information to team and lead. Demonstrates ability to communicate test information and initial findings with LOB personnel. May assist in the preparation or delivery of a formal presentation or training. Developing ability to tailor message for audience within the scope of assignments. Demonstrates ability to build relationships within the scope of assignments; developing relationship building skills with mid-level leadership. Demonstrates ability to communicate test information and initial findings with LOB personnel. May assist in the preparation or delivery of a formal presentation or training. Developing ability to tailor message for audience within the scope of assignments. Demonstrates ability to build relationships within the scope of assignments; developing relationship building skills with mid-level leadership. Foundational understanding of business, industry and regulatory concepts within assigned LOBs; expanding knowledge across businesses and functions. Emerging leadership skills. Participates and contributes in team initiatives; may participate in RRG project initiatives. Demonstrates influential/challenge skills within team and with clients. Proactively collaborates with others, regardless of team, to achieve desired outcomes. Required Skills 2+ years experience (Audit) Solid understanding of risks and controls as well as audit concepts within fieldwork Bachelor's Degree (Accounting, Finance) No specific certifications required Location: Brooklyn, OH 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.

 

SBA Relationship Manager or Sr SBA RM
5/12/2015 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. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $1 to $10 million, with loan sizes between $150,000 and $2 million. Develops the business plan for the SBA line for their district, in conjunction with the Business Banking Sales Leader. Implements the training and internal business development strategies outlined by district. Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working as the trust advisor, poises the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Small Business Administration Relationship Manager or Sr. SBA RM is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA RM or Sr SBA RM will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management Employs a disciplined approach to prospecting. Impacts district referral pipeline via established internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Generates leads by utilizing all resources including desktop, branch network, COIs, LOB and product partners, First Research, etc. Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products.Needs Assessment Maintains a current comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace. Present/Pitch Proactively grows full client relationships ( deposit/credit relationships ), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge Serves as a resource and contact point for Key Bank retail staff regarding the SBA program and products. Fulfillment Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Solicits satisfied clients for referrals to others they know who may need your services on a regular bases. Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals. MARGINAL OR PERIPHERAL FUNCTIONS Acts as a mentor to less experienced and/or new team members. Provides feedback to corporate partners regarding new product development. Coaches branch employees to enhance Business Banking selling skills/ knowledge. REQUIRED QUALIFICATIONS Undergraduate degree in business/related field or equivalent work experience. Two to four years SBA leading experience for SBA RM role. Five to seven years SBA lending experience for the Sr SBA role, Five plus years demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of SBA products ( 7(a), 504 and Express ) and the SBA Standard Operating Procedures. Knowledgable of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. EQUIPMENT USED PC (MS Windows and Office Products), Client Experience Desktop TRAINING REQUIRED Completion of Business Banking identified curriculum; e.g. Product knowledge, Cash Flow Analysis, Commercial Credit Underwriting, New Employee Assimilation, etc. 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.

 

SBA Relationship Manager or Sr SBA RM
5/12/2015 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. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $1 to $10 million, with loan sizes between $150,000 and $2 million. Develops the business plan for the SBA line for their district, in conjunction with the Business Banking Sales Leader. Implements the training and internal business development strategies outlined by district. Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working as the trust advisor, poises the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Small Business Administration Relationship Manager or Sr. SBA RM is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA RM or Sr SBA RM will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management Employs a disciplined approach to prospecting. Impacts district referral pipeline via established internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Generates leads by utilizing all resources including desktop, branch network, COIs, LOB and product partners, First Research, etc. Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products.Needs Assessment Maintains a current comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace. Present/Pitch Proactively grows full client relationships ( deposit/credit relationships ), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge Serves as a resource and contact point for Key Bank retail staff regarding the SBA program and products. Fulfillment Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Solicits satisfied clients for referrals to others they know who may need your services on a regular bases. Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals. MARGINAL OR PERIPHERAL FUNCTIONS Acts as a mentor to less experienced and/or new team members. Provides feedback to corporate partners regarding new product development. Coaches branch employees to enhance Business Banking selling skills/ knowledge. REQUIRED QUALIFICATIONS Undergraduate degree in business/related field or equivalent work experience. Two to four years SBA leading experience for SBA RM role. Five to seven years SBA lending experience for the Sr SBA role, Five plus years demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of SBA products ( 7(a), 504 and Express ) and the SBA Standard Operating Procedures. Knowledgable of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. EQUIPMENT USED PC (MS Windows and Office Products), Client Experience Desktop TRAINING REQUIRED Completion of Business Banking identified curriculum; e.g. Product knowledge, Cash Flow Analysis, Commercial Credit Underwriting, New Employee Assimilation, etc. 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.

 

Licensed Relationship Manager
5/12/2015 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 Branch Manager - Spencerport
5/12/2015 4:00:00 AM

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

 

Lead Teller - North Forest Branch
5/12/2015 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.

 

Lead Teller - Anderson Branch
5/12/2015 4:00:00 AM

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

 

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• ▼  2015 (167)
  • ►  June (45)
  • ▼  May (121)
    • Latest News - UPI.com
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    • UPI Almanac for Sunday, May 31, 2015
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    • Latest News - UPI.com
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  • ►  January (1)

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