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Job Title: Dynamics NAV Consultant |South Bend, IN|$65-85K Base
6/3/2015 4:00:00 AM
Details: Job Title: Dynamics NAV Consultant |South Bend, IN|$65-85K Base Job Description: Dynamics NAV Consultant |South Bend, IN|$65-85K Base A large Microsoft Gold Partner is seeking a Dynamics NAV Functional Consultant to join an established team of IT professionals! This is a tremendous opportunity for a candidate to develop their career working on multiple projects in the implementation of the latest versions of Dynamics NAV! This position will require system and software upgrade, installation, support, maintenance, customization, training end users in the use of Dynamics NAV and providing general consulting services. Excellent oral communication skills will be necessary to adequately facilitate the needs of the employer and respective clients. This position requires 50% travel. The Ideal Candidate Will Have: * 3-5 years Dynamics NAV experience/ other Microsoft Dynamics exp a plus * 4 year degree in computer science/IT or equivalent * Strong interpersonal skills * Dynamics NAV versions 2009, 2013 and/or 2015 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.
Job Title: MS BI/SQL Developer - Milwaukee
6/3/2015 4:00:00 AM
Details: Job Title: MS BI/SQL Developer - Milwaukee Job Description: MS BI/SQL Developer - Milwaukee Our client, located in the Milwaukee area, is seeking an ONSITE Business Intelligence / SQL developer for a 6 month contract. The ideal candidate will have strong technical experience and be able to deliver innovative solutions to complex problems. Strong experience with ETL development and data integration is required. This position will play a vital role in the company with responsibilities that include: *Work with business users/leaders to design end to end BI solutions using the MS Stack (SSIS, SSAS, SSRS) *Architect solution using SQL Server 2012, PowerPivot, PowerView and integration with SharePoint * Designing, developing, and troubleshooting SSIS Packages *ETL Development from a variety of source systems using SSIS The ideal candidate will have the following skills and experience: *5+ years BI experience using SSAS/SSIS/SSRS *Understanding OLAP/SSAS Cube design and development *Experience with Power BI tools and MS SQL Server 2012 *Positive attitude with ability to go the extra mile without being asked This would be an amazing opportunity for a consultant to work on a long project using their BI skills with chance for extension or full time employment. Rate will depend on experience. We are looking to fill this role by next week and will be taking interviews for the rest of the week! To discuss this and other exciting opportunities with Dynamics GP / Great Plains, send your CV to or call (646) 863-7575. Nigel Frank International Ltd is acting as an Employment Agency in relation to this vacancy. If you want to hear more about this role please do not hesitate to contact Michael Capko in full discretion, you can either send an email to or call (646) 863-7575. Due to the nature of this role you MUST be able to live and work in the United States by either holding a valid working visa or be eligible to do so by other qualifying means as my client is unable to sponsor any work permits. I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics GP/ Great Plains 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 GP / Great Plains jobs that are available I can be contacted on (646) 863- 7575 or . Please see www.nigelfrank.com for more fantastic Microsoft Dynamics opportunities!
Teller, On Call Seasonal: Lowville
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. - Maintain responsibility for cash drawer and follow proper balancing procedures. - Act as a resource to identify and resolve client servicing issues. - Meet individual established referral production goals. Build Client Rapport - Provide excellent customer service to all KeyBank clients. - Greet and welcome every client as they enter the branch; acknowledge by name, if known. - Accurately process all financial service transactions. - Participate in client appreciation events. - Take ownership of client issues when possible, with the assistance of the branch management. - Make product suggestions based on the client's needs and refer to a member of the branch team. - Help create and establish a business relationship between the Personal Banker and the client. Present Products - Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. - Provide answers and assistance for client questions/concerns, utilizing resources within the branch. - Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs - Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. - Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up - Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. - Debrief with the sales team member when a sale was based on a referral made by the Teller. - Ensure more complex sales activities/opportunities are handed off to the Personal Banker. - Ensure compliance with security and audit procedures. Additional Responsibilities - Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: Teller - High School Diploma, GED or equivalent business experience. - Customer service experience. - Excellent communication and interpersonal skills. - General understanding of PC with Windows based applications and calculator. - Ability to work branch hours to include weekends and occasional evenings. - Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. - Preferred qualifications: Cash handling experience, sales experience with established goals. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer 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 - 24 Hour - Woodinville
6/3/2015 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- Hard/Sawmill Branch/Columbus
6/3/2015 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: Central Plaza
6/3/2015 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 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 Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). PREFFERED QUALIFICATIONS Undergraduate degree in business related field Possesses a general understanding of operations (risk, compliance, fraud, loss); Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Personal Banker - Meridian Village
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceed established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience. - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources. - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking. - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals. - Ability to develop a base of Centers of Influence (COIs). - Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment. - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.). - Ability to work branch hours to include weekends and occasional evenings. - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss) - Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Personal Banker - KeyBank Tower Dayton
6/3/2015 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 Teller - Lorain
6/3/2015 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 - Middleburg Heights
6/3/2015 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.
