KeyBank

Financial Planning and Analysis

• Analyze, structure, and execute transactions
• Perform industry research and prepare written materials
• Actively participate in client planning sessions
• Manage and execute comprehensive financial modeling and valuation analyses
• Support sales/product team members in preparing pitches and presentations

Public Finance Associate – Native American Financial Services

Business Analyst

• Completes assigned work requests; collaborates with peers and escalates as needed.
• Participates in the continuous improvement idea generation process (process simplification and automation).
• Analyzes the data available, determines gaps, identifies next steps, and resolves routine problems.
• Adheres to all Key Policies and Standards and escalates exceptions or violations encountered.
• Interacts with peers and begins to branch out with members of other technology teams.
• Resolves issues for line of business (LOB) partners and learns about their technology needs.
• Develops continuous learning for self and shares perspective on KeyBank processes.
• Schedules, coordinates and facilitates tactical meetings with team members, peers, and vendors.
• Gathers and analyzes metrics to monitor health of product, process, and/or environment.

Sales

• The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking
• With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team
• Provides recommendations and solutions to help ensure the team achieves their goals
• Will resolve client issues and execute appropriate action to ensure client satisfaction
• Consult with prospective businesses in identifying the proper payment solution to meet the business needs
• Present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses.

Merchant Sales Advisor

Marketing

• Ensure that marketing policies and procedures are in alignment with risk and compliance guidelines
• Ensure that all marketing materials are adequately reviewed before going to market
• Upkeep and maintain the Adobe Workfront platform
• Train individuals as WorkFront access is provided/troubleshoot errors as they occur
• Execute required reporting (in-market date/12m key.com) and distribute and store in required drives
• Partner with other project coordination team members to ensure work is completed on time and within expectations
• Ensure project scope aligns with stated business goals
• Follow established processes and think of new ways to do work and manage risks effectively
• Contribute to a culture of teamwork and continuous improvement
• Collaborate with internal and external partners including marketing, creative services, external agencies, product management, lines of business, risk, legal and compliance

Marketing Systems Coordinator

Accountant

• Review Balance Sheet and Income Statement for reasonableness
• Research and understand causes of variances within general ledger
• Participate in month-end close process through analysis, review, identification of errors or inconsistencies, corrections where appropriate
• Understand and interpret both manual general ledger entries and subsystem interface entries from various operations groups
• Reconcile or review select general ledger accounts
• Establish, monitor and adjust accruals or amortization entries where appropriate
• Perform research for inquiries concerning recorded transactions
• Act as liaison between Financial Operations and Servicing Operations in interpretation of financial impact of subsystem interfaces
• Complete audit requests
• Develop understanding of applicable technical accounting guidance and review Financial Statements for conformity with GAAP.

• Responsible for all pre-closing and closing functions required for credit products offered by Real Estate Capital
• Maintain a volume assigned portfolio consisting of moderate to highly complex construction and tax credit equity transactions, interim loans, line of credit facilities, and standby letters of credit
• Provide expertise in pre-closing process through review of items required to close
• Proactively drive the loan closing process with the client, utilizing closing checklist to identify and monitor progress of items required to close
• Independently manage assigned work with limited oversight from Manager
• Responsible for providing superior internal and external client service while anticipating and mitigating risk to KeyBank
• Lead projects and initiatives and offers suggestions to support a continuous improvement mindset
• Provide ongoing coaching and mentoring to others

Senior Closing Officer – Community Development Lending and Investment

Engineer

• Administer and support Samsung MagicInfo / VXT digital signage platform
• Host live events on Zoom, Microsoft and Vbrick platforms
• Setup, test, and maintain equipment used for videoconferencing integrated room systems and special custom projects
• Create and maintain system and documentation for testing and validation of equipment
• Work in a team environment collaboratively
• Support Executives and their Admins in meeting setup & planning
• Troubleshoot issues quickly and communicate with clients
• Travel as necessary to locations hosting Key events

Audio Video Engineer

Compliance

• Resolving card brand compliance issues including but not limited to: Card brand violations and data integrity issues
• Daily merchant risk reviews and investigations
• Monitor daily suspended transactions
• Participate in oversight meetings with internal risk and compliance partners
• Prepare and maintain presentations, deliverables and reporting for governance, risk and vendor forums

Senior Analyst, Payments Risk – Card Brand Compliance

Consultant

• Collaborate regularly with Wealth leaders to identify employee development needs
• Develop a talent development strategy to close agreed upon skill gaps
• Own initiatives from start to finish – ideation, development, execution, and follow up
• Develop training curriculum from scratch and adjust existing curriculum

Senior Wealth Enablement Development Consultant

Data Scientist

• Conduct quantitative analysis to support market risk model validation across banking book (IRRBB) and trading book.
• Partner with stakeholders to define data and information requirements for IRRBB, balance sheet/ALM, and trading book analytics; create and maintain data structures, transformations, and controls to enable repeatable analysis and reporting.
• Validate quantitative models used for market risk and valuation, including IRRBB metrics (e.g., EVE/NII sensitivities)
• Apply critical thinking to select fit-for-purpose methodologies for market risk use cases (banking book vs trading book)

Quant Analytics Lead Associate – Market Risk Model Validation

Pricing Analyst

• Independently deliver moderate to more complex analyses and reports
• Work with large datasets using tools such as Python, Hadoop, R, SQL, SAS and Google Cloud
• Analyze and resolve anomalies discovered when using quantitative tools and techniques
• Lead conversations with business partners and communicate key points to stakeholders
• Develop and deliver presentations, tools and visualizations

Senior Commercial Analytics Associate

Client Partner

• Collaborate with partners to expand and retain business and commercial clients
• Maintain and manage cash management services, including project completion and tracking
• Prepare, deliver, and review agreements
• Conduct research to support ongoing client needs
• Generate cross-sell leads and participate in regular bank initiatives
• Partner with internal stakeholders to address complex client needs
• Analyze information from various sources to draw conclusions and develop solutions.

Senior Client Manager, Middle Market

• Serve as a primary examiner for onsite branch inspections, including travel to registered locations in accordance with the firm’s inspection program.
• Execute assigned branch inspection and compliance review activities using established methodologies and professional judgment.
• Perform detailed documentation of inspection work, testing procedures, and results within designated systems and supporting work papers.
• Exercise independent judgment to identify potential risk areas during inspections and determine when additional inquiry or expanded testing is warranted.
• Clearly communicate inspection results, findings, and recommendations to Supervision, compliance leadership, and other relevant stakeholders.
• Track, report, and follow up on inspection findings in a timely manner to ensure appropriate resolution.
• Identify, monitor, and escalate emerging risks or adverse trends identified through inspection activity.
• Provide compliance guidance and support to business partners, as needed.
• Support and lead various ad hoc compliance-related projects.

Regional Compliance Analyst – Key Investment Services

Director

• Act as product banker and advisor for major Affordable Housing clients
• Develop and maintain important client relationships
• Identify ways that the organization’s product, sales, and service units work together to deliver value
• Execute strategy within corporate guidelines and policies

Managing Director, GP Securitization – Affordable Housing

• Responsible for the origination, structuring, and distribution of Public Finance solutions in Affordable Housing sector
• Acts as primary banker and advisor for major clients
• Demonstrates the organization's value to clients
• Gathers information to understand client strategies
• Develops and maintains important client relationships