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KeyBank

Provides banking, loans, and financial services

Area Retail Leader

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeTarrytown, NY, USA

About the Job

Requirements

  • A high school diploma, GED, or equivalent experience is required.
  • Five or more years of branch management experience are required.
  • Five or more years of leadership experience in the financial services industry, focused on successful sales teams, are required.
  • The ability to communicate effectively and strong public speaking skills are required.
  • Strong business acumen, including understanding financial statements, profit and loss, credit and lending practices, and business banking, is required.
  • The ability to develop and execute sales plans and lead teams to sales and service success, including coaching sales staff to meet designated goals, is required.
  • The ability to develop trusted partnerships with leadership, line-of-business partners, and stakeholder groups, and to manage internal and external centers of influence, is required.
  • A proven ability to lead, set and communicate goals, inspire people, hold them accountable, and develop others is required.
  • A track record of building internal sales teams and managing outside agencies, representatives, brokers, or consultants with results is required.
  • The ability to address conflict, demonstrate managerial courage, and deliver difficult messages confidently is required.
  • The ability to guide and support branch managers and their teams through regular coaching sessions and individual development plans is required.
  • The ability to analyze data and trends, make informed decisions, and develop business strategies is required.
  • The ability to develop and implement strategic plans, set objectives, and align team efforts with business goals is required.
  • The ability to understand and meet client needs and ensure branches deliver service that supports client satisfaction and loyalty is required.
  • The ability to take ownership of branch performance and ensure teammates are accountable for responsibilities and goals is required.
  • The ability to manage consumer banking services and ensure branches provide comprehensive banking solutions is required.
  • The ability to prioritize tasks and manage multiple responsibilities to support smooth branch operations is required.
  • The ability to evaluate complex situations, make effective decisions aligned with business goals, and develop solutions to unique problems is required.
  • Ability to communicate face-to-face and by phone, frequently use hands to manipulate or grasp objects, occasionally bend and lift from floor height, frequently lift 1–10 pounds, and occasionally lift up to 30 pounds.
  • A valid driver's license and ability to operate a motor vehicle are required.

Responsibilities

  • Lead the sales, service, and financial performance of multiple branches in a defined geographic area.
  • Visit branches regularly in person to observe and coach Branch Managers and their direct reports, partner on joint calling efforts, and focus on sales and revenue generation.
  • Use relationships with line-of-business partners to benefit clients, support distinctive client service, and achieve sales and financial results for area branches.
  • Lead client and teammate experiences across the area, align activity with strategic goals, and foster engagement through connection, inclusion, coaching, and recognition.
  • Partner with Centralized Retail Support to promote operational efficiency, risk management, and compliance within the branches.
  • Oversee recruiting, hiring, training, and supervision of Branch Managers and their direct reports, and ensure adherence to branch staffing models.
  • Grow the business through retention, expansion, and acquisition, and lead branch teams in meeting activity, behavior, outcome, and individual expectations.
  • Ensure branch teams use appropriate sales and service processes to meet client growth and profitability goals through monthly observational coaching, joint sales calls, individual development plans, and Branch Manager skills assessments.
  • Build, coach, develop, lead, and motivate Branch Managers to analyze client needs and recommend financial solutions that build client relationships; ensure their understanding of products, sales and service processes, and the competitive landscape, and communicate the organization’s vision and values.
  • Hold branch teams accountable for performance management, talent recruitment, development, and retention.
  • Partner with the Regional Retail Leader, Regional Onboarding Specialist, and Centralized Retail Support team to develop area strategies and implement network initiatives.
  • Execute a consistent coaching and performance-management process through observational coaching, joint sales calls, growth and development, training tools, and recognition.
  • Communicate corporate, segment, and district strategies, encourage two-way dialogue and best-practice sharing, and promote collaboration across direct reports and branches.
  • Partner with Business Banking and Private Bank Relationship Managers, Key Investment Services Financial Advisors, Key Private Client Leaders, and Mortgage Loan Officers in coaching sessions to develop area strategies.
  • Act as the primary risk manager for the area; ensure compliance with operational, regulatory, and security standards; identify, mitigate, and escalate risks; and foster accountability and risk awareness across branches.
  • Monitor client experience metrics and feedback, use insights to coach teams and drive improvement, and advocate for enhancements to tools, processes, and policies affecting the client journey.
  • Perform other duties as assigned; duties, responsibilities, or activities may change or be added.
  • Comply with company policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ and the company’s best interests.
  • Travel occasionally, including overnight stays, and drive to multiple locations in a single day as needed.

Desired Qualifications

  • Multi-site management experience is preferred.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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