KeyBank

Auditor

• Lead and execute all phases of project risk reviews, including planning, fieldwork, reporting, and issue validation
• Conduct walkthroughs and testing procedures to evaluate governance, risk management, and internal controls
• Review project status reporting, governance artifacts, risk registers, issue logs, and key performance indicators
• Identify, assess, and communicate project risks, control weaknesses, implementation concerns, and regulatory compliance issues
• Draft audit findings, observations, executive summaries, and reporting deliverables for senior management and audit leadership
• Escalate significant concerns to project leadership and monitor remediation efforts through completion
• Coordinate integrated reviews involving multiple audit teams and subject matter experts across risk domains
• Test adherence to enterprise project management standards, governance frameworks, policies, and regulatory requirements
• Evaluate risks and controls associated with technology-enabled transformation initiatives and emerging technologies
• Contribute to Internal Audit's project and technology risk oversight capabilities

Senior Lead Auditor

Client Partner

• Collaborate with partners to acquire, expand, and retain business and commercial clients
• Serve as the first point of contact for customer service needs, inquiries, and problems
• Maintain and manage cash management services, including project completion and tracking
• Manage product/service updates, new service introductions, and compliance projects
• Prepare, deliver, and review agreements
• Adhere to Risk policies and procedures, including QV and Risk Testing initiatives
• Conduct research to support ongoing client needs
• Generate cross-sell leads and participate in regular bank initiatives
• Partner with internal stakeholders to address complex client needs
• Make timely, risk-aware decisions and take ownership of outcomes
• Set clear objectives, define priorities, and manage time effectively
• Analyze information from various sources to draw conclusions and develop solutions
• Support KeyBank's compliance culture and comply with company policies and procedures
• Perform other duties as assigned

Senior Client Manager – Commercial Banking

Planner

• Deliver financial planning experiences to Key Private Bank high net worth clients and prospects
• Work closely with Relationship Managers to acquire and deepen relationships by increasing planning engagement
• Support prospect and Centers of Influence engagements
• Support Essential Planning opportunities and lead Advanced Planning conversations
• Advise on risk management, estate and wealth transfer planning, portfolio management, executive compensation, and business succession planning
• Participate in prospect, client, and COI meetings as a financial planning expert
• Collaborate with Relationship Managers to advise clients on age milestones, life events, and children/wealth planning opportunities
• Partner with Fiduciary, Insurance, and Investment teammates to deliver planning services
• Provide in-market financial planning support and coaching to Relationship Managers
• Develop Relationship Manager skills focused on Essential Planning priorities
• Support internal and external planning content development projects
• Contribute planning thought leadership to Key Wealth Institute
• Comply with KeyBank policies and procedures and act in clients' and Key's best interests

Wealth Planner

• Collaborate with partners to acquire, expand, and retain business clients with treasury management and enterprise payments needs
• Serve as the first point of contact for customer service needs, inquiries, and problems
• Maintain cash management services for existing clients, including project completion and tracking
• Manage product/service updates, upgrades, service-level enhancements, and compliance projects
• Prepare, deliver, and review agreements
• Adhere to Risk policies and procedures, including ECP Risk Testing initiatives
• Conduct research in conjunction with ongoing client needs
• Generate cross-sell leads to sales teams and participate in Client Management sales initiatives
• Partner with the Implementation Specialist Team on complex client implementations
• Manage new product setup requests, Client Service Orders, service-level compliance, technical support, client training, and client satisfaction
• Work with the Customer Account Maintenance Group on maintenance requests within established service-level agreements

Senior Client Manager, Middle Market

Sales Operations Manager

• Lead complex projects and initiatives from planning through implementation
• Lead business enablement execution supporting Business Development and Partnerships
• Translate business priorities into scalable processes, templates, tools, content, reporting, and operating routines
• Lead business enablement strategies, including go-to-market planning, partner activation, and team readiness
• Develop and govern reusable templates, playbooks, pitch materials, presentations, communications, training resources, and other enablement tools
• Create clear, compelling, and compliant materials for new business efforts and existing partner relationships
• Establish scalable intake, prioritization, workflow, content-management, and project-management practices
• Use reporting, dashboards, and performance insights to monitor adoption, execution, and outcomes
• Synthesize business, partner, customer, and market insights into thought leadership and executive-ready recommendations
• Lead change management for go-to-market strategies, product launches, and process updates
• Promote a strong risk and control environment through documentation, approvals, disclosures, issue escalation, and policy adherence
• Partner with mid- to senior-level leaders and cross-functional teams including Marketing, Legal, Risk, and Compliance
• Review deliverables, coach others, mentor team members, and potentially manage direct reports
• Perform other duties as assigned and comply with KeyBank policies and procedures

