Financial Risk Specialists

AI does it end-to-end

1. Document client interactions appropriately.
   26 jobs · 1 role · 96% confidence
2. Document calling efforts.
   24 jobs · 1 role · 100% confidence
3. Execute work to deliver timely, accurate, and efficient service.
   19 jobs · 2 roles · 68% confidence
4. Organize client files and ensure proper documentation.
   9 jobs · 1 role · 100% confidence
5. Record process information in CRM in a timely manner regarding status and activities.
   9 jobs · 1 role · 100% confidence
6. Update sales tracking, forecast and pipeline, relationship plans, and other databases.
   9 jobs · 1 role · 100% confidence
7. Assign accurate loan coding consistent with the borrowing relationship and credit terms.
   8 jobs · 2 roles · 100% confidence
8. Maintain client files.
   7 jobs · 1 role · 86% confidence
9. Prepare reports for financial plans and input appropriate data according to established procedures.
   7 jobs · 1 role · 100% confidence
10. Complete required compliance training.
    6 jobs · 1 role · 100% confidence
11. Design and produce regular and ad-hoc reports and dashboards.
    6 jobs · 1 role · 100% confidence
12. Generate and match trade confirmations according to ISDA templates
    5 jobs · 1 role · 100% confidence

Human + AI together

1. Comply with KeyBank policies and procedures.
   51 jobs · 2 roles · 49% confidence
2. Offer a range of investment solutions to clients.
   35 jobs · 1 role · 83% confidence
3. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities.
   34 jobs · 1 role · 100% confidence
4. Exercise judgment to identify, diagnose, and solve problems within given rules.
   34 jobs · 4 roles · 100% confidence
5. Target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 and $2 million.
   34 jobs · 1 role · 100% confidence
6. Use a consultative sales process and assessment tools to provide needs-based financial solutions.
   31 jobs · 1 role · 100% confidence
7. Complete comprehensive financial plans to uncover full household and relationship growth opportunities.
   30 jobs · 1 role · 100% confidence
8. Coordinate all aspects of investment product delivery within assigned branches.
   27 jobs · 1 role · 96% confidence
9. Ensure compliance with operational, risk, security, and audit procedures and policies.
   26 jobs · 1 role · 100% confidence
10. Develop and maintain knowledge of competitive products and services.
    25 jobs · 1 role · 100% confidence
11. Provide customized financial wellness recommendations to clients.
    25 jobs · 1 role · 100% confidence
12. Break down strategic problems and analyze data and information to provide insights and recommendations.
    24 jobs · 3 roles · 100% confidence

Judgment, taste, accountability

1. Avoid conflicts of interest.
   47 jobs · 2 roles · 98% confidence
2. Build effective relationships with internal and external stakeholders.
   34 jobs · 4 roles · 100% confidence
3. Grow new clients and expand existing relationships with clients with more than $50,000 in investable assets.
   32 jobs · 1 role · 97% confidence
4. Conduct business ethically.
   30 jobs · 2 roles · 100% confidence
5. Act in the best interests of Key's clients and Key.
   29 jobs · 2 roles · 100% confidence
6. Engage licensed and non-licensed branch personnel to identify investment referral opportunities.
   29 jobs · 1 role · 97% confidence
7. Host holistic financial wellness conversations with clients and prospects.
   29 jobs · 1 role · 100% confidence
8. Participate as an active member of the branch team.
   29 jobs · 1 role · 100% confidence
9. Manage internal and external centers of influence.
   27 jobs · 1 role · 100% confidence
10. Assist with client transactions on the Teller line as needed.
    26 jobs · 1 role · 81% confidence
11. Listen for financial wellness opportunities during client conversations.
    25 jobs · 1 role · 100% confidence
12. Manage client service delivery within assigned branches.
    25 jobs · 1 role · 80% confidence