Client Focused
The two groups the Commercial Bank sits between
What are Consumer/Business banking and Corporate/Investment Banking
The development of existing products / introduction to new or improved products
What is product innovation / expansion
The head of the Commercial Bank
What is Ken Gavrity
The deals that have been successfully closed are referred to as this. Helps make sure we are on progress to meet our full year (FY) goal
What is Production
The range of sales size the Commercial Bank serves
What is $10MM-$1B
The owner of a product or set of products
What is a Product Manager
The salespeople of the CB
What are Payment Advisors
The series of stages from the initial contact with a potential client to the finalization of the deal
What is Pipeline
The two places our Commercial Bank recently expanded to
What are Chicago and California
Name 3 rails / methods of payment
What is Cash, Check, ACH, Wire, Instant Payments, Card
The group that makes sure all activities within the CB are in line with guidance/policy/controls. While this is a separate group, we are all a part of this as well.
What is Risk
The group that keeps tabs on revenue operations, performance analytics and strategic planning/communications
What is COO / Performance Management
The Institutional Bank is grouped by __ whereas Middle Market is separated by __
What is industry/vertical vs what is geography/region
Name two product groups
What is Core Treasury, FX, Deposits/Liquidity, Card, Embedded Banking, Merchant, etc
The most knowledgeable person of a set of products for our salespeople to bring into client meetings. They match a client’s needs to a KeyBank Payment Solution and can demo our products.
What is a Solution Consultant
A main focus that the bank wants to obtain from our clients
What are operating deposits / primary relationships
The bank continues to build its brand of
What is a relationship focused bank or expertise and service
Approximately the amount of money the bank helps our clients move on a yearly basis
What is $7 trillion
The team that serves existing clients, onboards new clients, develops digital products, and delivers new capabilities to Key
What is COS (Commercial Onboarding & Servicing)
The main two ways the bank makes money
What are fees and deposit spread