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Job Details

Key Bank

Area Retail Leader Central Indiana

Banking, Mortgage, Investment

Area Manager


Indianapolis, Indiana, United States

Job Description Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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 his/her 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. The ARL partners with the Experience Leadership team (REL, MEL, and EL) 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. The ARL also manages, leads, and coaches the Personal Banker float pool. At KeyBank, we believe it's 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. JOB 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 Key’s products and services, Key’s sales and service process and the competitive landscape, while instilling Key’s 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 his/her area and foster strong partnerships with all lines of business, the Regional Retail Leader, and the Experience Leadership team to develop the area strategies. 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 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 Key’s clients and Key. Requirements High School Diploma, GED or equivalent experience required Bachelor’s Degree in Business or Finance related field preferred 5 + years Branch Management Experience (multi-site management preferred) Leadership experience in the financial services industry with a focus on successful sales teams Demonstrated ability to effectively communicate and possess strong public speaking skills Strong business acumen to include an understanding of financials (PNL), credit and lending practices and business banking Qualifications: 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 Skills: Adaptability - Helps others adapt to changing environments and accepting new situations while working effectively with unstructured teams, situations, or environments; leverages prior experience as a help towards handling change and an atmosphere of ambiguity and uncertainty Collaboration - Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input Critical Thinking - The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus Decision Making - The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny Emotional Intelligence - Identifies non-verbal emotional indicators in others, their negative impact on results, and pursues action to mitigate them for improved success; illustrates best practices and rationale for organizations that successfully grow their EI capabilities Business Acumen - Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance Oral & Written Communication - Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed Risk Management - Establishes business-specific risk management benchmarks and measures key benefits and drawbacks of risk management practices; demonstrates a strong risk management mindset Analytical Thinking - Identifies any possible causes for a problem based on prior experience and current research; seeks discrepancies and inconsistencies in available information and explains variances Change Navigation - Introduces change initiatives that target continuous improvement of significant organizational capabilities and implements strategies for renewing or deepening change efforts PHYSICAL DEMANDS / DRIVING and TRAVEL REQUIREMENTS 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. May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Occasional travel to include overnight stay.