financial associate

Experior Financial Group- Financial Associate

Job SummaryFinancial Associate AgentExperior Financial GroupRole OverviewWe are seeking licensed life insurance agents who are passionate about financial literacy and ready to grow their own business with structure and support.Ideal For:<ul><li>Professionals seeking part-time income alongside another role</li><li>Full-time agents ready to scale their book of business</li><li>Ambitious individuals pursuing a pathway to agency ownership</li></ul>Who You Are:<ul><li>Licensed in Life Insurance</li><li>Sales experience (preferred)</li><li>Self-motivated, goal-oriented, and achievement-driven</li><li>Process-oriented and comfortable following systems</li><li>Enjoy building relationships and educating clients</li><li>Ready to begin immediately</li></ul>What You Gain:<ul><li>Structured onboarding and mentorship</li><li>Proven systems and business tools</li><li>Collaborative environment</li><li>Access to top carriers</li><li>Commission and residual income</li><li>Defined advancement track: Agent &rarr; Senior Agent &rarr; Executive Director &rarr; Agency Owner</li></ul>Whether you&rsquo;re looking to supplement income, build a full-time career, or step into business ownership, this opportunity scales with you.How to ApplyReady to build something meaningful and help families along the way? Apply online. If you have additional questions, please contact rgraves@experiorfinancialgroup.com.Job Types: Full-time, Part-timePay: From $1,500.00 per monthApplication Question(s):<ul><li>This is a commission-based opportunity. Are you comfortable building your own client base and working with a team?</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Language:<ul><li>English or Spanish (Preferred)</li></ul>License/Certification:<ul><li>Life Insurance License (Preferred)</li></ul>Work Location: Remote

Financial Associate- Licensed Life Insurance Agent

Ohio Department of Rehabilitation and Correction (ODRC)

<div>
 
 What You&rsquo;ll Do
 
 
 
 This position works under immediate supervision and requires some knowledge of accounting systems and procedures
 
 
 <ul>
 <li>
 Performs data entry chartfield coded Request to Purchases into OAKS
 </li>
 <li>
 Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers
 </li>
 <li>
 Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)
 </li>
 <li>
 Prepares local funds for voucher payments
 </li>
 <li>
 Validates all types of vouchers for management approval
 </li>
 <li>
 Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds
 </li>
 <li>
 Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges
 </li>
 <li>
 Reconciles discrepancies
 </li>
 <li>
 Verifies appropriation sources
 </li>
 <li>
 Matches invoices to delivery receipts and purchase orders
 </li>
 <li>
 Places invoices in recaps, determining total amount of recap and voucher numbers
 </li>
 <li>
 Verifies accuracy of money remitted
 </li>
 <li>
 Forwards invoices to appropriate divisions prior to processing the voucher for approval
 </li>
 <li>
 Obtain all types of receivers through electronic signature approval, email, signed invoices
 </li>
 <li>
 Examines and verifies invoice calculations, delivery receipts and other supporting documentation
 </li>
 <li>
 Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports
 </li>
 <li>
 Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained
 </li>
 <li>
 Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable
 </li>
 <li>
 Posts receipts and balances accounts on daily/weekly/monthly basis
 </li>
 <li>
 Reconciles internal accounts
 </li>
 <li>
 Verifies management approval of the voucher through OAKS and/or local funds.
 </li>
 <li>
 Performs variety of related clerical tasks (e.g., opens and sorts mail)
 </li>
 <li>
 Composes and edits correspondence relative to assigned work
 </li>
 <li>
 Maintains files
 </li>
 <li>
 Operates equipment to generate typed reports and correspondence
 </li>
 <li>
 Answers telephone inquiries
 </li>
 <li>
 Greets customers
 </li>
 <li>
 Responds to or refers complaints
 </li>
 <li>
 Answers general inquiries within established guidelines)
 </li>
 <li>
 Completes forms (e.g., purchase orders) and inventory levels and activity reports
 </li>
 <li>
 Handles inventory control and asset depreciation.
 </li>
 <li>
 Attends meetings and trainings
 </li>
 <li>
 Assists other financial associates as directed by supervisor
 </li>
 <li>
 Works on special projects and committees
 </li>
 <li>
 Performs other duties as assigned.
 
