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Treasury Management Sales Leader
6/4/2015 4:00:00 AM
Details: A prominent bank in Madison has exclusively retained The QTI Group in its search for a Treasury Management Sales Leader . The Treasury Management Sales Leader will have leadership responsibility for the for the Treasury Management line of business, generating fee income from new and prospective customers. They will be responsible for managing the treasury management client portfolio to identify growth potential. This will be accomplished by research of competitive offerings, portfolio analysis, preparing presentations and account analysis. Responsibilities: Sell Treasury Management services to existing and new customers of the bank. Apply sales process discipline and proactive outreach to manage a sales pipeline and achieve growth objectives for the Treasury Management line of business. Work with commercial lenders and other bank staff to identify and win cross-sales opportunities, gaining Treasury Management referrals and referring to customers other Bank products and services. Review, analyze and complete professional presentations/proposals to educate clients of treasury management solutions relevant to their business. Maintain knowledge of all treasury management products and services to educate and sell services to customers. Manage calling schedule and complete pre-planning tasks in order to maintain effective support of customers. Provide telephone support to treasury management customers and prospects. Present annual sales plan and perform regular pipeline review meetings with management. Perform annual reviews for customers. Responsible for treasury training of bank line and support personnel. Work with Deposit operations on troubleshooting treasury management customer inquiries or issues. Work with risk managers and lenders to ensure all risks associated with treasury management products and services are identified and mitigated.
Job Title: Dynamics NAV Developer | Nashville, TN |$85K-110K
6/4/2015 4:00:00 AM
Details: Job Title: Dynamics NAV Developer | Nashville, TN |$85K-110K Job Description: Dynamics NAV Developer | Nashville, TN |$85K-110K This is a fantastic opportunity for an experienced developer to join a fast growing company! This established retail end user is enthusiastically looking to optimize their current system using the latest versions of Dynamics NAV! Due to the fast growing nature of the company, this position offers great opportunity for growth and a chance to lead the team and further advance your skills as a development specialist. The right candidate will require the tenacity to take on new challenges as they arise in the transition, as well as multi-task between the technical and functional side of the optimization process. The Ideal Candidate Will Have: * 3-5 years of Dynamics NAV / Navision development experience * Retail vertical experience is a plus, but not a requirement * 3-5 years of software/application development experience * Dynamics NAV 2009, 2013 and/or 2015 experience Please apply NOW by emailing your CV to or call 212-731-8252 for more details. PLEASE SEE http://www.nigelfrank.com/us FOR MORE FANTASTIC DYNAMICS OPPORTUNITIES! Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Navision/ Dynamics NAV jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America and Europe. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Navision jobs are. I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics NAV / Navision candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics NAV / Navision jobs that are available I can be contacted on 1-800-519-5960. Please see www.nigelfrank.com for more fantastic Microsoft Dynamics opportunities! Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Sr Treasury Advisor
6/4/2015 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 Partner with Corporate Bank Relationship Management team in serving as the client's trusted advisor for cash management solutions in order to develop, manage and retain profitable client relationships. Prospect independently for new Treasury Management clients utilizing consultative and strategic sales skills. Take accountability for and contribute to the team's portfolio growth which may encompass multiple lines of business or industry segments. Essential Job Functions Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and client acquisition goals. Build and maintain collaborative relationships with the Corporate Bank (Investment Banking, Public Sector or Real Estate) Relationship Managers to acquire, expand and retain business clients who have treasury Management needs. Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be viewed as part of the deal team when going in for the sale. Partner with Corporate Bank RM in performing strategic dialogs to turn prospects into clients. Serve as the trusted advisor for Corporate Bank clients with cash management needs to develop, manage and retain profitable client relationships. Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for Corporate Bank clients. Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Corporate Bank RM's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's). Collaborate with RM to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients. Working with Sales Support Specialist, effectively prepare sales presentations which provide comprehensive solutions for clients cash management needs and which may include cash management cost benefit analyses and other studies. Utilizing developed industry expertise, conduct cash management external speaker's series and seminars, in accordance with Corporate Bank strategy. Maintain data integrity CE Desktop (the customer relationship management system) to create a complete picture of client service and support, including timely data entry. Act with sense of urgency to respond to client and partner requests. Partner with Treasury Management Sales Team to ensure that client accounts and services are set up and maintained flawlessly and seamlessly, including obtaining appropriate information, providing follow up and communicating with appropriate parties on results, client needs and execution. Be viewed as the industry subject matter expert on all Treasury Management needs within area of responsibility. Represent the organization at various industry conferences, regional events, regional business meetings, local and regional market functions, and with regional centers of influence both internally and externally. Ability to speak at TM and industry segment events Adhere to all Risk policies and procedures. Required Qualifications Bachelor's Degree or similar work experience with a minimum of 7 years cash management consultative sales experience. Proven track record of cash management and/or specialty finance sales success Self-motivated and ability to participate effectively in a highly collaborative work team Demonstrated ability to working with CFO and/or CEO levels within organizations to provide cash management solutions. Expertise in the complete cash/treasury management solutions set and ability to effectively utilize consultative and strategic solution selling skills and deliver products and services based on identified value proposition Knowledge and understanding of principles and practices associated with analysis of business operations and depository activities Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management Proven ability to grasp complex businesses Strong verbal and written communication skills The ability to travel as needed Progress towards advanced degree or professional certification This position can work remotely within the United States, preferred location to be within the Western part of the United States 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.
