Teams at KeyBank

Support development and execution of compliance risk assessment and monitoring programs; perform data analysis, reporting, dashboards, and executive governance materials; identify trends, support remediation tracking, and improve GRC reporting and automation.

The Private Client Advisor focuses on investment services for Mass Affluent clients, leveraging financial wellness and planning to grow client relationships and achieve sales targets.

Act as trusted financial advisor to commercial clients, acquire and grow relationships, cross-sell banking products, lead credit underwriting and portfolio management, prospect and build referral networks, coordinate cross-functional teams, and manage risk and compliance.