 
 </li>
 </ul>
 
 Selection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.
 
 
 
 18 mos. exp. or 18 mos. trg. in accounting &amp;/or finance to include a basic level of experience in spreadsheet software.
 
 
 <ul>
 <li>
 Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.
 </li>
 <li>
 Or completion of associate core program in business administration, accounting, finance or related field.
 </li>
 <li>
 Or equivalent of Minimum Class Qualifications for Employment noted above.
 
 
 </li>
 </ul>
 
 Job Skills:
 
 Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer Focus
 
 
 
 Organization
 
 
 
 Rehabilitation &amp; Correction - Southeastern Correctional Institution
 
 
 
 Agency Contact Name and Information
 
 
 
 Personnel Director DRC.SCIRecruit@drc.ohio.gov
 
 
 
 Unposting Date
 
 
 
 Apr 13, 2026, 11:59:00 PM
 
 
 
 Work Location
 
 
 
 Southeastern Correctional Inst
 
 
 
 Primary Location
 
 
 
 United States of America-OHIO-Fairfield County-Lancaster
 
 
 
 Compensation
 
 
 
 $22.96
 
 
 
 Schedule
 
 
 
 Full-time
 
 
 
 Classified Indicator
 
 
 
 Classified
 
 
 
 Union
 
 
 
 OCSEA
 
 
 
 Primary Job Skill
 
 
 
 Accounting and Finance
 
 
 
 Technical Skills
 
 
 
 Bookkeeping, Accounting and Finance
 
 
 
 Professional Skills
 
 
 
 Attention to Detail, Customer Focus, Problem Solving
 
 
 
 Agency Overview
 
 
 
 
 Who We Are&hellip;
 
 
 
 Guided by a single mission &ldquo;To reduce recidivism among those we touch,&rdquo; the Ohio Department of Rehabilitation and Correction believes that everyone is capable of positive change. Our staff embrace these core values and serves as role models for pro-social behavior conveying an attitude of dignity and respect in the treatment of others.
 
 
 
 What We Do&hellip;
 
 
 
 The Ohio Department of Rehabilitation and Correction has been tasked with front line crime reduction through rehabilitative treatment and programming efforts provided in a safe, secure and humane correctional environment and effective community supervision. Our goal is to protect the public through helping individuals turn away from crime and become productive, contributing members of our communities, ensuring a safer Ohio for all Ohioans now and in the future.
 
 
 To learn more about our agency, please visit our website at www.drc.ohio.gov
 
 
 
 Are You Ready?
 
 
 
 We are thrilled to see that you are interested in beginning your career with the Ohio Department of Rehabilitation and Correction! Without a doubt, this will be the most rewarding and meaningful work you&rsquo;ll ever find with a work family that is second to none!
</div>

