KeyBank Area Retail Leader in East Greenbush, New York
Area Retail LeaderinEast Greenbush, NYatKey Bank- Corporate
Date Posted: 1/26/2020
Employee Type: Full-Time
Location: 615 Columbia Turnpike East Greenbush, NY
Job Type: Banking Retail
Experience: Not Specified
Date Posted: 1/26/2020
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
ABOUT THE JOB (JOB BRIEF):
The Area Retail Leader (ARL) reports to the Regional Retail Leader (RRL) and is responsible for the sales, service and financial leadership of multiple branches in a defined geographic area. Results are driven through coaching the Branch Manager and his/her direct reports. The ARL leverages relationships with product and other line of business partners to benefit the client, support the delivery of distinctive client service and achieve sales/financial results for the area branches. A majority of the ARLs time is spent in the branches observing, coaching, joint calling and focusing on sale/revenue generation activities.
The ARL partners with the Retail Experience leader (REL) to ensure high Client Experience standards are met 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. Evaluates Branch Manager and branch personnel performance, enforces KeyBank's policies and procedures, recommends Branch Managers for advancement and communicates with senior management regarding strategic and personnel decisions.
ESSENTIAL JOB FUNCTIONS:
The role of the ARL is to build, coach, develop, lead and motivate a team of Branch Managers who are capable of delivering consistent Financial Wellness conversations and recommending financial solutions that create lasting client relationships. The ARL is responsible for ensuring that branch operations are effective and compliance requirements are met. ARLs are responsible for coaching Branch Managers on sales and service effectiveness and exemplifying leadership behaviors.
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. Provide training, recognize/reward high performers and hold Branch Managers to the same standard.
Ensure that branches are staffed with highly motivated, client- focused personnel; proactively recruit, interview and select all Branch Managers and participate in the interviewing and selection of all branch sales roles.
Meet or exceed established client growth and profitability goals by ensuring the branch retail teams are using appropriate Financial Wellness 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.
Ongoing inspection of Financial Wellness.
Ensure Book of Business and system generated leads from the Client Experience (CE) Desktop are proactively managed.
Conduct sales meetings.
Lead by example and ensure consistent delivery of distinctive service for all clients.
Serve as the market leader in his/her area, foster strong partnerships with all lines of business and the Market President.
Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors and Mortgage Loan Officers in coaching sessions to develop the area strategies.
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.
Adherence to branch staffing models.
Special assignments as requested.
Community involvement and volunteer activities as needed.
High School Diploma
A minimum 5 years of branch management
3 years of leadership experience in the financial services industry with a focus on successful sales teams
Demonstrated ability to develop and execute sales plans and lead teams to sales and service success
Strong business acumen to include an understanding of financials (PNL), credit and lending practices and business banking
Excellent verbal and written communications skills
Ability to coach sales staff to meet designated goals
Working knowledge of PC with Windows based applications to include Excel
Physical Requirements: Requires frequent travel within assigned area; must have own transportation.
Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
Bachelor's degree in business or finance related field
Multi- site management preferred
FLSA STATUS: Exempt
KeyCorp 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.