KeyBank

Financial Planning and Analysis

• Gather and analyze all relevant financial and industry data for high value clients or prospects
• Model future financial performance of clients and prospects, including downside scenarios
• Serve as a thought leader on the deal team, guiding Business Partners/Bankers/Relationship Managers in structuring transactions
• Perform enhanced leveraged cash flow due diligence, when appropriate
• Prepare a thorough credit underwriting document, drawing on experience and deep industry expertise to proactively identify credit risks and mitigants
• Ensure compliance with all relevant regulations including Know Your Customer (KYC)
• Lead the approval process for lending commitments, amendments, waivers, and consents
• Monitor accounts/ongoing financial performance of portfolio to track covenant compliance
• Establish and maintain strong client relationships and industry expertise
• Conduct presentations and site visits as appropriate to monitor business conditions and/or identify new opportunities
• Provide guidance and feedback to Analysts, Associates, and Vice Presidents as appropriate

Vice President, Portfolio Management – Financial Institutions, Insurance

Manager

• Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff
• Works within a Regional Team committed to overall excellence in effectively assessing and mitigating risk in all aspects of the client relationship
• Prepares thorough underwriting, credit presentations, Asset Quality Reports, and term sheets of restructures
• Assists in ongoing monitoring of credits in their portfolio
• Proactively identifies issues and addresses them with the RM and/or Borrower
• Participates in client meetings and can act as a client-facing contact for ARG Borrowers
• Works closely with multiple parties to achieve a well-coordinated and timely restructure/deposit closing/opening.

Workout Portfolio Manager

• Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions.
• Responsible for performing industry research and preparing pitches, management presentations, and other written materials.
• Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis.
• Actively participate in client planning sessions, research and analyze data, prepare and present analytical information.
• Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.
• Possess a deep understanding of the financial impact of decisions on the client’s organization.
• Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills.

Investment Banking Associate, Public Finance – Affordable Housing

SDET

• Complete data mining requests to identify, extract, and validate test data needed by project teams
• Support teams by creating, provisioning, refreshing, and maintaining test data across environments
• Build and enhance automated solutions to streamline test data setup, delivery, and reuse
• Write and troubleshoot SQL queries for data analysis, validation, and issue resolution
• Perform API testing and support validation of services that create, update, or consume test data
• Partner with testers, developers, and stakeholders to understand data needs and deliver solutions
• Support root cause analysis and resolution of data issues impacting delivery timelines
• Document processes, reusable solutions, and best practices related to test data management

Software Development Engineer – Test

• Conduct onsite branch inspections to evaluate supervisory systems, branch signage, records, and adherence to firm policies and regulatory requirements.
• Provide compliance training to branch staff and business partners to reinforce policies and regulatory obligations.
• Draft, review, and update compliance policies and procedures to reflect regulatory changes and best practices.
• Review and approve advertising and marketing materials in accordance with FINRA Rule 2210 and firm policies and procedures.
• Offer guidance and compliance advice to business partners on day-to-day issues and emerging risks.
• Assist in investigating potential fraud, financial exploitation, and elder abuse claims, ensuring timely escalation and resolution.
• Participate in special projects, targeted reviews, and other initiatives to strengthen the firm’s compliance program.
• Collaborate with Supervision, Sales, and other control functions to maintain a strong compliance culture.

Regional Compliance Officer – Key Investment Services

Communications

• Collaborates with Technology Incident Managers to prioritize and communicate technical support services
• Monitors and investigates the impact of technical incidents; prepares written summaries
• Provides timely updates, clear information, and communication of resolution
• Engages with lines of business and technical teams to assess impact of incidents
• Schedules and facilitates department-wide meetings, manages follow-up items

Critical Incident Communications Specialist

Product Manager

• Develop and execute product strategy and roadmap aligned with business objectives
• Manage the entire product lifecycle from concept to launch and iteration
• Evaluate and prioritize opportunities using data and customer insights
• Collaborate with engineering, design, marketing, and sales for solution delivery and go-to-market execution
• Analyze product performance and feedback to drive improvements
• Mentor junior team members and promote best practices
• Represent the product internally and externally
• Design, modify, and develop new product portfolios and services
• Recommend pricing, positioning, and channel strategies
• Monitor and report on acquisition performance metrics
• Assess market and regulatory changes, recommending adjustments as needed
• Ensure compliance and legal standards for product offerings and distribution
• Track competitors and forecast industry trends
• Oversee forecasting accuracy, performance measurement, and client experience
• Negotiate and manage vendor relationships and contracts
• Collaborate on marketing campaigns and measure results
• Lead initiatives per project plans and ensure successful outcomes
• Consult with leadership on innovation and portfolio enhancements
• Perform additional duties as assigned
• Adhere to all company policies and ethical standards

Lead Product Development Manager, Core Treasury

Data Scientist

• Conduct quantitative analysis including hypothesis testing and root-cause analysis on large data sets with more autonomy
• Support the working group by identifying types of information needed for analysis or to inform business questions
• Create data structures/transformations to be leveraged by groups for analysis
• Use statistical analysis and machine learning to develop, maintain, and anticipate considerations in implementation of models that address the right business need
• Use critical thinking to use the right approach for each problem statement
• Anticipate business needs and make continuous improvements to models and processes

