Leverages client analytics and insights to formulate hypotheses that inform recommended business strategies.
Present hypotheses and recommended business opportunities and solutions to senior and executive leadership.
Develop and drive an operational plan based on client insights and ensure execution of consumer client initiatives aligned with business strategies.
Provide client analytics and hypothesis leveraging internal client data and external market research.
Collaborate and partner closely with support partners and other areas of expertise to develop hypotheses and programs for execution.
Execute on strategic plans and is accountable for assigned initiatives related to acquisition, deepening, and retention of clients, field support, and/or innovation initiatives.
Lead and coordinate peer activity across all elements of the consumer segment strategy.
Recommend opportunities for revenue growth and ensure alignment with all client segments.
Manage tracking and communication of progress against business goals and keep regular contact with field advocates.
Ensure initiatives are executed according to on-time and quality delivery requirements and coordinate client treatment scenarios as needed.
Drive cross-functional implementation teams including internal team members, support partners, and vendors for complex medium to large-scale initiatives.
Drive execution by managing priorities, pace, scope, quality, cost, and risk; review progress and decisions with senior management.
Keep up to date on industry best practices and perform other duties as assigned.
Requirements
Bachelor's Degree or equivalent experience required.
A minimum of 7 years' experience in financial services required.
Ability to understand business partner strategy and financial impact.
Strong written and verbal skills; ability to organize information in a clear, consistent format; ability to articulate a clear, well-thought-out message and formal delivery; skills in creating PowerPoint presentations.
Able to work independently under general direction/supervision.
Ability to build relationships, partner, and influence.
Developing critical thinking skills; can analyze simple issues with low complexity; can give perspective to the team addressing basic business/analytical problems and challenges; recognizes need to escalate issues in a timely manner.
Project management skills: accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into process steps; develops schedules and task/people assignments; anticipates and adjusts for problems and roadblocks; measures performance against goals; evaluates results.
Demonstrated multiple project management leadership skills; experience in organizing, planning, and executing large-scale, multi-functional projects from vision through implementation.
Demonstrated analytical, process management, and conceptual skills.
Demonstrated ability to express complex concepts in terms that are understandable to business partners, senior leaders, and the sales force.
Superior teamwork and interpersonal skills and ability to communicate with all management levels.
Demonstrated ability to work effectively with support partners and influence geographically diverse sales teams.
Superior knowledge of financial products, e.g., deposit & credit products, investments, etc.
Benefits
This position is eligible to earn a base salary in the range of $100,000 to $125,000 annually depending on location and job-related factors such as level of experience.
Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Flexible, inclusive work environment
Opportunities to grow in your position and your career
Genuinely supportive teammates and accessible leaders
Qualified individuals with disabilities or disabled veterans may request reasonable accommodations by emailing HR_Compliance@keybank.com
ATS Keywords
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