KeyBank

Account Manager

• Actively manages a portfolio of clients within the entry end of the Business Banking segment.
• Maintain and manage an assigned client portfolio of Business Banking and Commercial clients to grow and retain relationships.
• 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 by keeping clients informed and providing appropriate financial solutions via consultative review and proactive contact.
• Make joint calls with partners to enhance selling skills and uncover consumer opportunities and engage Business Banking RMs, Branch Managers and/or other specialty partners on sales opportunities.
• Review financial statements, assess credit lines and renew loans; identify opportunities to lend and complete associated lending responsibilities.
• Aggressively maintain client back book and mitigate profitable client run-off.
• Manage administrative tasks associated with client portfolio to ensure compliance.
• Embrace a virtual team model and enhance professional atmosphere leading to a successful sales environment.
• Adhere to policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy.
• Strategically manage unprofitable and/or anticipated exiting client relationships.
• Travel: Occasional travel to include overnight stay.

Business Banking Relationship Manager

Digital Marketing

• Lead data-driven brand marketing initiatives supporting Business Banking
• Translate complex data into strategic recommendations for marketing and business stakeholders
• Partner with cross-functional teams (Marketing, Product, Finance) to align marketing strategies with business goals
• Mentor and lead a team of analysts or data specialists
• Develop and manage marketing performance dashboards and KPIs across digital channels
• Analyze campaign performance and customer behavior
• Conduct A/B testing and conversion rate optimization (CRO) analysis
• Oversee collection, integration, and governance of marketing data from multiple platforms
• Automate and streamline reporting processes
• Collaborate with data engineering teams to ensure data quality and accessibility

Manager, Digital Marketing Analytics and Insights

Product Manager

• Lead AI product roadmap alignment and project/use case execution across commercial bank
• Identify servicing and onboarding AI opportunities
• Prioritize work across areas and communicate timing, expectations, and best practices with stakeholders
• Develop product requirements to meet business case objectives within technology and risk parameters
• Work effectively in a matrixed organization to implement various AI use cases across multiple parts of the organization
• Understand, develop, and execute business performance analysis, tracking initiatives and reporting to key stakeholder and leadership
• Effectively understanding and managing risk appropriately as use cases are identified and implemented
• Oversee the integration of AI/ML models into financial products and platforms, ensuring scalability, fairness, and transparency
• Collaborate with legal, risk, and compliance teams to ensure AI solutions adhere to data privacy, model governance, and industry regulations
• Define and monitor KPIs for AI product success, including model accuracy, business impact, adoption, and ROI

Commercial Bank AI Senior Product Owner

Community Manager

• Servicing portfolio for Community Development Lending and Investing post-closing
• Manage post-closing services for assigned portfolio of loans; ensure data integrity and documentation
• Review loan documents pre-closing, evaluate funding requirements for less complex loans
• Maintain servicing files and collateral releases; monitor title/tax, insurance
• Process financial and collateral transactions; monitor rate, escrow, payoff instructions
• Ensure data integrity in system of record; on-boarding of new loans and collateral
• Communicate issues to Manager/RM and coordinate with RMs

Service Officer or Lead Service Officer, Community Development Lending and Investing Post Closing

Manager

• The CX+EX Measurement & Insights team manages quantitative and qualitative marketing research for the enterprise, including research design, research execution, analysis, actionable insight synthesis, and presentation creation.
• The team partners with and presents learnings and recommendations at all levels of the organization, including the executive and the CEO.
• We are looking for a highly motivated and experienced market research professional with a proven background in delivering qualitative and quantitative primary market research and competitive intelligence for Consumer and B2B segments.
• This candidate will be a strategic partner for all business units across KeyBank, understanding priorities and uncovering opportunities where research can help inform strategies and improve experiences, ultimately driving better business performance.
• The Research & Insights Manager role will manage research projects end to end, from ideation to insights delivery.
• To be successful, the candidate must be intellectually curious, excel at uncovering insights across large data sets and multiple studies, and create concise and compelling presentations.
• The role requires strong skills in project management, communication, and relationship building across all organizational levels.
• The right candidate will be able to work on multiple, diverse projects simultaneously, prioritize to meet a variety of deadlines/deliverable types in a fast-paced and ambiguous environment.
• Build relationships across the bank to stay in-tune with strategic priorities to uncover relevant research needs and then translate those needs into research projects.
• Recommend, design and execute a wide range of qualitative and quantitative research projects, from planning through analysis, storytelling and presentation – adapting insights and/or positioning of findings to align to the audience that is consuming the information (doer vs. executive).
• Act as a player coach in managing a team of market research professionals, guiding them on all facets of a project intake to approach recommendation through execution and insights delivery.
• Connect the dots across multiple study learnings to drive out a rich perspective on where improvement opportunities lie.
• Advise leadership and employees across the organization about our clients’ current perceptions and gaps in experiences.
• Proactively recommend new and innovative ways to enhance reporting of research results & insights.
• Frequently seek to deepen understanding of current events and trends within financial services and the research industry.

