KeyBank

Product Manager

• Support the end-to-end product lifecycle for KeyBank's business origination capabilities
• Partner with cross-functional teams to identify customer needs, define requirements, deliver innovative solutions, and drive continuous improvements
• Gather and analyze user feedback to identify needs, pain points, and opportunities for product improvement
• Collaborate with analytics, designers, technology teams, and business partners to define and prioritize the problem, capture requirements and identify solutions
• Support product discovery activities, including research, usability testing, feedback collection, and analysis of customer insights
• Assist documenting user stories and maintaining product backlogs to support delivery priorities
• Participate in agile ceremonies and assist with planning, backlog refinement, user acceptance testing (UAT), defect triage, and validation of product functionality
• Monitor product performance and analyze qualitative and quantitative data to identify trends, measure outcomes, and recommend improvements
• Develop knowledge of business origination products, capabilities, customer journeys, and supporting technology platforms

Product Manager – Business Originations

Analyst

• Provide support to the Regional Manager and Multifamily Mortgage Bankers
• Review and process permanent loan requests
• Provide loan origination and deal structuring support
• Model loan submissions and determine viability of requests
• Draft loan applications and prepare submissions to third party capital sources
• Assist in shepherding loans through due diligence and closing process

Senior Analyst – Commercial Mortgage Group

Financial Planning and Analysis

• Managing all aspects of the NAFS portfolio of tribal clients
• Underwriting loans and other credit products for complex tribal governments and their business enterprises
• Working with legal counsel to review and structure loan documentation
• Ongoing credit monitoring and analysis
• Monitoring individual clients and portfolio trends
• Serving as a focal contact point for ongoing communications with tribal and enterprise CFO's, and legal teams
• Performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests
• Monitoring and reviewing legal documentation
• Assisting product partners in cross-selling additional bank products

Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

QA Engineer

• Serve as portfolio monitoring managers of Key Community Bank’s Small Business Commercial portfolio.
• Responsible for the development and execution of portfolio management strategies to maintain asset quality.
• Gather and analyze various pieces of credit information to monitor approvals and declinations decisioned by the underwriting team.
• Drive workflow and proactively take necessary actions.
• Monitor various queues related to portfolio activities.
• Perform critical post approval/booking certification functions to maintain data integrity and quality.

Credit Analyst – Small Business Credit Underwriting Quality Assurance

Team Lead

• Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence and adherence to all procedural and compliance responsibilities.
• Supports the KPB Sales Leader (SL) in assigned tasks as well as the needs of the sales team.
• Associate Team Lead works closely with SL to drive operational effectiveness and client experience outcomes in support of managing client relationships and sales support delivery.
• Develops their team to deliver consistent and high caliber results in client experience, service and sales support and change management.
• Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience and Strategist Associates, and Client Relationship Specialist), Wealth Services and centralized support teams.
• Provide training and coaching to all associates in assigned markets.
• Ensure effective utilization of staff, by hiring, onboarding, and recruiting.
• Proactively identifies and champions the resolution of client service issues (internal and external).

Key Private Bank Team Lead Associate

Financial Crime

• Perform detailed analysis on electronic transactions and activities that appear to support suspicions of fraudulent activity
• Take precautionary measures on accounts and/or transactions to mitigate risk
• Communicate information on deposit fraud suspects to account relationship officers
• Document daily review and analysis of suspect transactions

Digital Fraud Detection Specialist

• 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

• 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.