Financial Associate (Business/ Cashier Office)- 20024733

Jacobsen Daniels

<div>Description: 
Job Title: Financial Controls Associate
FLSA Status: Exempt, Full-Time
Salary: $70,000 - $80,000 - Depending on Qualifications
Location: ATL Airport / Hybrid
Position Description Summary:
The Financial Controls Associate works directly with the project managers, program controls directors, and project controls staff in support of the project&rsquo;s financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process. 
The Associate will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).
Requirements: 
Essential Function(s) of the Position:<ul><li>
Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.</li><li>
Responsible for timely and accurate invoice reviews and approval processes.</li><li>
Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.</li><li>
Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.</li><li>
Maintain proper project records and contract files.</li><li>
Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.</li><li>
Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.</li><li>
Performs miscellaneous reconciliations of project financials, as needed.</li><li>
Assist in preparation of reports and presentations and aids in budgeting process.</li><li>
Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.</li><li>
Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.</li><li>
Act as owner representative and perform required data entries related to the Client&rsquo;s financial system(s).</li><li>
Present financial data while participating in project meetings and/or audits of financial information, as required.</li></ul>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Education &amp; Experience Requirements:<ul><li>
High School Degree required. Associate degree or bachelor&rsquo;s degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements</li><li>
Advanced systems skills &ndash; SharePoint, Microsoft Office Suite &ndash; particularly Excel</li><li>
Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus</li><li>
4-7 years of relevant work experience is preferred</li></ul>
Position Qualifications:<ul><li>
Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude</li><li>
Organized and detail oriented with an ability to work independently</li><li>
Able to prioritize multiple tasks and deadlines</li><li>
Must be accurate and efficient with the ability to meet deadlines</li><li>
Flexible and able to drive / guide change</li><li>
Ability to work in a fast-paced, global environment</li><li>
Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization</li><li>
Experience with risk identification, audits and project management skills is a plus</li></ul>
Physical Demands:
While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. 
Mental Demands:
 While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies. 
Working Conditions:
Remote / Work from Home (WFH) with occasional travel to project site(s)
Periodic weekend or evening work may be required 
Reporting Relationships:
Reports to a Managing Consultant, Director, or other member of management within the division. 
Supervisory Responsibility:
None. 
This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.
Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets</div>

Financial Controls Associate

KeyBank

Location: 
2501 Tongass Avenue - Ketchikan, Alaska 99901
 
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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
 Acts as a resource to identify and resolve more complex client servicing issues.
 Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
 Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
 Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
 Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma GED, or equivalent business experience (required)
 
Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
 Experienced in cash handling. (required)
 General understanding of PC with Windows based applications and calculator. (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
 
Licenses and CertificationsNotary License within 180 Days (preferred)
 
SkillsKnowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
 Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
 Educating clients on financial concepts, products, and services to empower them to make informed decisions.
 Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
 Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
 Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
 Ability to gain market insight and spot trends to provide sound financial strategies.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsMay need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
 
Work Location Category
 Office-Based
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 06/05/2026
 
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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 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 HR_Compliance@keybank.com.

Financial Wellness Associate

Location: 
8481 East Washington Street - Chagrin Falls, Ohio 44023
 
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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
 Acts as a resource to identify and resolve more complex client servicing issues.
 Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
 Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
 Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
 Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma GED, or equivalent business experience (required)
 
Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
 Experienced in cash handling. (required)
 General understanding of PC with Windows based applications and calculator. (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
 
Licenses and CertificationsNotary License within 180 Days (preferred)
 
SkillsKnowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
 Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
 Educating clients on financial concepts, products, and services to empower them to make informed decisions.
 Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
 Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
 Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
 Ability to gain market insight and spot trends to provide sound financial strategies.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsMay need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
 
Work Location Category
 Office-Based
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 07/03/2026
 
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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 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 HR_Compliance@keybank.com.

Location: 
9500 Euclid Avenue - Cleveland, Ohio 44106
 
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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
 Acts as a resource to identify and resolve more complex client servicing issues.
 Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
 Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
 Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
 Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma GED, or equivalent business experience (required)
 
Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
 Experienced in cash handling. (required)
 General understanding of PC with Windows based applications and calculator. (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
 
Licenses and CertificationsNotary License within 180 Days (preferred)
 
SkillsKnowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
 Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
 Educating clients on financial concepts, products, and services to empower them to make informed decisions.
 Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
 Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
 Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
 Ability to gain market insight and spot trends to provide sound financial strategies.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsMay need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
 
Work Location Category
 Office-Based
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 07/03/2026
 
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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 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 HR_Compliance@keybank.com.

NTT DATA

Req ID: 367701
 
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
 
We are currently seeking a Financial Analysis Associate to join our team in Plano, Texas (US-TX), United States (US).
 
Financial Analysis Associate
 
About NTT DATA
 
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in RD.
 
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client’s needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us.
 
NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

Financial Analysis Associate

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