Area Retail Leader

Location:

Job Summary
Be a problem solver trusted advisor and partner to the people and businesses in our KeyBank communities. The Area Retail Leader (ARL) is responsible for the sales service and financial leadership of multiple branches in a defined geographic area. The ARL drives results through regular in-person branch visits where they spend time observing and coaching the Branch Manager and their direct reports partnering with the Branch Manager on joint calling efforts and focusing on sale/revenue generation activities. The ARL leverages relationships with line of business partners to benefit the client support the delivery of distinctive client service and achieve sales/financial results for the area branches. They work closely with the Experience Leadership team (RETL MEL EL) to foster a best-in-class client and teammate experience. The ARL partners with the Centralized Retail Support team to ensure operational efficiencies and compliance within the branches in their defined geographic area. The ARL has oversight of recruiting hiring training and supervision of Branch Managers and their direct reports and ensures adherence to the staffing model for branches in their defined geographic areas. At KeyBank we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions

• Embodies a strong client experience culture being present with every client and teammate and realizing the impact we can have on their day personally professionally and financially.
• Accountable for growing the business through retention expansion and acquisition tactics and for leading Branch teams to success in attaining activity behavior and outcome expectations as well as achieving individual expectations.
• Meet or exceed established client growth and profitability goals by ensuring the branch retail teams are using appropriate sales and service processes in all client interactions. This is accomplished through monthly observational coaching sessions joint sales calls and using the coaching model; developing/utilizing individual professional development plans by leveraging Branch Manager skills assessment for each direct report.
• Build coach develop lead and motivate a team of Branch Managers who are capable of analyzing client needs and recommending financial solutions that create lasting client relationships ensuring understanding of Keys products and services Keys sales and service process and the competitive landscape while instilling Keys vision and values with branch teams.
• Engage in a disciplined approach to human capital by holding each branch team accountable for performance management as well as talent recruitment development and retention.
• Serve as the leader in their area and foster strong partnerships with all lines of business the Regional Retail Leader the Experience Leadership team and the Centralized Retail Support team to develop the area strategies and implement network initiatives.
• Execute a consistent disciplined coaching and performance management process by observational coaching joint sales calls growth and development utilization of training tools all leveraging our culture of reward and recognition.
• Establish a team environment where corporate segment and district strategies are communicated an open two-way dialogue is encouraged and best practice sharing is prevalent; promote collaboration at both the direct report level and within the branches.
• Partner regularly with Business Banking and Private Bank Relationship Managers Key Investment Services (KIS) Financial Advisors Key Private Client (KPC) Leaders and Mortgage Loan Officers in coaching sessions to develop the area strategies.
• Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.

Education

• High School Diploma GED or equivalent experience (required)
• Bachelors Degree (preferred)

Work Experience

• Minimum of 5 years Branch management experience (required)
• Multi- site management (preferred)
• Minimum of 5 years leadership experience in the financial services industry with a focus on successful sales teams (required)
• Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
• Strong business acumen to include an understanding of financials (P&L) credit and lending practices and business banking (required)

Skills

• Demonstrated ability to develop and execute sales plans and lead teams to sales and service success; Ability to coach sales staff to meet designated goals.
• Ability to develop strong trusted partnerships/relationships with the leadership team line of business partners and critical stakeholder groups; effectively managing internal and external centers of influence.
• Proven leader; gets the most and best out of people; sets and communicates clear goals; inspires holds people accountable; develops others.
• Excellent leadership skills a track record of building both internal sales teams as well as managing outside agencies reps brokers or consultants with proven results.
• Consistently addresses conflict and models managerial courage; Ability to confidently deliver tough messages.
• Provide guidance and support to branch managers and their teams; conduct regular coaching sessions and develop individual development plans.
• Analyze data and trends to make informed decisions and drive business strategies; understand financials credit and lending practices and business banking.
• Develop and implement strategic plans to achieve business goals; set clear objectives and align team efforts to achieve them
• Prioritize understanding and meeting client needs; ensure that branches deliver exceptional service that enhances client satisfaction and loyalty.
• Take ownership of branch performance and outcomes; ensure that all teammates are held accountable for their responsibilities and goals fostering a culture of responsibility and reliability.
• Manage and oversee consumer banking services; ensure that branches provide comprehensive banking solutions that meet the financial needs of individual clients.
• Prioritize tasks based on urgency and importance; manage multiple responsibilities efficiently to ensure smooth branch operations.
• Evaluate complex situations quickly and make effective decisions that align with business goals; develop creative solutions to unique problems.

Core Competencies

• All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• Consumer Retail Management - 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.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid drivers license required.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $94000to $175000annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

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