On Call Teller - Medford
6/3/2015 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. 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. 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 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.
Licensed Relationship Manager - Coburg Road
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs) - Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses* - State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss) - Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Licensed Rel Mgr
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Licensed Relationship Manager reports to the Branch Manager and is responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Licensed Relationship Manager delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Manager also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing).- Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals.- Provides sales and service assistance to all clients.- Develops and maintains broad knowledge of products and services to appropriately support client needs.- Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction.- Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested.- Assists with coaching and training tellers and other branch professionals.- Accurately process all financial service transactions.- Identifies and resolves complex client service opportunities.- Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop.- Maintains and calls on a client book of business. Additional Responsibilities:- As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience- 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources- Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking- Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs)- Demonstrated strong customer service skills- Excellent communication skills and ability to work in a team environment- Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)- Ability to work branch hours to include weekends and occasional evenings- Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses*- State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications:- Undergraduate degree in business related field- Possesses a general understanding of operations (risk, compliance, fraud, loss)- Working knowledge of Branch Teller Workstation •Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Lead Teller- (40 hours)- Burlington
6/3/2015 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.
Float Teller - 20 Hour - Portland
6/3/2015 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. 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. 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 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.
Float Teller - 20 Hour - Eugene
6/3/2015 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. 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. 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 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.
Branch Manager - Port Clinton Branch
6/3/2015 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.
Trust Associate II
6/3/2015 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: Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer. Essential Job Functions: Provide support to assigned Trust Officer(s): Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. Monitor accounts on a daily basis for overdrafts and un- invested cash and keep Trust Officer informed. Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer. Provide front- line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line. Discover, analyze and research account problems and recommend solutions as appropriate. Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow. Read and understand Trust Agreements and related documents for administrative purposes. Manage fee maintenance as directed by Trust Officer. Prepare various reports, correspondence, technical documents and special projects as requested. Assist in preparing client presentations as needed. Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts. Keep current on the latest developments in trust law, tax law and other issues related to the trust business. Maintain compliance with all internal policies and procedures as well as with regulatory requirements. Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support: Identify client needs and revenue enhancement opportunities. May serve as primary contact for some account relationships. Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences. Resolve client requests and refer complex inquiries to Trust Officer. Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop. Required Qualifications: High school diploma or equivalent. A minimum of one to three years related work experience or equivalent combination of work/educational background. Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills. Ability to interact effectively in a team environment. Demonstrated attention to detail. Proficient in all Microsoft Office Applications. Prior experience in a Trust department a plus. 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.
Trust Associate II
6/3/2015 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: Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer. Essential Job Functions: Provide support to assigned Trust Officer(s): Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. Monitor accounts on a daily basis for overdrafts and un- invested cash and keep Trust Officer informed. Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer. Provide front- line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line. Discover, analyze and research account problems and recommend solutions as appropriate. Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow. Read and understand Trust Agreements and related documents for administrative purposes. Manage fee maintenance as directed by Trust Officer. Prepare various reports, correspondence, technical documents and special projects as requested. Assist in preparing client presentations as needed. Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts. Keep current on the latest developments in trust law, tax law and other issues related to the trust business. Maintain compliance with all internal policies and procedures as well as with regulatory requirements. Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support: Identify client needs and revenue enhancement opportunities. May serve as primary contact for some account relationships. Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences. Resolve client requests and refer complex inquiries to Trust Officer. Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop. Required Qualifications: High school diploma or equivalent. A minimum of one to three years related work experience or equivalent combination of work/educational background. Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills. Ability to interact effectively in a team environment. Demonstrated attention to detail. Proficient in all Microsoft Office Applications. Prior experience in a Trust department a plus. 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.
