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  • Private Bank Business Analyst

    KeyBank (Cleveland, OH)



    Apply Now

    Location:

    127 Public Square - Cleveland, Ohio 44114

     

    About the Job

     

    The Analyst will report to the Head of Key Private Bank and support the Regional Executives for The Private Bank. This person will also be responsible for researching, analyzing and coordinating key initiatives for the Private Bank and will participate in many management meetings. This role will be active within all of areas of the Private Bank and will be seen as an advisor who can produce results horizontally across various business units. The projects managed will be focused on identifying, scoping, proposing, capturing and delivering high "mission value added" projects for The Private Bank.

    Essential Job Functions

    + Strong analytical and product management skills, including a thorough understanding of how to interpret client business needs and translate them into application and operational requirements

    + Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of executives, managers and subject matter experts

    + Evaluate and analyze the Private Bank and its various functions by conducting document analysis, attending trade/industry workshops, surveys, site visits, case scenarios

    + Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding.

    + Proactively communicate and collaborate with external and internal clients to analyze information needs and functional requirements

    + Successfully manage multiple initiatives simultaneously driving for results and communicating progress and issues to Senior Management

    + Create and deliver high quality presentation materials to be used by Senior Leadership for various purposes including executive meetings, presentations and town hall meetings.

    Required Qualifications

    + Undergraduate degree in Business, Economic or Finance

    + Exposure to Wealth Management Industry

    + Salesforce experience

    + Ability to query data and leverage analytical insights to influence decision making

    + Understanding of Business Process Management. Data and Systems expertise

    + Experience in and ability to communicate ideas/concepts to senior stakeholders, verbally and in writing

    + Experience in and ability to present training (via phone or live) to various populations

    + Ability to readily adapt to changing business conditions and requests

    + Ability to see both the big picture as well as taking into consideration the impact and associated details

    + Experience with technology projects and understanding of system platforms

    + Strong financial modeling and PowerPoint presentation capabilities

    Job Posting Expiration Date: 06/13/2025

    KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

     

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

     

    KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

     


    Apply Now



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