Teller, Float, Plattsburg, Champlain Area
6/4/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Accurately process all financial service transactions Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client's needs and refer to a member of the branch team Help create and establish a business relationship between the Personal Banker and the client Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Sr Sales Rep, SBA
6/4/2015 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. Focuses on Small Business Administration lending as well as other government programs. 3-5 years experience required. Job Description Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $1 to $10 million, with loan sizes between $150,000 and $2 million. Develops the business plan for the SBA line for their district, in conjunction with the Business Banking Sales Leader. Implements the training and internal business development strategies outlined by district. Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working as the trust advisor, poises the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Small Business Administration Relationship Manager or Sr. SBA RM is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA RM or Sr SBA RM will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management Employs a disciplined approach to prospecting. Impacts district referral pipeline via established internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Generates leads by utilizing all resources including desktop, branch network, COIs, LOB and product partners, First Research, etc. Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products.Needs Assessment Maintains a current comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace. Present/Pitch Proactively grows full client relationships ( deposit/credit relationships ), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge Serves as a resource and contact point for Key Bank retail staff regarding the SBA program and products. Fulfillment Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Solicits satisfied clients for referrals to others they know who may need your services on a regular bases. Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals. MARGINAL OR PERIPHERAL FUNCTIONS Acts as a mentor to less experienced and/or new team members. Provides feedback to corporate partners regarding new product development. Coaches branch employees to enhance Business Banking selling skills/ knowledge. REQUIRED QUALIFICATIONS Undergraduate degree in business/related field or equivalent work experience. Five to seven years SBA lending experience for the Sr SBA role, Five plus years demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of SBA products ( 7(a), 504 and Express ) and the SBA Standard Operating Procedures. Knowledgable of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. EQUIPMENT USED PC (MS Windows and Office Products), Client Experience Desktop TRAINING REQUIRED Completion of Business Banking identified curriculum; e.g. Product knowledge, Cash Flow Analysis, Commercial Credit Underwriting, New Employee Assimilation, etc. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Personal Banker - Southtown Office
6/4/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience. - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources. - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking. - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals. - Ability to develop a base of Centers of Influence (COIs). - Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment. - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.). - Ability to work branch hours to include weekends and occasional evenings. - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss); - Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Personal Banker - Renton Mall
6/4/2015 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 - Normandy Park
6/4/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Personal Banker reports to the Branch Manager and the Personal Banker Float reports to the Area Retail Leader. Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross- sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable. ESSENTIAL JOB FUNCTIONS: As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop. - Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures. REQUIRED QUALIFICATIONS: - High School Diploma or equivalent experience. - 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources. - Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking. - Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals. - Ability to develop a base of Centers of Influence (COIs). - Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment. - Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.). - Ability to work branch hours to include weekends and occasional evenings. - Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls. Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Preferred qualifications: - Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss); - Working knowledge of Branch Teller Workstation FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Senior Relationship Manager, Community Development Lending
6/4/2015 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 Serves as the account executive for Community Development cleints and maintains a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. Develops and grows CRA mission driven, new business and builds/maintains and manages strong relationships with existing clients and prospects. Drives financial performance through profitable revenue growth and strong credit underwriting skills. Understands and identifies the needs of low and moderate income (LMI) neighborhoods and helps clients identify critical linkages to other community development funding sources. Essential Job Functions Sales/Service: Serves as the Trusted Financial Advisor to clients, functions as the Community Development Lending client "expert" and the go-to person for the client. Develops focused strategies for acquiring, retaining and growing select clients. Champions and leads all business development efforts for specific client and/or prospect base. Drives a focused business development effort by developing a clear and holistic understanding of the client's or prospect's business and project needs. Analyzes data and topical information relevant to the client's proposed project and strategy. Viewed by the client as a business partner (financial strategist) and shares a skilled financial perspective. Prepares for client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with deep knowledge in key product areas: tax credit investment, cash management, derivatives, single family mortgage lending etc. and utilizes a visionary approach to educate the client on Key's capabilities. Assembles and leads a quick response to customer requests. Utilizes other bank product experts to creatively present the full breadth of the bank. Has well developed network of traditional community development project funding resources including debt and equity providers, and Federal Home Loan Bank programs. Maintains appropriate prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities. Stays in touch with CD industry trends and topics such as tax credit policy changes, market factors affecting lease up, and portfolio risk. Maximizes established Center of Influence (COI) referral network and continues