Team Leader, Community Development Lending
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. About the Job Drives community development, commercial lending production, and financial results for the Community Development Banking segment through the management of a Community Development Lending (CDL) sales team across multiple markets, Districts and Region(s) to assure continued Outstanding CRA ratings and mission based revenue. Serves as primary account executive for both not-for-profit and for-profit clients who seek construction and permanent loan financing for affordable housing projects. Maintain a "trusted advisor" relationship with an existing portfolio of clients and their real estate financing objectives. Partners with other Key Real Estate Capital teams to drive sales opportunities through the KBREC business including identifying off balance sheet perm opportunities. Drives new business opportunities through the leveraging of Centers of Influence (COI) by maintaining detailed knowledge of the LMI market, Creates a disciplined sales culture and focuses on the development and retention of employees. Essential Job Functions Sales and Service: Manages the financial performance of the Community Development Lending Sales Team within one or more Regions, delivering community development lending contribution margin and revenue growth while meeting or exceeding the CRA responsibilities in the communities served by the Bank. Drives a high quality profitable portfolio within the CDL region(s) by developing market area strategies, enhancing sales effectiveness and implementing a disciplined sales and credit culture. Manages mission focused growth utilizing multiple layer funding structures including tax credits Provides leadership and guidance to team of RMs regarding appropriate client and deal selection as well as appropriate pricing parameters. Aggressively develops CDL client relationships through community involvement, acts as a catalyst for Key in the Community and effectively works external business centers of influence for referrals. Proactively identifies issues developing in LMI and affordable housing markets and takes action to avoid adverse impact on the community bank image. Identifies and keeps sales teams in regular contact with high profile COIs, clients, and traditional Community Development project funders though out the team's geographies. Effectively disseminates information to internal/external clients regarding Key's positive impact and influence on the communities served through Community Development Banking's lending and tax credit investments. Seeks to identify team's PR opportunities and high profile project internal and external PR opportunities. Ensures that products and services are delivered in a quality manner and in accordance with desired service levels. . Assures team members effectively partner with other KBREC teams, leverage expertise and deliver exceptional client satisfaction. Partners with Credit Administration, Loan Operations, Real Estate Services, and other support partners to maintain credit quality goals and reduce loan, deposit and operational loses. Acts as a trusted advisor to a team's current and future most profitable relationships. Actively participates in Industry conferences/workshops and promote employee engagement activity, serve on community based boards and committees to represent Key within Districts and Region(s). Ensures that loans are closed in compliance with credit approval, required documentation is executed, and booked accurately. Manages the Community Development Lending Sales Team: Drives performance of the Community Development lending s ales team, provides development plans, monitors progress, provides ongoing recognition for successes and takes action on performance issues. Coaches and directs the team sales efforts by ensuring consistent sales processes. Serves as a liaison between the CDL team and various areas of the bank to resolve sales problems or answer questions. Provides support for sales and product training programs for CDL RMs & Associates and recommends new training programs to address specific needs. Selects, hires and coaches for retention of a high quality work force. Promotes the 1Key Philosophy to team. Ensures that the team is informed of new products, pricing model changes, stays abreast of CDL industry changes, services and delivery alternatives. Credit Skills: Demonstrates technical expertise in the area of Low Income Housing Tax Credit and multifamily real estate development Responsible for preparing and presenting credit write-up for new transactions and leads deals thru final credit underwriting and loan closing Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities Manages process for evaluating and decisioning underperforming credits Required Qualifications Bachelors Degree (in related field) 7 to 10 ten years experience in community, economic development or commercial real estate lending with demonstrated credit acumen. Demonstrated ability to lead through coaching/example, manage and champion a successful sales team. Experience implementing creative selling and innovative problem solving techniques. Proven ability to drive a business development effort individually and within a team. Proven experience and broad understanding of government loan programs for housing development, small business and community investment. Demonstrated sensitivity to the financial needs of low-to-moderate income individuals/communities and understand of the market. Demonstrated proficiency in executing against a disciplined sales process within a sales service environment. Strong knowledge of financial markets. Strong verbal and written communication skills. Preferred Qualifications Advanced college degree (MBA preferred) 10+ ten years experience in community and economic development or commercial real estate lending Recognition as an affordable housing and/or economic development industry expert 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 Marketer, Derivatives Marketing
