KeyBank

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

Consumer Consultant – Merchant Sales Enablement

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

• 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

• 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