Investment Center Supervisor in Brooklyn, OH at Key Bank- Corporate

Date Posted: 9/7/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/7/2018

Job Description

JOB DESCRIPTION

The following Job Description format is required to ensure compliance with employment regulations including but not limited to the Americans With Disabilities Act, Title VII and Executive Order 11246.

JOB TITLE: KIS Client Investment Center Supervisor
Grade/Benefit Designator:
Job Code:

JOB BRIEF (PURPOSE)

This person will be responsible for managing a team of Investment Center Associates with a book of business for mass clients in a call center environment. They will be responsible for expanding, attracting and retaining a profitable book of business to achieve established revenue, production, client satisfaction and consultative sales process goals including referring banking/credit products and services.

ESSENTIAL JOB FUNCTIONS

• Utilize both leadership and management skills to foster an enthusiastic and positive work environment in a call center environment
• Conduct monthly one on one coaching sessions with each direct report
• Partner with internal KIS support teams to achieve department service level goals
• Partner with multiple LOBs to support and advise on KIS business direction to assist in strategy implementation and cost management
• Achieve and/or exceed sales goals of KIS investment products and services
• Achieve and/or exceed client centricity net promotor scores (NPS)
• Ensure regulatory requirements are met for team members
• Ensure team members adhere to regulatory and departmental policies and procedures to support Keys culture
• Document and complete annual performance reviews for each direct report to ensure compliance to Keys performance guidelines
• Provide leadership on special initiatives that support the strategic direction of KIS
• Communicate with peers for best practice sharing and to support consistency within the group
• Support and encourage adherence to Keys cultural initiatives
• Optimize revenue growth and retention of relationships through effectively assessing mass client financial needs, initiating proactive sales calls and client profiling
• Manage the process of team actively referring and selling KIS investment products and services to meet specific client needs.
• Ensure appropriate financial planning, advice and reviews are conducted in accordance to regulatory and internal polices and procedures and guidelines
• Develop and maintain an in-depth knowledge of wealth and retail products and services
• Develop and maintain a working knowledge of brokerage related products and services
• Embrace and foster a teamwork attitude and enhance the professional atmosphere that leads to a successful sales environment
• Proactively cultivate internal relationships to leverage other's expertise, best practices and ideas to improve performance
• Demonstrate commitment to KeyValues in every internal and external interaction

REQUIRED QUALIFICATIONS

• FINRA series 7, 24, 63, 65 or 66 and applicable Life/Health Insurance licenses/registrations
• BA/BS degree or equivalent business/management experience
• Excellent verbal and written communication skills.
• Demonstrated strong customer service skills.
• Proven ability to manage a team within a dynamic, ever-changing work environment, preferabley in a call center environment.
• Support and manage the activites to successfully manage a book of business comprised of approximately 500+ households.
• 5+ years sales experience with proven results, preferably in a brokerage call center environment.



COMPETENCIES/SKILLS

Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect.
Listening Beyond Product Needs - Going beyond product needs to discover the potential for business process improvements and opportunities that add value for the customer's customers.

Consultative Problem Solving - Using consultative problem solving to create new solutions, customized products and services, and paradigm changes; characterized by a willingness and ability to work outside the norm.

Aligning Strategic Objectives - Aligns the strategic objectives of customers and lines of business by identifying new opportunities and applications that add value for the customer and enhance the relationship for both parties.

Understanding Financial impact - Understands the financial impact of decisions to the customer and line of business; includes quantifying and communicating the value of the relationship.

Relationship Management/Builds Relationships - Relates to others in an open and accepting manner: initiates and develops relationships with others as a key priority: treats others with respect: is approachable. Perceives one?s impact on others: perceives and reacts to the needs of others.

Demonstrates Adaptability - Handles day-to-day work challenges confidently; is willing and able to adjust to multiple demands, priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations or adversity; demonstrates flexibility.
Drives for Results - Drives for results and success; conveys a sense of urgency and drives issues to closure; persists despite obstacles and opposition.

Leadership/Coaching - Proven ability to model leadership behaviors, act as a role model for peers, and embody the Key Values.

Building Effective Teams - Blends people, creates strong morale, shares success, fosters open dialogue, holds people accountable, and creates a sense of belonging.

Facilitating Change - Energizing and directly change needed to help KeyCorp competitive and vibrant.

Managerial Courage - Does not hold back anything that needs to be said; provides current, direct, complete and actionable positive and corrective feedback to others; lets people know where they stand.

Building Partnerships - Relates to others in an open and accepting manner; initiates and develops relationships with others as a key priority.

Managing & Measuring Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress and results; designs feedback loops into work.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

Proficiency with MS Office Suite of products, other sales and call center related systems, MoneyGuide Pro, Wealth2K and Salesforce.

COVERED EMPLOYEE DETERMINATION (This language is NOT to be posted – but a selection is needed for reference in administration of the Job Code)
The requirements for Covered Employees are specified by the "Regulatory Guidance on Sound Incentive Compensation Policies". Answer the questions below to determine if the position is ‘covered’ or ‘not covered’. If the answer to any of the following questions is “YES”, then the job may be considered ‘covered’ under the Sound Compensation guidance by the Fed. Final determination will be reviewed with the Director of Sound Compensation.

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Exempt

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.

JobID: 31507BR

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