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website, Key.com®, that provides account access and financial products 24 hours a day ABOUT THE BUSINESS: Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. Essential Job Functions: Support origination efforts of Derivative platform. Provide quantitative support to the Interest Rate and Energy Derivatives team, involving the oil and gas industry. Responsible for modeling complex swap, options and interest rate financial derivative structuring valuations, trade valuations, and modeling contingent returns on capital. Compile and analyze data as well as write the weekly Interest Rate Environment Update. Compile the Daily Energy Update that is circulated to over 2,500 clients and other prospects. Develop metals updates. Model contingent returns on capital for all products/markets. Conduct pre-trade usage/correlation and regression analysis, trade pricing indication, post-trade confirmation generation and trade detail booking. Identify new opportunities that add value for the customer in terms of the customer's financial strategies, measures and profitability. Keep abreast of emerging customer trends. Gather information to understand customer strategies and their view of market opportunities. Ensure the integrity of the database. Search actively for efficiencies in the way our organization services customers. Serve as the key leader for client quality and service. Act decisively to implement solutions and resolve crisis, and follow up to assure resolution. Required Qualifications: Requires a Master's Degree in Finance/Management/Business Administration (or equivalent based on evaluation of academic credentials, training and/or experience) as well as twenty-four months in job or job related experience to include support of oil and gas industry; identify new opportunities that add value for the customer in terms of the customer's financial strategies, measures and profitability; keep abreast of emerging customer trends; gather information to understand customer strategies and their view of market opportunities; search actively for efficiencies in the way our organization services customers; serve as the key leader for client quality and service and act decisively to implement solutions and resolve crisis, and follow up to assure resolution. Suitable combination of education, training and experience is acceptable. Experience may have been gained before, during or after degree. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Project Manager III
6/3/2015 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: PM IIIs lead high-priority projects, which often require considerable resources and high levels of functional integration. Takes projects from original concept through final implementation using the Standard Project Lifecycle. Interfaces with all areas affected by the project including end users, clients, and vendors. Ensures adherence to quality standards and reviews project deliverables. Provides guidance and expertise to less experienced project managers. Adept in risk management and organizational change management methodologies and techniques. Recognizes and recommends alternative solutions. Establishes and maintains a trusted advisor relationship. Presents effectively to all levels of management. This position requires someone that has the core project manager skill set while also possessing strong leadership skills and presence. Essential Job Functions: Leads one or more projects in a fast-paced, dynamic environment, which may include directing third party resources as well as virtual teams. Projects are of a scope and complexity that usually impact multiple Lines of Business as well as functional areas, may have executive sponsorship and in some cases a steering or advisory committee and may span several years. Demonstrate leadership behaviors as part of core operating cadence: (Accountability, Managerial Courage, Drive for Results, Lead Change, Client Focus, Effective Collaboration, Develop Self & Others, Develop/Exhibit Business Acumen, and Manage Vision & Purpose) Supports business case development; performs project registration/consolidation/prioritization as required; creates funding plan; and administers project pipeline checkpoints to drive delivery and mitigate/resolve bottlenecks. Defines and manages project scope, scope changes, objectives, requirements, deliverables, and value proposition that support the diverse business goals and interests of multiple stakeholders. Develops integrated project plan; identifies and manages project dependencies and critical paths; and tracks/reports project milestones as well as status. Estimates resources needed to achieve project goals; tracks utilization; determines and assesses need for additional staff and/or vendors; manages on/off-boarding; and monitors/manages vendor performance on labor resources. Drafts and submits project budget proposals and recommends subsequent budget changes where necessary; conducts cost forecasting and actual tracking as well as variance reporting. Identifies, tracks, escalates and resolves issue conflicts; performs impact analysis and prioritization; manages dependencies and track/monitors; and escalates risk with corrective/ mitigating actions. Tailors methods and metrics; administers configuration management/version control; adheres to project policies/ standards; performs project assessments; coach/ mentors teams; and manages deliverable reviews and sign-offs. Leads communication planning, execution and reporting with project team members; liaises with key stakeholders. Supports development of change management planning, design and implementation including communication and training. Manages documentation and the knowledge transfer to the business as usual functions; conducts lesson-learned reviews. Manages the execution of vendor contract(s) and ensures adherence to contract provisions, where applicable. Establish, maintain, and grow a Trusted Advisor relationship with Clients and Business Partners. Deliver solutions to enable established project business value realization. Ensure stakeholders are engaged appropriately