KeyBank

Business Analyst

• Support monthly forecast processes with Business Banking leadership.
• Develop driver-based forecasting models to improve accuracy of financial results.
• Lead month-end close reporting activities and variance analysis.
• Maintain understanding of Business Banking financial performance and translate it into actionable insights.
• Create reporting to monitor progress against strategic initiatives.
• Enhance key financial reporting deliverables like Business Unit Reviews, executive reporting packages, etc.
• Partner with leadership to deliver reporting improvements and evaluate existing forecasting processes.
• Serve as a strategic finance partner to Business Banking Senior Leadership team.

Lead Financial Analyst – Business Banking

Account Manager

• Serve as the Trusted Financial Advisor and Business Partner to clients
• Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry
• Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
• Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more
• Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network
• Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists
• Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally
• Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management
• Mentor junior Relationship Managers and contribute to the development of team capabilities and performance
• Maximize profitability of assigned portfolio by effectively selling the value Key provides

Senior Relationship Manager, Agribusiness

Associate

• Develop and maintain asset quality forecasts to support senior leadership decision-making
• Prepare high-quality presentations and reporting materials for executive audiences, including Board and Risk Committees
• Contribute to the Asset Quality Review (AQR) process through data analysis and reporting
• Partner with ARG Senior Managers to support remediation strategies across assigned portfolios
• Collaborate closely with Senior ARG Managers, Consumer Credit Quality teams, and the Finance/ALLL team
• Identify, analyze, and escalate emerging asset quality trends and risks
• Support the quarterly loan allowance determination process, including Commercial Specific Allocations
• Support internal profit planning and forecasting processes by developing long-term forecasts for select lines of business
• Provide ad hoc analytical support to drive data-informed decision-making
• Mentor and coach team members, including rotational analysts, to build technical and analytical capabilities

Senior Data & BI Associate

Manager

• Manage complex technology portfolios, including critical applications
• Build and maintain technology strategy for assigned business lines
• Oversee 24/7 production support including vulnerability remediation and risk management
• Lead large-scale multi-year technology programs end-to-end on budget and timeline

Senior Manager – Digital Servicing Business Technology

Financial Planning and Analysis

• Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms.
• Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes.
• Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.
• Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming).
• Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding).
• Integrate private investments data/events into enterprise portfolio workflows and consumers (analytics, performance/attribution, operations, accounting, risk, reporting), aligning data models and controls.
• Govern data lineage, quality, and timing across investment processes (pricing, benchmarks, performance, attribution).

Senior Manager – Wealth Investment and Portfolio Management Platforms

• The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment
• This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives
• RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals
• In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders
• Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice

Regional Director, Planning & Investments

General

• Conduct individual credit file reviews to assess the quality of underwriting and portfolio management activities.
• Independently validate and adjust risk ratings as necessary.
• Perform active, dynamic, and comprehensive credit risk intelligence.
• Identify loans with potential or well-defined weaknesses.
• Perform timely and comprehensive analysis to identify trends affecting loan portfolio quality.
• Assess adequacy and adherence to internal credit policies and procedures.
• Monitor compliance with applicable laws and regulations.
• Maintain an up-to-date working knowledge of credit review methodologies and regulatory expectations.
• Lead a team of reviewers, conduct reviews of credit portfolios, and provide appropriate review and challenge.

Credit Review Officer – Payments, Counterparty

Human Resources

• Manages a caseload of complex ER matters
• Provide guidance and advice to clients by interpreting and applying policy
• Creates documentation for investigations and employment actions
• Identifies and escalates issues and/or trending as appropriate
• Demonstrates critical thinking and good judgment throughout the investigation process
• Interprets and applies Key’s policies to provide recommendations
• Coordinates and develops solid working relationships with internal clients

Senior Lead Employee Relations Consultant

• Serves as a liaison between business stakeholders and technical teams
• Gathers and analyzes requirements
• Documents business processes
• Supports data-driven decision-making
• Identifies opportunities for process improvement
• Ensures accuracy in reporting
• Contributes to successful project delivery
• Provides recurring reporting and adhoc requests
• Pulls basic data and creates simple analysis
• Responds to internal client support requests
• Works under general direction / supervision
• Can work independently
• Contributes to team knowledge-sharing and efficiency improvements
• May require assistance with prioritization of work
• Limited partner interaction across bank including line of business, Finance, Risk, and Technology
• Supports senior team members in data validation and analysis
• Developing relationship building ability and interpersonal skills
• Developing influencing skills
• Developing critical thinking skills
• Can analyze simple issues with low complexity
• Recognizes need to escalate issues in a timely manner

