Jobs at KeyBank

The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, establishing client relationships, and achieving sales goals. They conduct financial wellness discussions, manage client accounts, and collaborate with branch personnel to identify referral opportunities.

The Financial Wellness Associate engages with clients to provide guidance on financial wellness while processing transactions and developing client relationships. They collaborate with team members to improve branch performance and achieve sales goals.

The role involves providing financial reporting and analysis to support executive leadership, with responsibilities in forecasting, performance analysis, and cross-functional collaboration.

Provide transactional servicing and cash handling while identifying client needs to recommend financial products and wellness solutions. Split time between client transactions/support and proactive outreach, meet activity and sales goals, follow compliance and security procedures, partner with branch teammates, and educate clients on digital banking tools.

Lead the Enterprise Data Quality Coverage strategy by implementing and managing data quality rules. Collaborate with stakeholders to enhance data quality processes and ensure trusted data use across functions.

The Institutional Advisor is responsible for managing investment relationships with various institutional clients, focusing on client acquisition, portfolio construction, and delivering tailored investment solutions.

Provide back-office support for new account openings and maintenance for Key Investment Services. Review and process paperwork, handle e-signature questions, respond to advisors, ensure regulatory and AML/Patriot Act compliance, document procedures, research and resolve issues, and participate in process improvement and ad-hoc projects.

Independently manage a portfolio of commercial litigation accounts across stages, review pleadings, update internal systems, coordinate with attorneys/vendors, prepare litigation documentation, manage invoicing, and support process improvements and projects.

Manages and constructs discretionary investment portfolios for high-net-worth clients, advises on asset allocation and strategy, collaborates with relationship teams, drives business growth, ensures compliance, and mentors junior staff while meeting sales and service objectives.

Support day-to-day Control Room operations: maintain watch/restricted lists, manage wall crossings and deal-team tracking, review transactions and research for conflicts or regulatory issues, monitor employee trading, support policies, training, audits, and produce surveillance reports and metrics for senior compliance leadership.

Lead digital student loan product strategy and delivery by translating business goals into technical user stories, managing cross-functional teams, driving product enhancements, monitoring performance, and ensuring stable, scalable mobile and online experiences. Use data-driven decisioning, Agile practices, and stakeholder alignment to improve adoption, engagement, and customer satisfaction.

Manage and improve digital student loan products by translating business needs into technical requirements, partnering with designers and engineers, driving enhancements, analyzing data to inform strategy, supporting releases and production stability, and collaborating across stakeholders to deliver seamless customer experiences.

Senior Client Manager responsible for acquiring, expanding, and retaining middle market commercial clients. Manage deposit, loan and cash management services, prepare agreements, ensure compliance with risk policies, generate cross-sell leads, partner with internal stakeholders to resolve complex client needs, and support bank initiatives and projects.

Deliver consumer analytics and market research to generate insights and hypotheses that drive business growth. Build reports, recommend system enhancements, manage small-to-medium projects, monitor post-initiative results, provide proactive reporting, and remediate technical and client experience issues in collaboration with cross-functional teams.

Provide client-facing financial service transactions and support, identify financial wellness opportunities, educate clients on digital channels, meet activity and sales goals, maintain compliance and cash-handling, collaborate with branch team, and perform occasional outreach and branch duties including weekend work.

Provide transactional servicing (70%) and financial wellness guidance (30%) to clients in-branch and via proactive outreach. Process cash transactions, resolve service issues, identify sales opportunities, educate clients on digital channels, meet activity and outcome goals, follow compliance and security procedures, and support branch performance.

Develop and deliver sales enablement strategy and high‑impact presentations for Cash Management and Merchant Services. Partner cross‑functionally to create playbooks, talk tracks, and launch materials, track adoption, and refine content to improve seller readiness and drive solution adoption and revenue.

Serve clients in-branch and via outreach to process transactions, identify financial wellness needs, provide product recommendations, deepen relationships, meet activity and sales goals, and follow compliance and cash-handling procedures. Hybrid branch role with client engagement, education on digital channels, and occasional Saturday work.

Provide client service and transaction support (70%) and financial wellness guidance (30%) in-branch and via proactive outreach. Process transactions, handle cash, identify financial needs, recommend products, meet activity and sales goals, follow compliance, and partner with branch teammates. May work Saturdays and drive between locations.

The Risk Governance Manager oversees governance activities for Commercial lending, managing risk assessments, regulatory readiness, and executive reporting, while fostering collaboration with business and risk stakeholders.