throughout the execution of the project and are prepared for changes to processes, tools, and job responsibilities upon project completion. Contribute to the knowledge base of Key¿s Project Manager Community. Secure project resources, promoting strong team engagement and client-focus. Actively manage project teams holding them accountable for meeting project business value realization targets. Complete and execute a Professional Growth Plan. Develop project managers through mentoring and coaching. Required Qualifications: Proven experience demonstrating essential job functions on multiple projects Experience managing a variety of initiatives across diverse business areas Bachelor's Degree or equivalent work experience Demonstrate a strong understanding of Project Management fundamentals (knowledge of SDLC, project charters, plans, effective tracking of issues and scope changes) Proficiency in Microsoft Project, PowerPoint, Microsoft Word and Microsoft Excel Exceptional follow through and organizational skills Exceptional partnering skills within a matrix project team Effectively communicate with a variety of audiences Excel in a team environment Desired Qualifications: Project Management Profession (PMP) certification or equivalentExperience working in consulting FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Real Estate Admin III
6/3/2015 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. Position can be filled as either a Trust Real Estate Administrator II or III depending on candidate's experience and qualifications About the Job: Trust Real Estate holdings are major assets that require specialized expertise. Trust Real Estate Managers are skilled in managing the numerous professional resources essential to the overall investment performance. From lease negotiation to long-term strategy, we ensure that our client's property is managed to realize its maximum potential. Essential Job Functions Trust Real Estate Admin II Real property asset management for specialized unit with properties located within footprint and beyond, Annually perform Reg. 9 reviews on properties to recommend sale/retention per OCC guidelines, Management of farms, groves and timber assets, Management of mineral, oil and gas assets, lease negotiations, rent collection, repairs/renovations, listing and sales negotiations, recommendation of real estate/extraordinary service fees, monitoring insurance coverage and tax assessments, property inspections: including ADA compliance and environmental, secure and review appraisals, attend sales meeting/calls to partner with Administrator on new business, handle tax valuation complaints, payment of all bills for income producing properties, strict adherence to department policies and procedures. Trust Real Estate Admin III Real property asset management for specialized unit with properties located within footprint and beyond, Annually perform Reg. 9 reviews on properties to recommend sale/retention per OCC guidelines, serve as a peer review of other department members annual real estate reviews, Management of farms, groves and timber assets, Management of mineral, oil and gas assets, lease negotiations, rent collection, forecast revenue and expense budgeting on a per asset basis, repairs/renovations, listing and sales negotiations, recommendation of real estate/extraordinary service fees, monitoring insurance coverage and tax assessments, property inspections: including ADA compliance and environmental, secure and review appraisals, attend sales meeting/calls to partner with Administrator on new business, handle tax valuation complaints, payment of all bills for income producing properties, strict adherence to department policies and procedures. Required Qualifications: Trust Real Estate Admin II 5-10 years experience in Trust Real Estate Management or equivalent Real Estate License/Inactive Certified Property Manager Designation(s) Bachelor's degree or related experience in trust property management Experience managing commercial property and leases Demonstrated thorough knowledge and understanding of Fiduciary business Experience in marketing of the department's unique services Trust Real Estate Admin III 8-10 years experience in Trust Real Estate Management or equivalent Real Estate License/Inactive Certified Property Manager Designation(s) Bachelor's degree or related experience in trust property management Experience managing commercial property and leases, Staff management experience Demonstrated thorough knowledge and understanding of Fiduciary business Experience in marketing of the department's unique services Preferred Qualifications: Experience managing oil and gas assets Working knowledge of TRMS Experience with SunGard or Global Plus Trust School Graduate Experience with leasing, CPI and CAM calculations Corporate savvy FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Portfolio Manager II
6/3/2015 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: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. Essential Job Functions: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. Required Qualifications: Undergraduate degree in a business related field. 5 to 10 years of experience in the investment management field. Excellent interpersonal and communications skills (both written and verbal). Strong client focus. Strong presentation skills. Ability to work as part of a sales and client servicing team. Experience and proven success in an open architecture environment. Progress towards advanced degree or professional certification. Demonstrated track record of sales success. Experience managing a high net worth book of business. Ability to use: office equipment, Trust accounting system and portfolio management system. 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 Analyst, Speciality Finance Lending Operations
