Commercial Analyst Team Lead

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Commercial Analyst Team Lead

lead · Retail & Commercial Banking

Location:

Job Summary
The Commercial Analyst Lead will direct a team of Middle Market Commercial Analysts supporting the Sales Leaders and Relationship Managers with sales and lending activities in specific markets. The CA Lead will be responsible oversight of the CAs to ensure consistency in the role, monitor CA workflow in adherence to process and procedures, and review CA out-puts to ensure consistency and accuracy. The CA Lead will also be responsible for hiring, onboarding, training, and development of the CAs on their team. In addition to the responsibilities above the CA Lead will partner with Middle Market Leadership, Credit, Underwriting Partners and other designated partners to identify and implement ongoing process improvements.

Responsibilities

• Directly interact with Regional Sales Executive, Commercial Sales Leaders, and Relationship Managers on in market sales strategy and support.
• Give direction and drives accountability for results for Commercial Analysts.
• Ensure propose use of systems to ensure that they are both client service oriented and attentive to managing risk and value-added servicing activities.
• Monitor and Audit Commercial Analyst workflow in adherence to process and procedures.
• Monitor and Review Commercial Analyst out-puts (pre-flight/pitch books/collaboration/ communication) to ensure consistency and accuracy
• Hire, onboard and train new Commercial Analysts to ensure the individuals can fulfill the needed credit acumen required of the job.
• Conduct regular and ongoing performance coaching and conduct both mid-year and annual reviews.
• Partner with BGPM and HR to conduct on going CA skill assessments and provide relevant training opportunities.
• Serve as the central point of contact for CA day-to-day responsibilities (e.g., process questions, nCino issues, etc.)
• Identify and communicate important information related to changes in processes, policies, or other role related topics
• Collaborate with partners (CSLs, COs, UTLs, UWs, Credit Systems) to identify areas for improvement in the credit and underwriting processes.
• Plan and manage staff and controllable expenses.
• Travels on a periodic basis to meet with CAs and Relationship Teams, attend bank, client, and educational meetings and events.
• 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, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
• 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.

Education Qualifications

• Bachelor's Degree (preferred)

Experience Qualifications

• Minimum of 5 years of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (preferred)
• Minimum of 5 years working in Credit Structuring & Financial Analysis (preferred)
• Ability to manage workflow and complex commercial banking deals. (preferred)
• Ability to manage stress and competing priorities. (preferred)
• Minimum of 5 years working in Commercial Middle Market Credit Structuring & Financial Analysis (preferred)
• Minimum of 5 years years Commercial Middle Market Underwriting and Financial Analysis (preferred1
• Minimum of 1 year Leadership Experience (required)
• Excellent knowledge of commercial loan and deposit documentation (required)
• Ability to establish and strengthen effective working relationships among team members and partners. (required)
• Demonstrated experience in identifying, developing, growing, and managing teams. (preferred)

Personal Skills

• Collaboration
• Critical Thinking
• Adaptability
• Empathy

Practical Skills

• Business Acumen
• Risk Management
• Change Navigation

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to occasionally operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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.