Teams at KeyBank

The Sr Fiduciary Strategist advises high-net-worth clients on fiduciary responsibilities and estate planning, collaborating with teams to enhance client relationships and ensure compliance with legal standards.

The Financial Wellness Associate assists clients with financial services, provides guidance for financial wellness, and processes transactions while enhancing client relationships. They engage in client conversations, achieve sales goals, and collaborate with team members to support branch performance.

The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.