Quantitative Analytics Lead Associate

Solutions Engineer

• Work closely with the Channel Sales Manager, Payment Advisors, Relationship Managers to intake, plan and deploy new referral and partnership relationships.
• Serve as the primary and central point of contact for the Commercial Bank on net new partner opportunities and direct merchant sales opportunities for our Technology Sales Team.
• Build and maintain strong, trusted relationships at multiple levels within partner organizations.
• Identify early warning signs that may impact partner success, customer experience, or credit quality and escalate as appropriate.
• Act as the partner’s advocate within the bank while ensuring alignment with bank policies, risk standards, and strategic priorities.
• Partner with credit, compliance, legal, and risk teams to address concerns and implement mitigation strategies with prudent risk management to protect the long-term health of the portfolio.
• Work alongside internal teams to provide stewardship of the client experience. In times this may be as an escalation point for new boardings or overseeing sensitive implementations and onboardings where necessary.
• Maintain industry knowledge and expert status; remain current with internal and external product development and innovations.
• Collaborate with internal and external/vendor partners to develop, drive and execute on specific go-to-market business development strategies. To include good fit clients, pricing strategy and targeted offerings.
• Perform other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Specialty Solutions Consultant – Integrated Payments

Marketing

• Drive execution of internal readiness and sales activation strategies for new and enhanced Merchant Services products.
• Translate product strategies into customer centric value propositions, marketing and sales enablement plans, and launch materials.
• Partner with Product and BD teams to identify the right audiences, deployment channels, and success metrics for GTM campaigns / webinars / events.
• Develop client-centric narratives and competitive messaging that differentiate KeyBank’s Merchant solutions and reflect market trends and evolving client needs.
• Create marketing materials that help front-line teams understand the why, what, and how behind solutions, enabling them to confidently engage prospects and clients.
• Manage marketing and enablement projects end-to-end, including scoping, planning, design, execution, approvals, delivery, and ongoing maintenance.

Lead Marketing & Enablement Consultant – Merchant Services

General

• Provide administrative support to qualifying new Private Client Advisor’s (“PCA’s) in their client onboarding efforts
• Provide operational training & support to new PCA’s as they transition to KIS
• Provide administrative & operational support to PCA’s as they transition their practice to managed account strategies
• Centralized book of business management & oversight – transition accounts to appropriate PCA
• Provide IA support to new PCA in client onboarding efforts
• Open accounts
• Prepare & submit ACAT transfers
• Paperwork completion with the client
• Client communication
• Remove all administrative tasks from the PCA to allow focus on client onboarding
• Support newly onboarded PCA’s (less than 1 year)
• Assist (as needed) with new hire onboarding
• Provide Systems Training - NetX, COB 2.0, SignIx, Annuity Wizard, Salesforce
• Assist with KIS forms & required documents
• Paperwork processing
• Coordinate efforts for enhanced training with partners: CSG, Compliance, Licensing, Financial Planning, Salesforce, Product Training
• Support PCAs in managed account strategy conversion
• Assist with paperwork preparation
• Centralized BOB movement support
• Rep of Record changes - Annuity Rep Code Changes
• Reassignment of accounts
• Ongoing monitoring of annuity reassignments
• Managed Money Annual Review Reminders - Download reports from Salesforce of all outstanding Annual Reviews that need to be completed.

Business Transition Specialist

• Develop and execute local community engagement plans aligned with CRA and Community Benefits Plan (CBP) goals.
• Identify critical community needs and mitigate reputational risk.
• Build partnerships to support CRA-eligible lending, investment, and financial education.
• Serve as KeyBank’s external-facing advocate and liaison in the community.
• Monitor CRA performance and collaborate with business lines to improve outcomes.
• Participate in the Community Investment Committee and market planning initiatives.
• Align efforts with CRA Data Analytics, ESG, and Sustainability teams.
• Coordinate with the KeyBank Foundation to align philanthropic investments with CRA goals.
• Partner with LOB leaders to inform market strategies and address reputational risks.
• Support marketing and communications efforts to promote community impact.
• Identify business referral opportunities and educate community leaders about KeyBank.
• Participate in branch strategy and advocate for CRA knowledge sharing.
• Lead or support local initiatives, DEI efforts, sponsorships, and employee volunteerism.

Corporate Responsibility Officer

Client Services Representative

• Provide trust administration to support the assigned Trust Officer(s)
• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines
• Interfaces with centralized support areas to ensure completion
• Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist
• Monitors accounts on a daily basis for overdrafts and un-invested cash
• Builds and maintains strong client contact and provides sales support to team
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences
• Resolves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist
• Assists Trust Officer in managing business pipeline activity through Salesforce
• Prepares various reports, correspondence, technical documents and special projects as requested

Client Service Associate – Trust

Account Manager

• Actively manages a portfolio of clients within the entry end of the Business Banking segment.
• Effectively manage the client relationship by selling and promoting a broad array of financial products and services.
• Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.
• Promote and cross-market products and services to clients.
• Review financial statements, assess credit lines, and renew loans.
• Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.
• Aggressively maintain client retention and mitigate profitable client run-off.

Business Banking Virtual Relationship Manager

Account Executive

• Own the onboarding, training, learning curriculum, sales readiness, and continuous development of all Merchant Services sales employees across Business Banking
• Serve as the primary enablement leader responsible for scaling merchant knowledge and improving seller effectiveness
• Create engaging learning journeys that drive behavior change
• Identify performance gaps and build learning solutions aligned to business outcomes
• Partner with senior leaders to identify business challenges and translate them into scalable enablement strategies