Sales Enablement Manager, Healthcare

Financial Planning and Analysis

• Drive the financial performance and strategic market expansion of the Commercial Bank
• Partner with Regional Sales Executives in the Commercial Bank as a financial and strategic advisor
• Provide monthly and quarterly reporting on financial results, performance against targets, and strategic initiatives
• Own the short- and long-term forecasting process
• Develop or enhance driver-based forecast models for the Commercial Bank loan portfolio and associated fees
• Develop full-funnel reporting for new-market performance and profitability
• Perform ad hoc market-performance analyses, including post-mortem analyses
• Present to senior leadership monthly or quarterly, translating business-driver trends into forward-looking risks and opportunities
• Complete required external and regulatory reports
• Research miscellaneous items and complete ad hoc analyses
• Build strong working relationships with business-unit leadership, peers, and partners

Senior Finance Analyst – Middle Market

Account Manager

• Originate and manage a portfolio of community development loans and equity investments, including affordable housing, LIHTC projects, and other CRA-qualified activities
• Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry
• Develop marketing strategies and plans for specific regions and clientele
• Cross-sell financial solutions and bank products
• Negotiate and structure transactions to ensure long-term viability of real estate investments
• Collaborate with credit, legal, compliance, CRA, and risk partners to structure deals and ensure smooth transition
• Monitor industry trends and competitive landscape
• Develop and maintain relationships with nonprofit organizations, CDFIs, housing developers, and public sector partners
• Represent the bank at community events, industry conferences, and stakeholder meetings
• Manage a regional market and contribute to the growth of KeyBank's national affordable housing platform
• Comply with KeyBank policies, procedures, and Code of Conduct

Senior Relationship Manager, Community Development Lending

Vice President

• Identify, develop, and close end-user-based equipment finance and leasing transactions
• Manage a territory of approximately $45MM
• Directly solicit companies and collect appropriate customer and transaction information
• Maintain the client management system
• Package and price transactions to meet business objectives
• Develop business and prospect for new opportunities
• Manage existing client relationships
• Structure transactions in line with product offerings, residual, and pricing guidelines
• Apply Key's risk philosophy when reviewing customer financial statements
• Build collaborative business relationships within a Bank market
• Cover middle-market and small corporate companies meeting credit criteria
• Articulate industry positioning, findings, and trends to internal and external constituents
• Cultivate relationships across Credit, BPU, and Syndications / KeyBanc Capital Markets teams
• Perform other duties as assigned
• Comply with KeyBank policies and procedures

Senior Vice President – Equipment Finance

Human Resources

• Provide guidance, coaching, advice, and consultation to managers and employees on standard to moderately complex Employee Relations matters
• Interpret and apply policy, support business objectives, mitigate risk, strengthen manager effectiveness, and facilitate employee engagement
• Triage Employee Relations inquiries and determine appropriate next steps, including consultation, documentation, referral, or escalation
• Escalate complex, sensitive, investigatory, legal, compliance, or high-risk matters to appropriate stakeholders
• Create thorough, timely, and accurate consultation and employment-action documentation in a centralized case system
• Provide timely, professional, and responsive support to employees and managers
• Review and provide feedback on Performance Improvement Plans, termination documentation, and manager correspondence
• Maintain confidentiality and discretion when handling sensitive Employee Relations matters and information
• Identify Employee Relations issues and trends and escalate potential risks
• Respond to unemployment insurance claim requests by gathering data, preparing responses, and partnering with stakeholders
• Participate in projects, implementation activities, and line-of-business policy reviews
• Comply with Key policies and procedures and act in the best interests of Key’s clients and Key

Employee Relations Consultant

• Source new client relationships and manage existing client relationships
• Work with deal teams to underwrite, structure and document new credit opportunities
• Manage a portfolio of relationships with primary responsibility for managing risks, driving revenue and serving as the client’s primary contact within IREG
• Work with product partners including the Commercial Mortgage Group, Real Estate Syndications, Real Estate Investment Banking and Enterprise Commercial Payments to generate diversified income
• Work closely with Credit Risk Management on risk underwriting, reporting and monitoring of credit extended to clients
• Provide prospects and clients creative solutions to efficiently finance their real estate portfolios/businesses
• Develop and maintain close client relationships and provide balance sheet lending and off-balance sheet financing options within the bank’s risk tolerance
• Synthesize portfolio financial data and assess risks of extending structured credit products
• Lead internal deal teams and communicate with teammates, product partners, borrowers and prospects
• Mentor, coach and develop Relationship Managers, Analysts and Associates
• Lead sales and prospecting activities aligned with targeted business growth strategies
• Work in the office most days; frequent travel may be required

