K
Not Specified Permanent

Cleveland, Ohio · USA job

Commercial Analyst Team Lead

KeyBank

Cleveland, Ohio

Job description

Overview

As Commercial Analyst Lead, you will guide a team of Middle Market Analysts supporting Sales Leaders and Relationship Managers in market-specific lending and sales activities. You'll oversee CA workflows, ensure consistency and accuracy of outputs, and drive process improvements with cross-functional partners. You will hire, onboard, and develop CAs, and coach the team through performance reviews. This role combines leadership with a strong focus on client service and risk management within a collaborative banking environment.

Compensation / Benefits
  • base salary range
  • incentive compensation (production/commission/discretionary incentives)
  • hybrid work options
  • flexible in-office presence
  • career development opportunities
Responsibilities
  • Lead and accountability for Commercial Analysts and provide direction on in-market sales support
  • Oversee CA workflow and ensure adherence to processes and procedures
  • Review CA outputs (pitch books, collaboration, communication) for accuracy and consistency
  • Hire, onboard, and train new Commercial Analysts; conduct ongoing coaching and performance reviews
  • Partner with Middle Market Leadership, Credit, Underwriting, HR, and other stakeholders to drive process improvements
  • Serve as the central point of contact for CA day-to-day responsibilities and system questions (e.g., nCino)
  • Collaborate with CSLs, COs, UTLs, UWs, Credit Systems to identify and implement underwriting improvements
  • Plan and manage CA staffing and controllable expenses; travel as needed
  • Comply with KeyBank policies and maintain ethical, professional conduct
  • Communicate changes in processes or policies to the team
Key requirements
  • Minimum 5 years of commercial banking experience (credit structuring & analysis, sales, risk assessment)
  • Minimum 1 year of leadership experience
  • Strong knowledge of commercial loan and deposit documentation
  • Ability to manage workflow and complex deals
  • Ability to handle stress and competing priorities
  • Experience in Commercial Middle Market Credit Structuring & Financial Analysis
  • Experience in Commercial Middle Market Underwriting and Financial Analysis
  • Ability to build and strengthen cross-functional working relationships
  • Desired: accounting background (preferred)
  • Must be able to travel occasionally
  • Good understanding of relevant banking products and technology
  • Collaboration
  • Critical Thinking
  • Adaptability
  • Credit Structuring
  • Financial Analysis
  • Risk Assessment

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