KeyBank

Financial Planning and Analysis

• Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions.
• Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions.
• Lead transaction execution across a variety of deal types including sell-side and buy-side M&A, capital raises, corporate divestitures, and fairness opinions.
• Drive business development by identifying new client opportunities, preparing pitch materials, and collaborating with senior bankers to grow the firm’s client base.
• Provide technical guidance and developmental support to junior and mid-level bankers; oversee their work product and ensure professional growth.
• Promote cross-functional collaboration by identifying opportunities to refer clients to other lines of business.

Vice President – Investment Banking, Insurance

Operations

• Provide advanced operational support within KBCM Settlement Services
• Ensure the accurate and timely processing of securities settlements across institutional equity and fixed income products
• Serve as a subject matter expert on settlement processes, exception management, and reconciliation activities
• Partner closely with Trading, Sales, Custodians, and external counterparties
• Support the day‑to‑day settlement of equity and fixed income trades
• Monitor settlement activity, including trade matching, allocations, and confirmation of settlement instructions
• Investigate and resolve settlement breaks, fails, and discrepancies
• Independently analyze complex settlement issues, identify root causes, and implement corrective actions
• Maintain a strong understanding of regulatory requirements and internal policies impacting settlement operations
• Identify process inefficiencies and recommend workflow, system, or control improvements
• Assist with training and onboarding of new employees

Lead Operations Analyst, Brokerage & Capital Markets

• The Operations Analyst provides project support, business analysis, data governance, and subject matter expertise for loan support for default servicing and workflow applications.
• Responsible for troubleshooting issues, intake of system enhancement requests, and works with technology and other stakeholders for any enhancements, requirements, or code changes.
• Actively participates in problem and enhancement review meetings with business partners.
• Provides subject matter expertise for small to medium scale projects, including but not limited to analyzing and defining scope and business requirements, identifying and resolving project issues, testing, implementing and supporting installations.
• Acts as advisor to Operations Functional Areas and Lines of Business relative to new products and initiatives.

Operations Analyst, Loan Support – KeyView Deluxe Application

Security Engineer

• Develops and implements security standards, procedures, and guidelines for multiple platforms and diverse system environments
• Facilitates system access, operations, and maintenance at KeyBank
• Identifies and analyzes security risks, communicates risks to appropriate parties and ensures mitigation to enable risk-based business decision making
• Understands security and technology strategies, related security controls and processes, and general business/financial knowledge
• Strong security, networking, risk management, and technical skills

Information Security Consultant

Account Manager

• Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client 'expert' and the primary contact for most client-related matters.
• 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 to structure, coordinate and sponsor credit and non-credit products/services.
• Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
• 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; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
• Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
• Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
• Contribute to strategic planning and initiatives of the commercial team.
• Maximize profitability of assigned portfolio by effectively selling the value Key provides.

Senior Relationship Manager

Support Engineer

• Lead end-to-end onboarding, configuration, and activation of merchant accounts across third-party and reseller gateway platforms (e.g., Auth.net, CardConnect, CyberSource, FreedomPay).
• Deliver comprehensive client training for gateway solutions, including transaction processing, reporting tools, fraud controls, and system navigation.
• Provide onboarding, setup, and training support for Clover solutions and Commerce Control Center, ensuring clients are fully enabled at go-live.
• Guide clients through PCI compliance requirements, including education on security standards, validation processes, and ongoing compliance best practices.
• Assist clients in implementing fraud mitigation tools and gateway security settings (e.g., velocity controls, filters, risk protocols) to reduce exposure and losses.
• Create and maintain detailed client playbooks to support onboarding, training, and ongoing servicing needs.
• Deliver structured feedback to Sales and Product teams to enhance client onboarding experience, training content, and overall value proposition.
• Act as a subject matter expert and escalation point for complex gateway-related servicing issues, including processing errors, pricing inquiries, downgrades, and product optimization opportunities.
• Create, manage, and update servicing tickets; maintain accurate client demographic and account data across Fiserv and KeyBank systems.
• Develop and deliver reporting to measure onboarding effectiveness, client adoption, and value realization.
• Identify process gaps and inefficiencies; recommend and implement solutions to improve onboarding efficiency and client experience.
• Partner cross-functionally with Sales, Product, Risk/Compliance, and Operations to support successful client outcomes and continuous improvement.

