Keybank
Financial Services
AreaRetailLeader
“Area Retail Leader at Keybank. Skills: Sales leadership, Client experience, Team development, Financial acumen. Be a problem solver, trusted advisor, and partner. Sales, service, and financial leadership of multiple branches”
What You'll Achieve.
Achieving individual expectations; Attaining activity, behavior, and outcome expectations; Client growth goals; Profitability goals; Drive continuous improvement; Enhance client satisfaction and loyalty; Meet financial needs of individual clients; Ensure smooth branch operations
Industry & Context.
Be a problem solver; Analyze client needs; Analyze data and trends; Make informed decisions; Drive business; Evaluate complex situations quickly; Make effective decisions; Develop creative solutions
Occasional travel to include overnight stay, May need to drive to multiple locations in a single day, Ability to operate a motor vehicle with a valid driver's license required, Physical demands: Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
What They're Looking For.
Must Have
Minimum of 5 years Branch management experience, Minimum of 5 years leadership experience in the financial services industry with a focus on successful sales teams, Demonstrated ability to effectively communicate and possess public speaking skills, business acumen to include an understanding of financials (P&L), credit and lending practices and business banking
Nice to Have
Bachelor's Degree, Multi-site management
What You'll Do.
and financial leadership of multiple branches
Drive results through branch visits
Observe and coach Branch Managers
Partner on joint calling efforts
Focus on sale/revenue generation activities
Leverage relationships with line of business partners
Lead client and teammate experiences
Ensure alignment with strategic goals
Foster a culture of excellence and engagement
Ensure operational efficiencies
Oversight of recruiting
Embody a client experience culture
Accountable for growing the business
Lead Branch teams to success
Meet or exceed client growth and profitability goals
and motivate Branch Managers
Engage in disciplined human capital approach
Serve as leader in their area
Foster partnerships with all lines of business
Execute consistent disciplined coaching and performance management
Establish a team environment
Partner with Business Banking and Private Bank Relationship Managers
Act as primary risk manager for the area
Monitor and respond to client experience metrics
Perform other duties as assigned
Comply with all KeyBank policies and procedures
How You'll Work.
Team & Collaboration
Partner with line of business partners; Partner with Centralized Retail Support team; Partner with Branch Manager on joint calling efforts; Partner with Business Banking and Private Bank Relationship Managers; Partner with Key Investment Services (KIS) Financial Advisors; Partner with Key Private Client (KPC) Leaders; Partner with Mortgage Loan Officers; Foster partnerships with all lines of business; Partner with the Regional Retail Leader; Partner with the Regional Onboarding Specialist; Promote collaboration at direct report and branch levels
Communication Scope
Demonstrated ability to effectively communicate; Public speaking skills; Communicate face to face and on the phone with clients; Communicate corporate, segment, and district strategies; Encourage open two-way dialogue
Process & Methodology
Develop and implement strategic plans, Prioritize tasks based on urgency, Manage multiple responsibilities efficiently
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