Pricing Analyst

• Conduct quantitative analysis on large data sets with team support
• Identify common data errors and their impact
• Answer key business questions through exploration and discovery
• Find patterns or anomalies by building out visualizations

Quantitative Analytics Associate – Commercial Analytics

• Develops or enhances existing driver based forecast models to predict financial performance under different scenarios and reduces limitations related to qualitative overlays
• Owns the monthly forecast process with Line of Business partner and provides oversight to business performance versus Plan and actuals with the ability to quickly identify risks and opportunities to the forecast
• Ability to build nuanced business cases to manage new investments into AI as well as the associated benefits of new capabilities
• Creates reporting to track progress relative to gearing models and strategic initiatives
• Provides perspective on external benchmarks to business performance and strategic positioning
• Strategic partner to the Head of Commercial Onboarding and Servicing and to the entire Commercial Bank Leadership Team
• Partners with the Line of Business and Finance teams to provide insight and transparency into performance relative to strategic priorities and key performance metrics
• Presents to senior leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities
• Proactively reviews financials/client activity and works closely with Line of Business partners to elevate critical topics for monthly business reviews
• Lead and develop a high performing team of analysts
• Provides support around month-end close including variance analysis and impact to future performance
• Proactively seek out opportunities to eliminate inefficient or redundant activities and reporting
• Continuously identifies areas where manual processes can be transformed to automated or self-service activities
• Supports Finance initiatives as needed

Finance Manager – Commercial

Financial Crime

• Manages a staff of Fraud Detection analysts responsible for reviewing suspicious activity on client accounts
• Leads the day-to-day operations of the team (up to 20 teammates), ensuring service excellence and optimizing workflow
• Develops and leads a high-performing team, including hiring, mentoring, coaching, and promoting inclusivity
• Ensures compliance with government regulations and bank policies by implementing and testing procedural controls
• Resolves complex client issues, maintaining quality and quantity of production within budget
• Organizes workflow and delegates workload to adhere to established service level agreements

Fraud Detection Operations Manager

• Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention.
• Provide support to the Private Client Advisors.
• Perform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact.
• Maintain a solid base knowledge of retirement accounts, including distributions and Required Minimum Distribution (RMD) calculations.
• Follow up on client service activities and Advisor requests.
• Create and manage the client database, including addresses, contact information, and client type (investor, credit, etc.), and use this information to develop mailing lists for value-added materials, event invitations, and follow-up calls.
• Assist with scheduling appointments and participate in sales support activities such as weekly teleconferences, monthly sales unit meetings, and manager coaching sessions.
• Attend additional product and process training as available.
• Create, obtain approval for, and distribute letters on product promotions.
• Coordinate marketing events, seminars, and presentations for clients and prospects, including booking locations, preparing client/prospect lists, mailing invitations, arranging refreshments, and organizing presentation materials and equipment.
• Assist in the production and distribution of newsletters, biographies, and other marketing materials.

Investment Associate, FINRA Registered

• Responsible for generation of new revenue through the origination, structuring and distribution of Key’s products and services to public sector clients and prospects
• Establish Trusted Advisor role and deepen client relationship by identifying the client’s financial and banking needs and providing recommendations and product solutions to resolve needs
• Identify all cross-sell opportunities and partner with product specialists such as Key Government Finance, Syndications, Enterprise Payments, Real Estate and Debt Capital Markets.
• Identifies potential problem credits and works with Banking Portfolio Management Group to improve the bank’s position.
• Maintain credit quality of portfolio
• Provide technical and developmental support to more junior individuals on the team
• Work with other team members within the region to promote other lines of business with referrals

Relationship Manager, Public Sector

• Responsible for revenue generation through the origination, execution and closing of M&A transactions.
• Establish Trusted Advisor relationship with important corporate and private equity clients to drive increased M&A advisory wallet share and a consistent revenue stream
• Build new relationships through thoughtful and targeted business development activities.
• Identify prospects and pull in the appropriate team and resources to drive new client growth
• Provide technical and developmental support to junior and mid-level bankers on deal team
• Work with team members to promote other lines of business with referrals