KeyBank

Account Manager

• Serve as relationship manager and financial advisor to Business Banking clients
• Introduce Business Banking products, capabilities, and comprehensive solutions
• Acquire new relationships and manage and grow existing client relationships
• Act as the primary contact and trusted financial advisor for client-related matters
• Drive growth and business development by analyzing client businesses, industries, data, and trends
• Educate clients on KeyBank capabilities and products such as cash management, payments, and equipment finance
• Prospect through identification, qualification, and calling; develop a Center of Influence referral network
• Assemble cross-functional teams to respond to customer requests and identify cross-sell opportunities
• Improve functional, technical, sales, and credit expertise and transfer knowledge to team members
• Partner with Credit as the first-level sponsor for credit decisions
• Lead and participate in credit processes, including underwriting, structuring, and portfolio management
• Maintain accountability for portfolio activities and issues, sound asset quality, and accurate risk assessment
• Comply with KeyBank policies and procedures and conduct business ethically

Business Banking Relationship Manager

• Serve as relationship manager and financial advisor to Business Banking clients
• Introduce core Business Banking products, differentiated capabilities, and comprehensive solutions
• Acquire new relationships and manage and grow existing client relationships
• Act as the primary contact and trusted financial advisor for most client-related matters
• Drive growth and business development by understanding client businesses, industries, data, and trends
• Educate clients on KeyBank capabilities and banking solutions, including cash management, payments, and equipment finance
• Prospect through identification, qualification, and calling; develop a Center of Influence referral network
• Assemble cross-functional teams to respond to customer requests and identify cross-sell opportunities
• Improve functional, technical, sales, and credit expertise and transfer knowledge to team members
• Partner with Credit as the first-level sponsor for credit decisions
• Lead and participate in credit processes, including underwriting, structuring, and portfolio management
• Maintain accountability for portfolio activities and issues and ensure sound asset quality and accurate risk assessment
• Comply with KeyBank policies and procedures and conduct business ethically

Planner

• Originate, plan, market, execute, and follow up on corporate access activity across NDRs, conferences, field trips, analyst marketing, group meetings, and related events
• Plan and execute events and one-on-one schedules from initial idea through post-event follow-up
• Manage schedules, logistics, travel, venues, materials, registration, day-of changes, and issue resolution
• Own day-to-day planning for assigned analysts, covered companies, and sectors
• Develop access opportunities around earnings, conferences, initiations, thematic work, investor demand, and franchise priorities
• Serve as an execution contact for IR officers, management teams, investors, analysts, sales, and internal leaders
• Create and distribute invitations, announcements, itineraries, agendas, and related materials
• Partner with sales to identify priority investors, track interest, fill schedules, and drive targeted-account participation
• Maintain accurate event, attendance, request, cancellation, and corporate data in iPlanner and other systems
• Support resource-consumption reporting, broker vote preparation, account reviews, client strategy, and resource-allocation decisions
• Follow research independence, information-barrier, MNPI, gifts and entertainment, expense, and other KeyBank policies
• Manage costs responsibly and recommend workflow improvements

Corporate Access Planner

Financial Planning and Analysis

• Originate, structure, and distribute Public Finance solutions to Affordable Housing borrowers
• Network inside and outside the company to broaden business knowledge and effectiveness
• Participate in industry-related associations and establish a financial-community network
• Act as primary banker and advisor for major clients
• Lead client meetings, including negotiations on financing pricing or structure
• Draw on company resources to expand client relationships and deliver value
• Monitor emerging client trends and understand client strategies and market opportunities
• Modify proposals and plans in response to client concerns and suggestions
• Develop and maintain important client relationships and generate revenue
• Demonstrate the organization's value in clients' financial strategies and measures
• Coordinate product, sales, and service units to deliver client value
• Contribute to client profitability
• Partner with Public Sector and Fixed Income peers to provide high-quality client solutions and service
• Provide technical and developmental support to junior team members
• Assemble balanced, diverse teams to provide high-quality solutions and service
• Analyze problems, identify constraints, implement solutions, resolve crises, and follow up on resolution
• Identify efficiencies in client service delivery
• Execute strategy within corporate guidelines and policies
• Perform other duties as assigned and comply with KeyBank policies and procedures

