Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Deposit Portfolio Manager

  • Mar 2016 - Present

  United States Provides loan and deposit portfolio management, credit monitoring and documentation support for an assigned portfolio of relationships who maintain a material level of credit exposure with Key Private Bank. The KPBRM helps lead and support the efforts of the KPB market sales teams as the first line of defense in achieving their revenue and risk management goals. The KPBPM works in strong partnership with market sales teams, Credit Administration and other internal and external partners to… Show more Provides loan and deposit portfolio management, credit monitoring and documentation support for an assigned portfolio of relationships who maintain a material level of credit exposure with Key Private Bank. The KPBRM helps lead and support the efforts of the KPB market sales teams as the first line of defense in achieving their revenue and risk management goals. The KPBPM works in strong partnership with market sales teams, Credit Administration and other internal and external partners to help drive the financial performance of the team’s revenue and risk management goals through portfolio management activities including monitoring clients with large KPB credit exposures, working directly with the Portfolio Management Group and Credit Campus to ensure efficient deal flow and enforcement of timely collection of on-going covenant compliance verification, collection and ongoing financial statements, efficient handling of maturing and expiring loans and enforcement of collection of past due and undermargin loans. The KPBPM will also have deposit product portfolio management responsibilities including management of the deposit exception report. Show less



KeyBank

• Manager Key Total Treasury Call Support/Key Business Online Enrollment Team



KeyBank

• United States
• Banking
• 700 & Above Employee

• Sales Support - Key PrivateBank

  • Apr 2016 - Dec 2023

  100 Public Square Provide credit and depoist support and guidance to KPB Sales team to enhance and retain current KPB relationships and obtain new KPB clients. Manage, track and monitor short term exception pricing requests to ensure the objective the rate exception is being met. Perform quarterly compliance testing to safeguard against risk. Manage SharePoint site which house information to aid the Line of Business to effectively service clients. Operational resource for Client Experience Associate… Show more Provide credit and depoist support and guidance to KPB Sales team to enhance and retain current KPB relationships and obtain new KPB clients. Manage, track and monitor short term exception pricing requests to ensure the objective the rate exception is being met. Perform quarterly compliance testing to safeguard against risk. Manage SharePoint site which house information to aid the Line of Business to effectively service clients. Operational resource for Client Experience Associate, Client Strategist Associate Relationship Managers, Wealth Advisors. Participate on projects to develop new KPB products and improve services.

• Manager, Key Total Treasury Call Support/Key Business On Line Enrollment Team

  • Oct 2010 - Dec 2023

  Cleveland I currently manage 3 teams totalling 12 team members. The Key Business On Line (KBO) team is responsibile for the verification of incoming applications, assigning user ID's and passwords to authorized individuals and the onboarding and training of Key Bank's business clients on the KBO on line banking site. . Key Total Treasury Call Support is a high risk department that handles incoming calls from business clients to assist in them with the ability to access their accounts online… Show more I currently manage 3 teams totalling 12 team members. The Key Business On Line (KBO) team is responsibile for the verification of incoming applications, assigning user ID's and passwords to authorized individuals and the onboarding and training of Key Bank's business clients on the KBO on line banking site. . Key Total Treasury Call Support is a high risk department that handles incoming calls from business clients to assist in them with the ability to access their accounts online, troubleshooting various technical issues and the ability to recognize "red flags" escalating them as needed. Previous experience: The Key Capture or Remote Deposit team is responsible for the installation, training and troublshooting for the Key Capture product. We also serve as third level support for any scanner issues that are escalated for additional servicing. Clients in a timely manner to discuss and audit thier Key Capture service ensuring the product is being used within Key Bank's guidelnes.

• Relationship Manager

  • Mar 2007 - Oct 2010

  Responsibile for enhancing banking relationship of 700 clients.

• Relationship Associate

  • Jan 1997 - Mar 2007

  Managed high revenue client relationships by encouraging them to contine to build their relationship with KeyBank.