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Area Retail Leader in Tacoma, WA at KeyBank

Date Posted: 1/12/2021

Job Snapshot

  • Employee Type:
  • Location:
    1101 Pacific Avenue
    Tacoma, WA
  • Date Posted:

Job Description

The Area Retail Leader (ARL) reports to the District Retail Leader (DRL) and is responsible for the sales, service and financial leadership of multiple branches in a defined geographic area. Results are driven through coaching the Branch Manager and his/her direct reports. The ARL leverages relationships with product and other line of business partners to benefit the client, 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 sale/revenue generation activities.

The ARL partners with the District Operations Manager (DOM) and Operations Leader (OL) 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. Partners with the DOM for the recruiting and hiring of OLs. 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. The ARL also manages, leads and coaches the Personal Banker float pool.

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 the Area Operations Leaders and 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 Area Operations Leaders 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.
- Serve as the market leader in his/her area, foster strong partnerships with all lines of business, the District President and the Operations 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.
- Monitor and ensure all operational reviews are conducted by Area Operations Leader and resolutions are in place.
- Special assignments as requested.
- Community involvement as requested.

- 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 skils:
- Bachelor's degree in business or finance related field
- Multi- site management preferred


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.


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