Director, Public Finance – Affordable Housing

Associate

• Source, prepare, validate, and analyze data for Corporate Information Security, Physical Security, Fraud, and other ESS stakeholders
• Independently deliver moderate to complex analyses and reports using large datasets and tools such as Python, SQL, Google Cloud, Tableau, Power BI, and similar platforms
• Translate data into business intelligence insights, reports, and analysis that answer business questions and support decision-making
• Identify, anticipate, and clarify business needs and determine how to obtain the right information
• Automate, standardize, and maintain recurring reports and dashboards
• Communicate key points to stakeholders with the appropriate level of detail
• Document solutions and create procedures supporting testing, validation, and production continuity
• Review junior staff work and provide input, direction, and mentorship
• Partner with technology and business teams to develop business intelligence solutions, process improvements, automations, and reports
• Lead stakeholder conversations and deliver solutions considering impacts across teams and lines of business

Senior Data & BI Associate, ESS Reporting & Insights

Product Manager

• Lead a team responsible for the strategy, development, and performance of consumer banking products
• Design, develop, and manage consumer banking products and services
• Oversee product acquisition strategies, credit decisioning processes, and portfolio performance metrics
• Collaborate with internal stakeholders to enhance product offerings and service delivery
• Use industry research, competitive intelligence, and data insights to identify and target profitable client segments
• Identify and resolve product and system inefficiencies affecting client acquisition and relationship deepening
• Manage vendor relationships supporting product delivery and innovation
• Coach, mentor, and develop team members to achieve performance goals and foster professional growth
• Define product vision and roadmap aligned with organizational goals, market trends, and customer demands
• Oversee the product lifecycle from ideation and development through launch and ongoing optimization
• Prioritize customer needs, behaviors, and feedback in product decisions
• Assess and mitigate regulatory, operational, and financial risks throughout the product lifecycle
• Analyze complex challenges and develop data-driven solutions to improve product performance and customer satisfaction
• Manage a product suite by prioritizing investments and balancing risk and return
• Drive continuous improvement and introduce new ideas to enhance products and competitive advantage
• Collaborate with marketing teams on product positioning, go-to-market strategies, customer acquisition, and engagement
• Perform other duties as assigned; duties and responsibilities may change

Consumer Bank Product Manager II

Strategist

• Serve as the primary advisor for ultra-high-net-worth families with $25MM+ in investible assets
• Develop and execute comprehensive, multi-generational wealth strategies
• Collaborate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to deliver holistic solutions
• Maintain command of Key’s Family Wealth value proposition and family office capabilities
• Act as the primary point of contact for internal and external UHNW referrals
• Source new relationships through Centers of Influence, professional networks, and strategic events
• Drive revenue growth through new business acquisition and expansion of existing relationships
• Lead onboarding for new families and deliver a seamless, personalized experience
• Own the high-touch client experience
• Develop and document tailored client strategies
• Partner with the Family Office Director to ensure service excellence and continuity
• Engage and retain next-generation family members
• Comply with KeyBank policies and procedures and act in clients’ best interests
• Perform other duties as assigned

Family Wealth Strategist

• Lead a team responsible for the strategy, development, and performance of consumer banking products
• Design, develop, and manage consumer banking products and services
• Oversee product acquisition strategies, credit decisioning processes, and portfolio performance metrics
• Collaborate with internal stakeholders to enhance product offerings and service delivery
• Use industry research, competitive intelligence, and data insights to identify profitable client segments
• Identify and resolve product and system inefficiencies affecting client acquisition and relationship deepening
• Manage vendor relationships supporting product delivery and innovation
• Coach, mentor, and develop team members
• Define product vision and roadmap aligned with organizational goals, market trends, and customer needs
• Oversee the product lifecycle from ideation and development through launch and ongoing optimization
• Prioritize customer needs, behaviors, and feedback in product decisions
• Drive continuous improvement, streamline processes, and improve product delivery, scalability, and profitability
• Collaborate with marketing teams on product positioning, go-to-market strategies, customer acquisition, and engagement
• Communicate product vision, strategy, and value propositions to stakeholders, customers, and cross-functional teams
• Perform other duties as assigned and comply with KeyBank policies and procedures