to expand this network. Proactively prospects for new clients and consistently balances quality client maintenance responsibilities. Identifies cross-sell opportunities and partners with Product Specialists to structure, coordinate and sponsor credit and non-credit products/services. Anticipates and solves internal obstacles for the client with a sense of urgency and consistently finds the right way to get things done for the client. Acts as client advocate while adhering to sound business practices. Resolves out of balance and/or other default situations wich may occur in the portfolio. Leads and drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve identified client goals Maximizes profitability of assigned portfolio by effectively selling the value Key provides. Takes proactive role in coordinating and underwriting to multiple funding sources for projects and understands and explains to clients the possibilities and limitations in the context of project funding. Serves on community boards and professional organizations which enhance the profile of the Bank and add value to LMI communities. Is sought out for panel discussions on Community Development industry topics. Represents the Bank at public speaking events, ground breaking, and ribbon cutting ceremonies that typically include neighborhood groups, and public officials. Identifies and is available for press release opportunities that highlight client and bank collaboration. Credit: Maintains superior functional/technical sales and credit expertise. Shares this knowledge with team members. Understands the affordable housing industry as well as community based commercial real estate development. Partners effectively with Credit Officers and Real Estate Services closing officers as the first level sponsor for credit decisions and closing and funding risk mitigation. Responsible for preparing initial credit writeup for consideration by credit officers. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities. Directs and is responsible for the preparation of all Asset Quality Reports (AQR's), Quarterly Loan Reviews (QLRs) and all Risk Rating models to assure accurate risk assessment of assigned portfolio. Resolves and manages past due credits, underperforming credits, and construction loans that experience delays or technical defaults. Administrative: Practices disciplined use of the technology tools and procedures provided by the Corporation. Required Qualifications Bachelor's Degree in accounting, finance or related field, or equivalent experience Minimum 7- 9 years of financial services, commercial real esate finance, and/or project development related experience Established business development skills Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality Proven outstanding credit skills, analytical skills and financial acumen Demonstrated excellent written and verbal communication skills Confirmed superior client relationship and internal partnering skills Ability to solve internal obstacles, find resolution, provides coaching and mentoring to others within an organization. Preferred Qualifications MBA 5+ years providing financial expertise and solutions in the area of Low Income Tax Credits, New Markets Tax Credits, and state tax incented programs Experience in real estate lending or tax credit investing focused on project financing. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Personal Banker - Meridian Village
6/4/2015 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 - Mansfield
6/4/2015 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.
Senior Conversion Specialist
6/4/2015 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 Input loan data into the servicing systems, either through document interpretation & manual entry or through a bulk upload from an Excel spreadsheet. Organize and perform quality control audits on the critical fields and daily functions performed by other Sr. Conversion. Track and monitor the performance and accuracy of the loan setup process with weekly interface meetings with the Portfolio Services - CMBS. Review System-generated edits and perform quality control processes on the correction of any errors in order to maintain accuracy of all vital information for every new loan. Assist the department manager with tasks related to servicing acquisitions and the Portfolio Services – Warehouse. Consult and follow-up with previous servicers to establish timely flow of information and documentation to insure an accurate transfer of servicing responsibilities and documentation. Assist the Manager – Loan Operations - Conversions in establishing departmental goals. Continuously evaluate departmental progress in the attainment of the goals. Prepare monthly progress, status reports and performance measure reports for review with management. Collaborate with the department manager in determining staffing needs and performance measures. Assist with the interview process for new applicants as directed by department manager. Train staff members to ensure all procedures are implemented and followed appropriately. Interact with other departments within the organization to facilitate timely resolution of real estate strategies, issues, and challenges. Recommend revisions to policies and procedures, and at manager's discretion, implement subsequent changes to incorporate them into the department workflow. Conduct necessary follow-up with the appropriate source, whether internal or external to obtain any missing documentation that may be necessary to complete the loan set up. Act as an administrator for borrower/investor website access, which can involve monitoring incoming requests, following up with borrower/investor/account manager for any missing information, granting/denying access and troubleshooting access issues. MARGINAL OR PERIPHERAL FUNCTIONS Assist department manager with special projects, as assigned. REQUIRED QUALIFICATIONS Four-year college degree and/or five year's commercial real estate experience. Excellent verbal and written communication skills High degree of analytical skills Overall knowledge of commercial real estate and underwriting Knowledge of legal document review and interpretation PREFERRED QUALIFICATIONS Background in commercial real estate underwriting and closing with some accounting and auditing. Experience with McCracken/Strategy loan servicing system. Efficient in the use of standard office software packages, such as Word, Excel Outlook, etc. EQUIPMENT USED Personal Computer Standard office equipment (phone, fax, copier, calculator) TRAINING REQUIRED On the job training as required FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Personal Banker - Chester-East 36th Branch/Cleveland
6/4/2015 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 - Bellevue
6/4/2015 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 - Binford Shoppes
6/4/2015 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 - Bausch & Lomb
6/4/2015 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 - 26th and Proctor
6/4/2015 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 - Aurora, CO
6/4/2015 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 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 - Fairfield Branch
6/4/2015 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.
Real Estate Admin III
6/4/2015 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.
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