Remote, United States
Full time
R-40698
Location:
For Those Who Work At Home, Washington
Job Summary
The PCB Development Consultant will deliver targeted skill building and core training to the licensed banker population to build confidence and skills with the branch teams, delivering on the Mass Affluent Strategy. The PCB Development Consultant collaborates, partners and influences the KIS ML, Market Retail Leaders, and Area Retail leaders to close gaps performance gaps.
Responsibilities
Foster and champion the training & development of a 'best in class' team of Key Private Client sales professionals throughout their first year of development as a Licensed Banker; inclusive of obtaining licenses, through putting it into practice and refining skills and approach.
Execute on a 1 year licensing onboarding plan to support individual performance success.
Leads a cohort group of new PCB's throughout their first year, acting as the portal and catalyst for skill development - connecting the dots into a successful Branch Banker.
Facilitate supplemental learning strategies across Affluent and Emerging Segments. Areas of focus may include business acumen, skill building, product education, etc.; partner with Learning & Development to ensure alignment with HR functions and policy
Assist in both the strategic & tactical management of the licensed banker program within markets
Assisting PCB's in the 'art of the conversation' through specific skill building activities and wealth analysis debrief
Stays in tune with progress against KPI's by Territory/Region to bring attention to markets that need more training/development; Identifies performance trends, identifies developmental needs / gaps and provides coaching techniques and recommendations to improve performance.
Culture carrier of KPC through observing, bringing forward observations, sharing best practices and areas of improvement; Escalate and elevate KPC related best practices, opportunities, and challenges to continuously improve the KPC model
Active involvement in talent acquisition for the Licensed Banker role by being involved in the initial interview process
Coordinate and Support market tactics to educate and build skill within PCB population
Develop and maintain a strong partnership with all Regional Leadership in order to lead and impact with influence
Deliver PCBU for newly Licensed Bankers
Confirm Collaboration & Commitment from Retail & KIS Leadership is focused on continuing to build PCB acumen and confidence to ensure their ability to perform at their maximum potential
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.
Education Qualifications
Bachelor's Degree in related field or equivalent business experience (required)
Experience Qualifications
5+ years Experience in performance coaching (required)
5+ years Experiece in financial services / investment industry with knowledge and understanding of the retail banking environment and affluent client markets (required)
Demonstrated ability to build, develop, and effectively lead a team (required)
Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members (required)
Licenses and Certifications
FINRA License S6 (preferred)
FINRA License S63 (preferred)
Tactical Skills
Can be counted on to exceed goals successfully; organization they lead is constantly and consistently one of the top performers; very bottom-line oriented with a relentless focus on execution; steadfastly pushes self and others for results.
Ability to lead effectively in situations without direct control (influential leadership)
Objective and analytical thinker, ability to see the big picture and the practical implications
Proven success in recruiting, retaining, and growing high potential talent/teams
Ability to foster effective partnerships
Personal Skills
Adaptability
Collaboration
Critical Thinking
Decision Making
Emotional Intelligence
Practical Skills
Business Acumen
Oral & Written Communication
Risk Management
Analytical Thinking
Change Navigation
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Routine and frequent travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here (https://www.key.com/about/careers/working-with-us/benefits.html) for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/30/2026
KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Remote
KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.
