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Financial Wellness Associate

KeyBank NA
Columbus, OH
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79067747 272513582 Location: 1933 W Henderson - Upper Arlington, Ohio 43220 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key...
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Personal Banker

KeyBank NA
Columbus, OH
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79035511 272452417 Location: 3505 Sullivant Avenue - Columbus, Ohio 43204 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals,...
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Branch Manager

KeyBank NA
Columbus, OH
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78969502 272322199 Location: 88 East Broad Street - Columbus, Ohio 43215 Job ...
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Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and...
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5
Graphic Literacy
4
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4
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Licensed Private Client Banker

KeyBank NA
Columbus, OH
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78938154 272184451 Location: 1933 W Henderson - Upper Arlington, Ohio 43220 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing...
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4
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Production Analyst-Affordable

KeyBank NA
Columbus, OH
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78815634 272018037 Location: 8117 Preston Road, Suite 400 - Dallas, Texas ...
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75225 The Production Analystprovides support for Affordable Housing Mortgage Banking team in reviewing and processing permanent loan requests. Essential Job Functions This position works closely with Affordable Housing Mortgage Bankers (MB) to provide loan origination and deal structuring support. Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products. Model loan submissions in order to determine the viability of loan requests. This function will include direct...
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Workkeys
Applied Math
4
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4
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Commercial Analyst

KeyBank NA
Columbus, OH
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78801564 271670772 Location: 88 East Broad Street - Columbus, Ohio 43215 Job ...
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Summary The Commercial Analyst functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all...
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Workkeys
Applied Math
4
Graphic Literacy
4
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5
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Financial Wellness Banker

KeyBank NA
Columbus, OH
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78454836 270356388 Location: 3944 Powell Road - Powell, Ohio 43065 Job ...
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Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique...
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Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
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Personal Banker

KeyBank NA
Columbus, OH
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78172725 269643108 Location: 1710 N High Street - Columbus, Ohio 43201 Job ...
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About the job:
Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals,...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information
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