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Job Details

Key Bank

Area Retail Leader - North Central IN

Banking, Mortgage, Investment

Area Manager


Indianapolis, Indiana, United States

The Area Retail Leader (ARL) reports to the Market Retail Leader (MRL) and is responsible for the sales, service and financial leadership of multiple branches in a defined geographic area. Leading their teams to Play with Confidence. Performance results are driven through setting a clear vision aligned to Key’s Financial Wellness strategy and by coaching the Branch Manager and his/her direct reports. Ensures consistency of Playbook expectations and usage of Key’s proprietary tools to help deliver our clients Financial Goals. The ARL leverages relationships with product and other line of business partners to support the acquisition and deepening of client relationships, 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 sales/revenue generation activities inclusive of the client experience.The ARL partners with the Experience Leaders to ensure the teams are prepared and skilled to perform confidently in their role and to do so with operational efficiencies and compliance. 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 analyzing client needs 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, sales and service 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 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.- Ongoing inspection of the Key Sales Process and the Consultative Sales Process.- 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.- Utilize the annual district marketing plan to support the district and area performance goals.- Foster strong partnerships with all lines of business, the Market President and the Experience Leaders. - 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 as requested.REQUIRED QUALIFICATIONS: - 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.Preferred skills:- Bachelor's degree in business or finance related field- Multi- site management preferred