KeyBank

Financial Planning and Analysis

• Be a strong team member in support of business unit goals and objectives
• 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, preparing and presenting analytical information
• Focused on product transactions/executions in addition to sales originations
• Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
• Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials

Associate, Public Finance – Affordable Housing

Compliance

• Serve as the corporate compliance subject matter expert for the Home Lending Origination line of business.
• Demonstrate working knowledge of banking/consumer compliance laws and regulations and apply them to risk management strategies.
• Develop relationships of trust and confidence with the lines of business.
• Provide second line of defense oversight and monitoring of processes and controls, identify improvements and facilitate necessary changes.
• Document testing results in concise management reports and escalate significant risks.
• Review policies and procedures for consistency with current banking and securities regulations.
• Educate and provide consultative advice on various regulations.
• Provide independent review and challenge to various business activities.
• Participate in various projects related to mitigating risk to Key.
• Ensure that systems utilized by lines of business function in a compliant manner.

Compliance Officer – Home Lending Compliance

• Oversee KeyBank’s compliance with applicable state and federal banking laws, regulations, and supervisory expectations related to technology, digital platforms, and emerging innovations.
• Provide second-line oversight of technology initiatives to ensure compliance with federal and state banking regulations.
• Monitor and interpret regulatory developments affecting technology, digital banking, automation, AI/ML, and distributed ledger/crypto-adjacent activities.
• Lead the strategy and ongoing maturity of KeyBank’s technology compliance program.
• Build, mentor, and develop a high-performing technology compliance team; establish scalable processes, documentation standards, and reporting mechanisms.
• Identify, evaluate, and escalate technology-related compliance risks in accordance with enterprise policies.

Senior Manager, Technology Compliance

• Provide second line of defense compliance oversight for Regulation W, Regulation O, and Anti-tying regulations.
• Serve as the bank’s Regulation W Officer.
• Provide strong leadership, mentoring, and guidance to peers and other members of the team as well as other members of Risk Management.
• Respond to internal and external audits, exams, and requests for information.
• Develop and maintain positive working relationships with internal clients, staff, peers, and LOB senior management.
• Maintain relationships with industry peers and regulatory bodies.
• Identify, respond and/or escalate risks as appropriate.
• Assist in the development of policies, standards, procedures, and guidelines to align with corporate risk appetites, tolerances, and policies.
• Conduct review and challenge activities and escalate as warranted.
• Support or direct project teams in the ongoing development and implementation of strategic plans and objectives, and regulatory changes.
• Support other risk disciplines in risk identification, mitigation, and reporting.
• Exemplify understanding of and implement the three-lines-of-defense model.
• Perform other duties as required.

Senior Compliance Officer, Prudential Regulation Compliance – Reg W, Reg O, Anti-tying

Data Scientist

• Conduct quantitative analysis including hypothesis testing and root-cause analysis on large data sets
• Support the working group by identifying types of information needed for analysis or to inform business questions
• Use statistical analysis and machine learning to develop, maintain, and anticipate considerations in implementation of models
• Use critical thinking to use the right approach for each problem statement
• Anticipate business needs and make continuous improvements to models and processes

Lead Associate, Quant Analytics

Risk

• Perform functions in support of Key Merchant Services and Integrated Payments ISO
• Responsibilities include merchant onboarding and ongoing merchant risk monitoring
• Review and decision concurrence requests for new applications, funding holds and releases
• Monitor daily suspended transactions
• Oversight reviews of client's merchant onboarding and risk monitoring results
• Prepare monthly client metrics reporting on chargebacks, returns, and losses
• Contribute to oversight meetings with internal risk and compliance partners

Senior Analyst, Payments Risk – Shadow Risk Monitoring

Project Manager

• Leads large and complex, high-priority projects and/or supports critical programs which usually impact multiple Lines of Business (LOB) and/or functional areas.
• Takes projects from original concept through final implementation using standard Project Management, Change Management and Risk Management methodologies and concepts.
• Sets and manages expectations for diverse project stakeholders through planning activities and maintains transparency via communication & reporting channels.
• Establishes and maintains a strong collaborative trusted advisor relationship.
• Responsible for supporting the implementation of sustainable change management practices and creating and managing a communication strategy across Banking Group Portfolio Management (BGPM).
• Develops and/or leads change management planning, design and implementation, including communications and training.