• Perform financial analysis and prepare underwriting documents for multimillion-dollar corporate credit requests
• Obtain initial approval for new credit exposure, including revolving credit facilities, term loans, leases, foreign exchange products, derivatives, and ancillary products
• Amend existing credit exposure
• Conduct ongoing credit monitoring and risk rating for a portfolio of corporate clients
• Review legal documentation and assist product partners with cross-selling bank products
• Gather and analyze client financial data, spread financial statements, calculate credit metrics, identify risks and mitigants, and assess creditworthiness
• Model future financial performance, including downside scenarios
• Assist bankers, business partners, and relationship managers in transaction structuring
• Perform enhanced leveraged cash flow due diligence when appropriate
• Prepare thorough credit underwriting documents covering risks, mitigants, industry concerns, market share trends, and financial trends
• Ensure compliance with KYC, MCA/Patriot Act, OFAC, and beneficial ownership requirements
• Manage approval processes for lending commitments, amendments, waivers, and consents
• Review and maintain credit agreements, guarantees, security pledges, and collateral documentation
• Monitor covenant compliance, liquidity, earnings trends, management capability, and portfolio performance
• Maintain data integrity and timely risk ratings in Key's systems and reporting
• Identify potential problem accounts and collaborate with the Asset Recovery Group
• Establish and maintain client relationships; attend management presentations and bank meetings; conduct plant/site visits
• Identify new underwriting and additional bank product opportunities
• Contribute to industry-group white papers
• Provide guidance and feedback to analysts
• Gather and prepare data for ad hoc requests
• Perform other assigned duties and comply with KeyBank policies, procedures, ethics, and client-first standards

Associate Portfolio Management, Diversified

Financial Crime

• Review and decide alerts or transactions that may lead to an AML investigation or CIP/OFAC escalation
• Provide operational support for AML functions, including periodic reconcilements, daily report or alert monitoring and processing, and regulatory reporting
• Perform in-depth research using internal banking systems and external open-source systems
• Complete assigned reports and research tasks accurately and timely to support regulatory reporting and mitigate operational risk
• Develop rapport and communication with Compliance and LOB partners
• Identify and escalate potentially suspicious information
• Recommend improvements to policies, procedures, and processes
• Perform end user testing as needed
• Provide associate training
• Work independently with minimal supervision

AML Detection Specialist

Compliance

• Lead and develop a data security governance team responsible for database activity monitoring, centralized encryption key management, certificate lifecycle management, hardware security module support, and encryption and masking governance
• Direct database activity monitoring capabilities, including alert tuning, detection methodology, monitoring use cases, whitelist governance, session monitoring, deployment support, and production issue resolution
• Establish data protection requirements, governance expectations, control considerations, and implementation guidance aligned with enterprise security standards and risk management objectives
• Manage centralized encryption key management governance, including key request approvals, lifecycle oversight, key health monitoring, failover planning, automation improvements, and application team support
• Oversee certificate lifecycle management, including enrollments, renewals, re-issuances, revocations, expiration monitoring, outage prevention, certificate authority relationships, and industry-standard alignment
• Provide governance and operational oversight for hardware security module capabilities, including Atalla support, master key management, security policy configuration, cryptographic key generation, and control procedures
• Improve understanding and governance of cryptographic assets, including keys, certificates, services, algorithms, dependencies, ownership, and lifecycle considerations
• Drive a post-quantum cryptography readiness program covering inventory, prioritization, stakeholder engagement, governance requirements, migration planning, and capability development
• Collaborate with Security Architects to maintain a team capabilities roadmap aligned with enterprise security priorities and future-state data protection needs
• Provide oversight for data encryption and masking governance, including field-level encryption, key management requirements, application encryption processes, and control procedures
• Partner with Security Engineering, Cyber Defense, Cloud, Infrastructure, application teams, DAO stakeholders, vendors, and business partners on data security controls and remediation
• Develop governance procedures, metrics, reporting, and executive-ready updates demonstrating control effectiveness, operational health, risk reduction, and program maturity
• Support audit, regulatory, risk, and compliance inquiries with evidence of control design, operating effectiveness, issue remediation, and adherence to internal standards
• Drive continuous improvement through automation, process maturity, service reliability, documentation quality, and scalable data security tools and operating models

Data Security Governance Manager

Vice President

• Manage all aspects of the Native American Financial Services portfolio of tribal clients
• Underwrite loans and other credit products for complex tribal governments and business enterprises
• Review and structure loan documentation with legal counsel
• Monitor credit, portfolio trends, covenant compliance, liquidity, earnings trends, management capability, and risk ratings
• Communicate with tribal and enterprise CFOs and legal teams representing the bank and client
• Formulate credit structures, approval recommendations, and hold recommendations with Relationship Managers
• Participate in syndicated loan transactions as Administrative Agent and Participant lender
• Gather and analyze financial data, spread financial statements, calculate credit metrics, identify risks and mitigants, and assess creditworthiness
• Model future financial performance and downside scenarios
• Lead transaction structuring with Business Partners, Bankers, and Relationship Managers
• Prepare credit underwriting documents covering risks, mitigants, industry concerns, market trends, and financial trends
• Manage approvals for lending commitments, amendments, waivers, and consents
• Maintain credit agreements, guarantees, security pledges, and collateral documentation
• Identify potential problem accounts and coordinate with the Asset Recovery Group
• Maintain direct client relationships, attend management presentations and bank meetings, and conduct site visits
• Evaluate formation documents and contracting authorities of tribal governments and enterprises
• Develop industry analytics and financial capacity guidelines for tribal governments
• Guide and provide feedback to Analysts and Associates
• Gather and prepare data for ad hoc requests
• Perform other assigned duties and comply with KeyBank policies and Code of Conduct