Senior Research Insights Manager

Pricing Analyst

• Independently deliver moderate to more complex analyses and reports; Work with large datasets – using standard tools such as Python, Hadoop, R, SQL, SAS and Google Cloud – to solve business problems
• Analyze and resolve anomalies discovered when using quantitative tools and techniques
• Lead conversations with business partners; Effectively communicate key points to respective stakeholders
• Develop and deliver presentations, tools and visualizations that include the right data and "tell the right story" to business partners
• Identify and anticipate business needs and understand how to obtain information
• Review work product of junior staff; Provide input, direction, and mentorship
• Manage integration/coordination of activities typically within own team
• Ensure solutions are appropriately documented. Create procedures/processes to ensure ongoing testing/validation of solutions

Senior Associate, Commercial Analytics

Data Analyst

• The CX Measurement & Insights team manages quantitative and qualitative marketing research for the enterprise, including research design, research execution, analysis, actionable insight synthesis, and presentation creation.
• The team partners with and presents learnings and recommendations at all levels of the organization, including the executive and the CEO.
• We are looking for a highly motivated and experienced market research professional with a proven background in delivering qualitative and quantitative primary market research and competitive intelligence for Consumer and B2B segments.
• The Senior Research Analyst will join our CX+EX Measurement & Insights team to assist the team in analyzing market, client, and employee data – distilling insights into a package that is consumable to various audiences.
• This includes synthesizing insights uncovered across multiple sources to identify meaningful points of delight and friction for our clients and employees, as well as thinking progressively when it comes to the display/communication of the most important takeaways.
• ESSENTIAL JOB FUNCTIONS: Demonstrate strong active listening and probative skills, analyze data, distill insights, build presentations, and manage vendor relationships.

Sr. Data Analyst

Analyst

• Support KeyBank's Language Access Program (LAP) to ensure equitable access to banking services for clients with diverse language backgrounds.
• Manage translation project workflows, including intake, compliance review, approvals, documentation, translation processing, quality review, design feedback, and final delivery.
• Review Spanish translations for accuracy and consistency; provide corrective feedback to vendors.
• Coordinate language certification testing and maintain tracking; contribute to program enhancements.
• Develop and deliver training on language access tools and resources.
• Monitor LAP control plans and translated document inventory; conduct research on best practices and regulations.
• Collaborate with internal teams and external vendors; prepare presentations for senior leaders.

Consumer Analyst, Spanish Speaker

• Demonstrate strong active listening and probative skills with business partners to understand and translate into detailed documentation of optimal analysis strategy
• Analyze qualitative and quantitative data from multiple sources (clients, prospects, employees, and operational data) – to build a summary of improvement opportunities for the bank
• Conduct statistical analyses to ground insights generated in sound reasoning
• Using strong research methodology expertise, design and deploy the best research approach to collect desired insights
• Distill research findings into actionable insights and package them into meaningful PowerPoint presentations that compel the audiences to take action
• Build and maintain vendor relationships; ensuring they are providing meaningful insights in a timely fashion

Junior Data Analyst

Solutions Engineer

• The Solutions Consultant blends sales support acumen and technical product knowledge to enhance the sales process and liaise with internal and external stakeholders.
• Assist in managing the sales pipeline for assigned segments/industry verticals, coordinating with Product Managers, Marketing and Vendor Partners.
• Lead tailored product demonstrations remotely or on-site at a prospect’s location.
• Translate client technical needs to internal and external service partners.
• Collaborate to develop sales tools and training materials; respond to requests for proposals (RFPs).
• Support order-to-cash automation offerings including invoice delivery, electronic payment acceptance, and cash application.

AR Automation Solutions Consultant

• Collaborate with cross-functional teams to support and enhance analytics and advanced analytics technologies, with a focus on open-source and GCP-based solutions.
• Provide technical support and training to end-users on open-source tools and platforms.
• Design and implement GCP-based infrastructure to support analytics and modeling teams.
• Evaluate and integrate innovative technologies to enhance enterprise analytics capabilities.
• Partner with data scientists, solution architects, cloud engineers and business teams to design ML infrastructure, validate data quality.
• Ensure tight integration with BI data engineers, data architects, and ETL developers to support end-to-end analytics workflows.
• Guide analytics teams in selecting and integrating appropriate tools and methods for advanced modeling and decision support.
• Maintain a strong focus on Organizational Change Management to ensure stakeholders are appropriately engaged and empowered through communications, training, and collaboration.

