Business Analyst, Corporate Center in Cleveland, OH at Key Bank- Corporate

Date Posted: 1/24/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Cleveland, OH
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    1/24/2018
  • Job ID:
    27195BR

Job Description

ABOUT THE BUSINESS
Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate.
JOB BRIEF (PURPOSE)
As the Salesforce Reporting Analyst within Key’s Corporate Bank, the candidate will be responsible for the Commercial CRM salesforce dashboard design and reporting. This role will support business leaders in designing and implementing their unique sales management reporting.
ESSENTIAL JOB FUNCTIONS
  • Assist in the coordination of Strategic Drill Downs, ensuring all lines of businesses are seamlessly incorporated into the drill down process, including cadence, reporting, etc.
  • Extract information from various enterprise applications and provide actionable business insights that are usable by leaders, executives and sales officers.
  • Serve as a liaison between Line of Business stakeholders and the data stewards to ensure business initiatives are properly aligned.
  • Provide support to ensure that all Line of Businesses products and revenue are appropriately represented in Salesforce.com reporting.
  • Assist with sales management reporting using various tools (i.e. SFDC Classic reporting and Einstein Analytics).
  • Leverage Salesforce.com, the profitability application (CRISP/OFSAA) for various analyses and reporting requests.
  • Represent the Corp Bank on enterprise projects to ensure its information needs are met.
  • Identify various patterns and trends around relationships, transactions, products and revenue across Corporate Bank LOBs.
  • Translate business needs into clear information and reporting requirements.
  • Establish effective working relationships at various levels of the organization.
  • Build strong relationships with Finance, Risk, Compliance, and KTO.
  • Act as a liaison between the Corp Center Salesforce Team and Business Stakeholders to assist in Data Mapping exercises, sales process definition/documentation and data analytics.
  • Act as a point of contact for reporting needs in support of Salesforce activities.
  • Develop Salesforce dashboards; extract data from Salesforce.com and other enterprise applications.
REQUIRED QUALIFICATIONS

  • Three to five years of experience as an analyst, including an understanding of business unit functionality and some technical skills
  • Action oriented and able to work with limited supervision.
  • Demonstrated understanding of enterprise data and ability to develop and recommend appropriate solutions.
  • Detail oriented and able to prioritize and manage multiple ongoing projects.
  • Executive presence and ability to effectively navigate all levels of the organization.
  • Ability to excel in a team-based environment.
  • Excellent interpersonal and communication skills.
  • Good communication skills, both oral and written
  • Detailed oriented, with the ability to communicate at varying organizational levels


OTHER COMPETENCIES / SKILLS
  • Bachelor’s degree in Business Administration, Computer Information Systems, or other related field.
  • Financial Services experience a plus.
  • Database management, query writing, report writing, and/or data quality experience.
  • Microsoft Excel, Access, Word and PowerPoint.
  • Some JSON experience




ABOUT KEY:
KeyCorp’s roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.

JobID: 27195BR