Senior Client Service Specialist – Installation & Technical Support

Underwriter

• Provide high level qualitative and quantitative analysis of FHA Healthcare transactions
• Collaborate and support LEAN Underwriters, closers, and originators for FHA Healthcare group
• Prepare deliverables in Excel, Word, and Power Point
• Pursue and develop internal and external relationships for effective real estate transactions
• Follow established processes for underwriting real estate transactions
• Work with underwriters to analyze deals under HUD rules
• Collect and organize exhibits for HUD/FHA review
• Complete HUD forms for pre-application and application submissions
• Identify and assess transaction risks
• Maintain productive relationships with all partners
• Complete all compliance requirements related to transactions

Underwriting Analyst – FHA

Manager

• Identify and assess incidents and outages impacting KeyBank’s operations.
• Lead incident recovery efforts, coordinating cross-functional teams and vendors.
• Facilitate technical crisis calls and ensure appropriate resources are engaged.
• Provide accurate and timely communications to stakeholders and executive leadership.
• Escalate critical issues and manage progress updates throughout resolution.
• Lead post-mortem sessions and document incident restoration activities and timelines.
• Ensure recovery documentation is accurate and tested for feasibility.
• Drive continuous improvement initiatives to enhance system stability and client experience.
• Identify gaps in recovery processes and collaborate with monitoring and detection teams.
• Participate in incident management performance reviews and process evaluations.
• Ensure adherence to ITSM processes and define/manage critical success metrics.
• Support production readiness for critical projects, focusing on incident management.

Technical Incident Manager

Scrum Master

• Facilitate Agile ceremonies (Sprint Planning, Daily Stand-ups, Reviews, Retrospectives)
• Support the product owner in managing the backlog
• Remove impediments to keep the team focused
• Promote Agile principles and practices
• Monitor team performance and identify opportunities for process improvements

Research Analyst

• Financial analysis of capital markets.
• Identify relative value in the markets and provide investment guidance.
• Establish a network of professional contacts in sector assignments.
• Provide ongoing surveillance for all investments assigned by Senior Management.
• Conduct due diligence before executing investments.
• Gain understanding of GAAP and GASB or Statutory accounting practices.
• Participate in calls with sell-side analysts and presentations.
• Prepare financial forecasts, comparable company analyses, and valuation models.
• Produce timely research on specific companies and sector-related matters.

Senior Research Analyst

• Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credits (NMTC), and other CRA-qualified activities.
• Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry.
• Develop marketing strategies and plans for specific regions and clientele.
• Cross-sell financial solutions and bank products.
• Negotiate and structure transactions to ensure long-term viability of real estate investments.
• Collaborate with internal partners (credit, legal, compliance, CRA, and risk) to structure deals and ensure smooth transition.
• Monitor industry trends and competitive landscape.
• Develop and maintain relationships with nonprofit organizations, community development financial institutions (CDFIs), housing developers, and public sector partners.
• Represent the bank at community events, industry conferences, and stakeholder meetings to enhance visibility and impact.

Senior Relationship Manager – Community Development Lending, Investing

Vice President

• Perform financial analysis and prepare underwriting documents for corporate credit requests
• Conduct ongoing credit monitoring and risk rating for a portfolio of corporate clients
• Gather and analyze financial data for clients or prospects
• Model future financial performance including evaluating scenarios
• Structure transactions in collaboration with business partners
• Prepare credit underwriting documents identifying risks and mitigants

Vice President, Portfolio Management – Commercial and Industrial Upper Middle Market

• Lead and execute adversary emulation engagements using intelligence-driven threat scenarios
• Design and conduct full-scope red team operations
• Conduct physical, external/internal, and wireless network assessments
• Perform security assessments across cloud platforms and embedded systems
• Develop and test threat actor emulation tools
• Partner with Cyber Threat Intelligence team
• Consult with cross-functional teams during project testing phases
• Coordinate and monitor third-party penetration testing engagements
• Generate and publish Red Team metrics and reporting
• Lead efforts to track remediation of findings
• Collaborate with the Cyber Threat Intelligence team
• Provide detailed post-mortem reports and executive briefings
• Mentor junior team members

Senior Offensive Security Engineer – Red Team

• Manage, cultivate, and retain Key Bank's enterprise payment clients
• Proactively work with clients to review their business
• Act as the main point of contact for client matters
• Manage accounts to ensure clients receive the right service mix
• Conduct Annual Business reviews including interchange and pricing analysis
• Identify opportunities to cross-sell additional services
• Drive resolution among stakeholders for issues

Strategic Account Manager, Commercial

Product Manager

• Lead the vision, roadmap, and adoption of Salesforce across the Commercial Bank
• Serve as the central product owner of the Salesforce Sales ecosystem
• Partner with members across different commercial bank functional groups to understand requested CRM enhancements
• Develop and champion the vision for next-generation AI-enabled Salesforce capabilities
• Establish and operationalize a transparent prioritization framework to maximize business value
• Partner with existing Salesforce sales enablement and technology SMEs to evolve and formalize a Commercial Bank governance model
• Define and execute the AI vision and roadmap within Salesforce