Google Cloud Platform Tools Senior Analyst

• Develop and expand a portfolio of commercial auto finance relationships in the dealer community through new client calling and servicing existing client relationships.
• Serves as trusted advisor to auto dealer clients and prospects functioning as the dealer finance industry expert.
• Possesses firm understanding of industry-specific commercial lending products, including floorplan, real estate and construction financing, working capital term loans, acquisition financing, and equipment loans and leases.
• In conjunction with their Manager, leads business development efforts for assigned auto dealer prospect base by developing a clear, concise understanding of their business strategy, markets and competition.
• Develops and implements strategies to retain and grow existing dealer relationships.
• Partners with all product specialists and Portfolio Managers to cross sell bank products and services consistent with the overarching relationship strategy.
• Responsible for completion of all documentation required to assess relationship profitability and document relationship contact activity.
• In conjunction with their Manager, leads and participates in the credit process to insure accurate and thorough underwriting, complete financial analysis, loan structuring and risk management.
• Maintains strong asset quality, through gathering and periodic review of dealer financial information, including audit reports and monthly dealer financial statements.
• Maintains strong functional/technical sales and credit expertise. Shares this knowledge with team members.
• Assesses dealership performance and maintains a dialogue with dealership management regarding the same.
• Supports Portfolio Managers and Underwriters in: Effectively communicating with Credit and Risk Management around issues including Risk Rating modifications. Creation and execution of risk management strategy for all assigned pass rated relationships in conjunction with their Manager, Credit and Risk Management.
• Working with credit partners or outside legal counsel, to identify and complete all legal and bank documents needed to fully comply with loan approval.
• In conjunction with appropriate support staff ensures all obligors are in full compliance with the terms and conditions of legal and bank agreements.
• Taking appropriate action to communicate non-compliance to Manager, Credit and Risk Management staff.
• Ensuring necessary steps are taken to address noncompliance with loan obligors.
• Most functions will be completed with some oversight from the individual’s National Sales Manager.
• Perform other duties as assigned.

Relationship Manager, Dealer Finance

Risk

• 10.5-week Enterprise Internship delivering meaningful work, feedback, mentoring, networking, and Learning Labs in banking/finance context.\n• Work with Business Risk and Controls experts to map processes, identify risks and assess controls; learn in a regulated financial services environment.\n• Collaborate with process owners and risk partners to identify/document risks and controls for end-to-end processes.\n• Gain knowledge of Risk Management regulatory environment and the Risk and Control Self-Assessment (RCSA).\n• Eligible for consideration for the Risk Management rotational analyst program after successful completion.\n• Key responsibilities include prioritizing multiple assignments, effective written/verbal communication, relationship building, and supporting special projects.

Technology, Operations & Services Internship, Business Risk & Controls Track

• Vendor Servicing Product Team Manager is responsible for handling various escalated and complex requests surrounding the day-to-day servicing of clients utilizing our digital servicing platform, Ovation and other IT products used in the Vendor Servicing business.\n• The Product Team Manager will initiate and lead multiple products and projects; directing efforts of cross functional teams and partnering and supporting work of team members and product owners to build and deliver enhancements to Key Bank’s mobile and online capabilities.\n• As the point of contact for all Ovation related issues, the Product Team Manager will collaborate closely with numerous internal partners, working to expand the tool across the Vendor Servicing business, including supporting scaling activities to deliver a better overall client experience, ensuring effective deployment of projects, maximizing our digital investment.\n• ESSENTIAL JOB FUNCTIONS Translate business goals into digital product concepts and tactical user stories Partner with various internal partners to mitigate programmatic risk while improving the customer experience. Lead cross functional teams to ensure timely delivery of one or more product management projects or initiatives in an effective manner. Maintain subject matter expertise in product; identify trends, potential impacts, regulations and changes in client and competitor behaviors Direct and manage overall third-party/ vendor relationship, participating in planning meetings, managing vendor expectations in terms of support and deliver, providing effective partnership to internal clients and process improvement guidance to leadership to enhance efficiencies, to ensure client experience and revenue results are meeting set objectives Manage & update procedures, and controls, driving a continuous improvement culture with partners internal and external partners to enhance the client experience and improve the efficiency and effectiveness of the implementation process of products Use problem-solving skills that help identify, isolate, and resolve problems and issues in a timely fashion to negate or minimize customer pain points, including documentation of escalated issues in bank complaint tracking system.\n• Lead operationalization efforts for all new product launches, including research requirements as needed for onboarding projects, partnering with internal and external teams.\n• Implements, directs, adheres, and ensures compliance/ controls to all applicable laws, regulations, and company policies and company values.\n• Thought leader leveraging analytical methods and tools, recommending strategy based on insights and sound data driven judgements, drawing from analytical and qualitative data sources, demonstrating results\n• Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis.\n• Product: Ovation Manage day-to-day use of the OvationCXM platform for the servicing teams leveraging the platform Design, build, and deliver training internally/externally to convey an understanding of the products, their usage and functionality, including Ovation platform.\n• Manage the short and long-term roadmaps for the OvationCXM platform within Key Coordinate, monitor, and implement API integrations with 3 rd party vendors via the OvationCXM platform and into other KeyBank systems (Salesforce, + any others) \n• Leverage OvationCXM BI tools to build, monitor, and enhance reporting for the Vendor Servicing business (I.e Ad-hoc research, resolution of daily issues, data requests, reporting requirements, regulatory requests, etc...) \n• Responsible for managing overall data, KPI, and reporting needs in the Vendor Servicing team and preparing reports/KPI’s for monthly and quarterly business cadence events\n• Monitor, track, and report on Net Promotor Score across the Vendor Servicing organization