Senior Relationship Manager, Institutional Capital Group

Advisor

• Serve as a trusted advisor, guiding clients through complex estate planning decisions
• Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures
• Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes
• Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses
• Review wills, trusts, and existing estate arrangements to identify optimization opportunities
• Create and deliver comprehensive wealth planning solutions with KPB Wealth Planners
• Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions
• Build and maintain long-term relationships with high-net-worth individuals and family offices
• Handle sensitive financial and estate matters with confidentiality and discretion
• Stay updated on estate laws, tax regulations, and fiduciary requirements
• Identify and mitigate legal and financial risks associated with estate structures
• Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances
• Serve as an in-market subject matter expert on estate planning issues
• Develop and deliver estate-planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners
• Educate clients through seminars, workshops, and consultations
• Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices
• Support KPB regional and market leadership in promoting advanced planning capabilities and internal collaboration
• Monitor industry trends, legislative changes, and emerging estate planning opportunities
• Contribute to Key's growth and reputation as a leading provider of estate planning for high-net-worth clients
• Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned without notice
• Comply with KeyBank policies and procedures

Estate Planning Advisor

Analyst

• Assist senior team members in managing client relationships
• Review and process credit requests
• Monitor existing transactions
• Perform financial analysis and real estate due diligence
• Support transaction underwriting and credit structuring
• Assist with portfolio management
• Create client-tailored marketing materials
• Interface with clients

Analyst, ICG

Strategist

• Develop sustainable audit strategies for the planning, fieldwork, and reporting phases of risk reviews
• Complete walkthroughs and interact with line-of-business personnel
• Perform and document internal-control testing
• Ensure adherence to required laws and regulations
• Draft audit findings and reporting deliverables
• Identify risks and controls associated with business functions
• Lead complex stand-alone and integrated reviews or ad-hoc projects
• Manage assigned staff and deliver performance feedback
• Monitor changes and best practices in the area of subject matter expertise
• Provide updates to RRG senior leadership and/or staff
• Prioritize and execute multiple assignments, communicate delays or capacity availability, and delegate work when necessary
• Present audit findings and other audit matters to senior and executive management
• Participate in ongoing risk intelligence activities and risk-review-related training
• Perform other duties as assigned

Senior Audit Strategist

Business Intelligence Analyst

• Prepare, validate, analyze, and submit assigned FR Y-14M/Q regulatory reports to the Federal Reserve
• Serve as a subject matter expert on assigned regulatory reports, schedules, and reporting requirements
• Coordinate reporting activities across multiple stakeholders to ensure timely regulatory submissions
• Perform manual adjustments, validation checks, and edit checks
• Execute regulatory reporting controls and governance activities
• Identify, assess, and escalate reporting risks, process gaps, control deficiencies, and data quality concerns
• Maintain documentation, evidence retention, and control execution in accordance with internal policies and regulatory expectations
• Analyze large data sets and investigate variances, trends, and anomalies
• Develop and enhance reporting metrics, monitoring routines, and analytical procedures
• Support regulatory reporting changes, transformation, data modernization, process optimization, and issue remediation
• Partner with Risk, Finance, Governance, Treasury, Data Management, Technology, and business stakeholders
• Develop cross-functional expertise to strengthen business continuity, organizational resilience, and reporting governance

Senior Regulatory Reporting Analyst

• Prepare, analyze, and submit assigned FR Y-14M/Q regulatory reports
• Serve as a subject matter expert on assigned regulatory reports, schedules, and reporting requirements
• Interpret new and revised regulatory requirements and assess impacts on reporting processes, data, controls, and governance frameworks
• Coordinate reporting activities across multiple stakeholders for timely regulatory submissions
• Provide technical guidance and mentorship to analysts and peers
• Execute regulatory reporting controls and governance activities
• Identify, assess, and escalate reporting risks, process gaps, control deficiencies, and data quality concerns
• Support RCSA, issue management, control testing, remediation, internal audits, regulatory examinations, and compliance reviews
• Analyze large data sets, investigate variances, trends, and anomalies, and perform reconciliations and validations
• Develop and enhance reporting metrics, monitoring routines, and analytical procedures
• Implement regulatory reporting changes and improve reporting efficiency, automation, controls, and data governance
• Define business requirements and support system enhancements and strategic reporting transformation initiatives