KeyBank KBM Sales Strategy and Reporting Analyst III in Cleveland, Ohio

KBM Sales Strategy and Reporting Analyst IIIinCleveland, OHatKey Bank- Corporate

Date Posted:3/9/2018

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  • Employee Type:


  • Location:

100 Public Square

Cleveland, OH

  • Job Type:


  • Experience:

Not Specified

  • Date Posted:


  • Job ID:



Liaison between sales management and reporting team

Ownership of monthly sales review deck to optimize and continuously improve presentation format

Produce findings based on in depth analysis of all available reporting to inform LOB strategy

Maintain sales org charts (PowerPoint and Excel Versions)

Maintain PB org charts (PowerPoint and Excel Versions)

Maintain branch assignment report

Create Ad hoc reporting as needed

Oversight and reporting for Sales Contests and Sales Recognition (Signature Circle, Etc), including maintenance of offboarding and new hire data for Signature Circle Reporting

Cross Sell and Home Equity reporting

Maintain reporting for sponsorship requests/ad hoc advertising including cost reporting

Partner with Sales Inititaive and Marketing leaders to coordinate speakers and content for Weekly National Sales Call, Weekly RM call, and Monthly recognition callRequest material, assemble PowerPoint slides, obtain PPT approval from National Sales Executive

Transmit final PPT to Marketing leader for posting to KeyNet


Bachelor s Degree preferred or related experience

Demonstrated ability to interpret data and analyze processes to identify and institute continuous improvement

Excellent written and verbal communication skills

Demonstrated experience with organizing, coordinating and managing multiple tasks/priorities

Detailed oriented and a creative problem solver

Microsoft Office software expertise requiredABOUT 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 $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank 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. KeyBank is Member FDIC.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:ExemptKeyCorp 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: 27965BR