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

Strategy

• Develop and execute a comprehensive Wealth attachment strategy aligned with Commercial Bank growth objectives
• Identify opportunities to expand Wealth engagement across existing and prospective Commercial Bank clients
• Analyze portfolio trends, client demographics, ownership structures, and market dynamics to prioritize opportunities and target resources
• Establish best practices and engagement models that increase Wealth awareness and client penetration
• Identify liquidity events, succession planning needs, business transitions, asset monetization opportunities, and wealth transfer strategies
• Partner with Relationship Managers and client-facing teams to uncover wealth planning opportunities
• Support strategic client discussions positioning Wealth capabilities within broader relationship strategies
• Develop frameworks and tools to help Commercial Banking teams recognize and refer Wealth opportunities
• Increase utilization of Business Advisory Services, Private Banking, Trust Services, and Family Office Solutions
• Facilitate referrals and introductions between Commercial Banking and Wealth partners
• Promote coordinated delivery of wealth planning, fiduciary, lending, and advisory solutions
• Lead coordinated coverage planning between Commercial Banking and Wealth teams
• Establish joint calling strategies, client planning processes, and relationship development initiatives
• Build and manage a pipeline of Wealth opportunities across the Commercial Bank portfolio
• Monitor referral activity, engagement levels, conversion rates, and attachment metrics
• Provide regular reporting and actionable insights to leadership
• Drive accountability for referral generation, follow-up activity, and business outcomes

Commercial Wealth Strategy Lead

Business Analyst

• Execute strategic projects to enhance Salesforce and nCino platform capabilities
• Work with line-of-business and technology colleagues to elicit, capture, and translate business requirements into technical requirements
• Schedule and lead requirements-gathering sessions with cross-functional partners and external vendors
• Lead discovery and deep-dive sessions to document current state, pain points, and improvement opportunities
• Document current and future state processes using process flow diagrams and other process design tools
• Lead brainstorming, design, and solution meetings with business users and technology teams
• Represent end users to ensure system functionality and solutions meet business needs
• Serve as a subject matter expert on development projects from inception through design and implementation
• Capture and expand user stories and convey detailed requirements to the development team
• Write acceptance criteria and test scripts throughout development and release management
• Analyze and research system dependencies to reduce system and process issues
• Coordinate, execute, and obtain sign-off for testing with teams and end users
• Assist with change management activities and documentation
• Assist with prioritizing project backlogs and influencing the broader system/product backlog
• Partner with product owners to communicate project details and progress

Salesforce/nCino Business Analyst

Engineer

• Design, build, and continuously improve the reliability, availability, and recoverability of KeyBank technology platforms across on-premises, hybrid, and cloud environments
• Design and code automation to reduce operational toil and replace manual runbooks with orchestrated, auditable failover and recovery workflows
• Develop and maintain infrastructure-as-code, scripts, and pipelines to provision, configure, and validate recovery environments
• Build self-healing patterns, health checks, and automated validation to confirm recoverability
• Partner with application and infrastructure teams to assess architecture for reliability, redundancy, and recoverability
• Define, measure, and support SLIs, SLOs, and error budgets for critical services
• Ensure architecture meets RTO and RPO targets
• Plan and execute disaster recovery tests and targeted fault-injection/chaos experiments
• Improve monitoring, alerting, and observability to detect service degradation early
• Facilitate resiliency and architecture reviews, tabletop exercises, and cross-team recovery walkthroughs
• Provide subject-matter expertise on reliability engineering practices and drive adoption across technology teams
• Produce examiner-ready documentation and evidence aligned with KeyBank policies, standards, and regulatory requirements

Business Banking Relationship Manager

Business Banking Relationship Manager

Corporate Access Planner

Director, Public Finance – Affordable Housing

Senior Data & BI Associate, ESS Reporting & Insights

Consumer Bank Product Manager II

Family Wealth Strategist

Consumer Bank Product Manager II

Associate Portfolio Management, Diversified

AML Detection Specialist

Data Security Governance Manager

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

Commercial Wealth Strategy Lead

Salesforce/nCino Business Analyst

Resiliency Engineer