Senior Project Manager, Change Management

• 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 – Financial Institutions

Account Manager

• The Associate Relationship Manager functions as part of a relationship team
• Work closely with the relationship managers, and underwriters to identify and respond to client requirements
• Review loan requests to determine and collect required items needed for loan approval
• Work with RMs and underwriters to prepare preflight materials
• Participate in commercial loan requests, including tasks such as, completing Return on Equity (ROE) analysis
• Participate in the preparation of all Asset Quality Reports and new Risk Rating models
• Participate in Know Your Customer activities
• Review legal documentation to ensure that terms are appropriate and consistent with credit approval
• Work with support partners to perform system maintenance to ensure proper portfolio assignments

Associate Relationship Manager

• Serve as the Trusted Financial Advisor and Business Partner to clients
• Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A
• Educate the client on Key's expertise and capabilities in core product areas
• Maintain active prospecting efforts, including identification, qualification, and calling
• Identify cross-sell opportunities and collaborate with other Community Bankers
• Assemble and lead cross-functional teams to respond to customer requests
• 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

Senior Relationship Manager, Agribusiness

Learning and Development

• Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets
• Host holistic Financial Wellness conversations and complete comprehensive financial plans
• Utilize a consultative sales process and assessment tools where appropriate
• Attain sales production and referral goals to the Bank
• Develop a complete understanding of Key Investment Services solutions
• Be an active member of the Branch team
• Engage licensed and non-licensed Branch personnel to identify investment referral opportunities
• Coordinate all aspects of investment product delivery within assigned Branch(s)

Advisor, Professional Development Program

• Support execution of SOX governance processes, including program documentation, governance materials, and program reporting.
• Assist in coordinating cross‑functional meetings, compiling program updates, and preparing materials for senior leaders and governance committees.
• Lead and perform complex Test of Design evaluations for SOX controls across business and technology processes.
• Review control narratives, walkthroughs, and documentation to ensure accuracy, clarity, and alignment with program standards.
• Perform detailed analysis to support the annual and periodic SOX risk assessment process.
• Monitor testing progress and review testing results for completeness and consistency with program methodology.
• Prepare dashboards, metrics, and SOX Program status reports using GRC tools and data analytics.
• Identify opportunities to streamline program processes, enhance documentation quality, and support automation and analytics initiatives.
• Assist in creating SOX training content for control owners, testers, and other stakeholders.

Senior Lead Analyst – SOX Program Governance

Analyst

• Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution).
• Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff.
• Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes.
• The Sr. Analyst will provide detailed quantitative and qualitative support to the Affordable Housing Mortgage Bankers.
• The position will support the Affordable Housing Mortgage Bankers in all inspections of loan origination, (agency, FHA, and private placement executions).
• The Sr. Analyst will be primarily responsible for modeling, evaluating and underwriting new financing opportunities, by providing financial modeling, and delivering high quality property and market analysis to debt investors.
• Partner with Affordable Housing Mortgage Bankers to pitch various execution options.
• Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie Mac and Private Placement investors.
• Work with support staff, transaction manager, underwriting and credit in the preparation of preliminary and final loan submissions.
• The Sr. Analyst will be responsible for ordering 3rd party reports, completing compliance requirements, etc.
• He/She will work directly with the mortgage bankers to assist in securing debt financing for multifamily affordable housing projects and be overseen by the Transaction Manager.
• The Sr. Analyst will provide industry, market, business, and quantitative analysis support. This will include performing ad-hoc strategic and financial reporting.
• The Sr. Analyst is expected to have a continuous improvement mindset and would be empowered to recommend efficiencies for change.
• The Sr. Analyst will work on special projects assigned from time to time.
• The position may include doing site inspections when necessary.
• The Sr. Analyst will work onsite five days per week.

Senior Production Analyst – Affordable Housing

• Provide support to the Private Client Advisors
• Perform customer service duties and assist in daily office operations
• Maintain a solid base knowledge of retirement accounts
• Create and manage the client database
• Assist with scheduling appointments and participate in sales support activities
• Coordinate marketing events, seminars, and presentations

Investment Associate, FINRA Registered

Backend Engineer

• Provide technical leadership including strategy, implementation, and support for banking platforms.
• Collaborate with internal interfacing technology teams and platforms.
• Engage with 3rd party partners who provide internal and hosted solutions.
• Engage and support operational users of the platforms.
• Engage in API development to deliver core banking services enabling applications across the bank.
• Embrace mentorship and training from senior engineers.
• Assess the technical viability of new and emerging products and technologies.