6/3/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate. ESSENTIAL JOB FUNCTIONS The candidate for this position is expected to develop a thorough knowledge and understanding of the client's business, as well as the structure and operational mechanics of each assigned finance facilities so as to act as the primary client & investor interface relating to the pre- and post-close activities, including but not limited to the following: Periodic (monthly/weekly) settlement of principal, interest, and fees with client and investors; Periodic review and analysis of servicer reports; Structuring and preparing loan facility renewals; amendments & waivers; periodic audits; requests for increases in facility exposures; and other tasks assigned by the SFL Operations Manager. Assume a lead role in coordinating and managing all on-going account maintenance activities in collaboration with personnel from various internal departments, as well as several external entities, including (but not limited to): Internal Departments: Key Equipment Finance (KEF) operations; KEF Business Processing Unit (BPU) Teams; SFL sales; Pricing; KEF credit; SFL Syndications, Portfolio Management; Key Treasury Management, and various other departments within KeyBank. External Parties: Third-party Bank/Investor Partners; Law firms; Back-up Servicers; Custodians and Collateral Trustees; and Third-party Auditors. Participate in various pre- and post-closing due diligence tasks relating to new and existing finance facilities, including: Coordinating and developing detailed due diligence scopes and agendas; completing and reviewing annual audits; and preparing summary due diligence and annual audit reports for management. Communicate all audit results to management and advise accordingly as to any current or potential issues or areas of potential operational and/or credit risk. Help facilitate the underwriting process of new and existing customer accounts by collecting and analyzing financial and market data/information on the client and portfolio as requested by KEF Credit. This includes completing and submitting various credit underwriting documents, as requested by management, to KEF Credit for final decisioning. Collaborate with various SFL; KEF; and other KeyBank departments and personnel to manage and complete all legal documentation; closing and post-closing account administrative activities for both new and existing finance/loan facilities, including (but not limited to): Negotiate, draft and close various renewals, loan increases, amendments, waivers, and modifications on existing loan facilities. Process and facilitate various other Client requests as requested, including the structuring, pricing and submitting of completed credit packages to KEF Credit for decisioning, Coordinate drafting, review, and execution of legal documentation loan & security agreements; trust agreements; custodian agreements; depository account control agreements; servicing agreements; etc. Coordinate closing and funding procedures, as well as periodic advance requests on assigned loan facilities. Assist in establishing and managing lockbox structures, DDA accounts; as well as collateral and cash management procedures. Development and preparation of post-closing Account Management Plans (AMPs). Coordinate and manage the fulfillment of periodic waterfall payments; investor settlements of principal, interest and fees; wire transfers; and the delivery and accuracy of periodic reports to banks/investors and management. Coordinate the review and validation of borrowing base certificates; settlement reports; and other supporting documents. Coordinate the periodic review of servicer reports; investor settlement reports; financial statements and reports; and borrowing base reports to insure timely adherence with the facility requirements and covenant compliance. Provide written reports, and presentations to management; clients; investors and other Key Bank departments outlining any trends or areas of potential operational and/or credit risk. Manage all direct communications with bank/investor participants as needed on all settlements of principle balances; interest and fees; borrowing base reports; servicer reports; annual audits; post-closing items; and any other on-going servicing issues that arise. Assist the SFL Syndications Team, in a lead or supportive role, in developing and implementing the appropriate syndication strategy associated with either reducing existing exposure or creating additional financing availability for new and existing customer accounts. Participate in the cross-selling of Key Bank products & services, as well as tracking of cross-sell revenue, to existing clients on an on-going and periodic basis. As requested by management, attend periodic meetings with prospective and existing clients, as well as industry related conferences in order to further development market knowledge. Perform targeted business development activities, on an 'as needed basis', including direct calling on prospective new clients, and qualification of top prospects. These efforts would include making initial contact calls; follow up on sales leads; conduct pre-screening activity; and gather initial portfolio data and other financial and market related information. Complete any other tasks relating to the administration of the SFL portfolio as requested by management. As the employee's industry knowledge, client exposure, structuring and facility management experience deepen, the functionality of this position may expand to include additional cross selling of bank products to existing clients as well as some pre-screening activities with new SFL prospects. REQUIRED QUALIFICATIONS Bachelor's Degree required with concentration in business or finance; MBA preferred; 7 years of Corporate / Commercial Banking experience with a minimum of 3 years specific to portfolio management, finance/bank operations, and/or credit related to Structured Finance and/or the Equipment Finance market; Proven communication and negotiation skills both written & oral; Proven organizational and relationship building skills; Demonstrated ability to analyze business and financial reports, with experience utilizing spreadsheet software (Microsoft Excel). FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
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