Area Retail Leader

KeyBank NA • Mason, OH • 1d ago

Location:
6643 Western Row Road - Mason, Ohio 45040
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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 their 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. They work closely with the Experience Leadership team (RETL, MEL, EL) to foster a best-in-class client and teammate experience. The ARL partners with the Centralized Retail Support team 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. 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.
Essential 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 their area and foster strong partnerships with all lines of business, the Regional Retail Leader, the Experience Leadership team, and the Centralized Retail Support team to develop the area strategies and implement network initiatives.
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, Key Private Client (KPC) Leaders, and Mortgage Loan Officers in coaching sessions to develop the area strategies.
Performs other duties as assigned; duti

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