KeyBank

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

Financial Planning and Analysis

• 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

Account Manager

• 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

Investment Banking Director – Managing Director, Engineered Products

Business Analyst

• Build relationships with business stakeholders and other operational areas to ensure complete understanding of processes.
• Create and support static and ad-hoc report requests generated by business users.
• OCC Compliance reporting, including data quality and audit support for HMDA and Reg. B.
• Financial Analysis & Reporting.
• Intra-month and month-end general ledger reconciliation and reporting for CMG revenue.
• Resolution of loan-level revenue variances between source systems and general ledger.
• Reconciliation and analysis of CMG warehouse line activity and balances, and related interest income and funding charges.
• Reconciliation of CLOSER system with Tableau and results published by Finance.
• Quarterly regulatory reporting for warehouse activity and balances; support of related audit requests.
• Revenue projection support and maintenance.
• Expense analysis.
• Provide first level of assistance for production support requests.
• Verify support issues are properly documented and clearly defined.
• Work with system manager to determine priority and resolution method.
• Assist operational areas with systems components of special projects.
• Provide business expertise relative to products, systems and specifications for customizing software applications, interfaces, reports, screens, etc.
• Identify the business needs of the users, outline potential solutions, and translate to an appropriate format for technical requirements.
• Collaborates with users, vendor, and development team members to deliver the best technical solution which meets the business requirements.
• Assist with testing, implementation and training for new technology and enhancements to existing technology.

Lead Systems Business Analyst

Analyst

• Completes job evaluations and benchmarks internal positions.
• Presents recommendations to business leaders and partners.
• Supports the analysis, design, and implementation of incentive plan designs.
• Partners with Finance, Human Resources, Risk Management and Business Executives.
• Assists with the analysis, design and implementation for Key's long-term incentive compensation program.
• Prepares elements of the proxy compensation tables and footnotes.

Senior Compensation Analyst

Data Analyst

• Lead the development and validation of predictive and machine-learning models for business needs
• Create and leverage models, inferential statistics, and prescriptive analysis
• Recommend solutions based on understanding of the context, connections, and conclusions
• Reviews deliverables; proactively coaches others on approach and work product
• Make continuous improvements to data procedures, including data efficiency

Analytics Manager – Credit Risk Modeling

Manager

• Enhance and execute monthly data load process and month-end reconciliation activities
• Lead, support, and assist with the comprehensive process to identify, measure, monitor, and control interest rate risk
• Help build and implement processes in ALM framework to support centralized forecasting, interest rate risk, funds transfer pricing, and capital and liquidity planning
• Lead and assist in maintaining clear ALM data inventory for core feeds
• Lead and assist in defining and monitoring data quality rules
• Execute work for the Finance data roadmap for centralized ALM data architecture
• Lead and assist and support the development, implementation, testing and documentation of data processes
• Lead and assist in accurate ALM decisions and risk reporting
• Partner with multiple developers and stakeholders to understand modeling data requirements
• Perform data and process validation during testing and production phases of projects
• Oversee the development and maintenance of comprehensive control policies and procedures
• Maintain an awareness of current market and economic conditions

Manager, ALM Data & Analytics

• Actively manage a portfolio of clients within the entry end of the Business Banking segment
• 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
• Manage all administrative tasks associated with client portfolio

Business Banking Virtual Relationship Manager

Compliance

• With little to no supervision from PM can perform the following: · Elicit and document requirements from users in various formats and tools including agile/scrum user stories
• Design – create process flow diagrams, user roles and responsibilities, functional and work break down component documentation
• Test - Define system tests, conduct tests and verify correctness for medium to large projects. Define load test with Load test team and quality assurance. Oversee the testing of lesser experienced team members.
• Influences and leads a cross-functional team in optimization of application capabilities & business processes. Provide Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs).
• Utilize industry trends to influence requirements for new application features and enhancements that are consistent with strategic priorities.
• Influences and significantly contributes to the design process to ensure it supports business requirements and an optimized user experience.
• Capture requirements for multiple highly complex systems across multiple stakeholders; understands and applies the SDLC to the execution of deliverables.
• Translate business requirements into technical requirements considering multiple users, risks, and/or impact scenarios and convey with appropriate level of detail to the development team.
• Apply expertise of the business and its trajectory and work with technical and business teams to support business objectives and align to the roadmap.
• Work with QAS to lead project testing strategy. Support and/or participate in user acceptance testing to ensure quality in application releases and user experience.
• Advises on security, risk management, and IT process principles and escalate to appropriate team(s) as needed. Partners effectively with security and risk teams to ensure tech portfolio changes adhere to all relevant standards.

• Managing all aspects of the NAFS portfolio of tribal clients
• Underwriting loans and other credit products for complex tribal governments
• Working with legal counsel to review and structure loan documentation
• Ongoing credit monitoring and analysis, and covenant compliance
• Monitoring individual clients and portfolio trends
• Actively communicating with tribal and enterprise CFO's, and legal teams
• Performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests

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

Recruitment

• Responsible for the full lifecycle of recruiting
• Develop and execute targeted recruiting plans
• Build and execute search plans including candidate assessment criteria
• Communicate appropriately and consistently with stakeholders
• Utilize sourcing techniques to identify and attract candidates
• Assess talent and make hiring recommendations
• Research market trends to inform talent decisions

Senior Recruiter

Client Services Representative

• Support card program inquiries from clients, internal teams, and vendor partners.
• Perform account maintenance with attention to accuracy and achievement within Service-Level-Agreements (SLA).
• Assist with simultaneous product integration projects that may include a client training aspect.
• Effectively resolve client escalations determining root cause and reporting issues to manager to prevent future issues.
• Provide process improvement guidance to enhance efficiencies to leadership.
• Facilitate website portal training and customization options/needs.
• Safe handling and security of sensitive client data.