Consumer Consultant

Location:

***The incumbent can be located anywhere within the KeyBank footprint (Alaska, Colorado, Connecticut, Idaho, Indiana, Maine, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Utah, Vermont, and Washington)***

ABOUT THE JOB (JOB BRIEF)

This role leverages client analytics and insights to formulate hypotheses that inform recommended business strategies. Presents hypotheses and recommended business opportunities and solutions to senior and executive leadership. The Consumer Consultant is responsible for developing and driving an educational plan based on field insights and ensures the execution of consumer client initiatives that are in accordance with business strategies.

The Consumer Consultant researches external market trends and competitive data, informs business strategy design, and leads the coordination of support partner activities for complex medium to large size initiatives.

ESSENTIAL JOB FUNCTIONS

• Provides client analytics and hypothesis leveraging internal client data external market research
• Collaborates and partners closely with support partners to create and develop business banking focused education for delivery to the field
• Coordinates and facilitates internal trainings in person and virtually
• Executes on strategic plans and is accountable for the pertinent aspects of assigned initiatives as it relates to the acquisition, deepening and retention of clients, field support and or innovation initiatives
• Leads and coordinates peer activity across all elements of the consumer segment strategy as it relates to acquisition, deepening relations, retaining clients, field support and or innovation
• Recommends opportunities for revenue growth and ensures alignment with the all-client segments
• Manages the tracking and communication of the progress against business goals
• Keeps regular contact with field advocates
• Ensures initiatives are executed according to on time and quality delivery requirements
• Coordinates client treatment scenarios as needed to support initiatives
• Successfully drives implementation of strategic initiatives
• Reviews progress, decisions, and unusual situations with senior management
• Keeps up to date on industry best practices
• Drives cross-functional implementation teams including but not limited to internal team members, support partners, and vendors to ensure successful execution of complex medium to large-scale initiatives
• Drives execution by effectively managing priorities, pace, scope, quality, cost, and risk

REQUIRED QUALIFICATIONS

• Bachelor's degree in business or related field and/or equivalent work experience
• Minimum of 7 years' experience in financial services
• 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 the 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 a geographically diverse sales team
• Superior knowledgeable of financial products, e.g. deposit & credit products, investments, etc.
• Travel required once per quarter.

COMPETENCIES

Business Acumen: Strong understanding of business partner strategy; Financial acumen

Communication: Strong written and verbal skills; beginning to develop ability to organize information in clear, consistent format; Capacity to develop ability to articulate a clear, thought-out message and formal delivery; Minimal skills in creating PowerPoint presentations

Leadership: Able to work independently under general direction / supervision

Partnering / Influencing: Ability to build relationships, partner, and influence

Critical Thinking / Problem Solving: 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

Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient workflow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources.

Planning: Accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into the process steps; develops schedules and task/people assignments; anticipates and adjusts for problems and roadblocks; measures performance again goals; evaluates results.

COMPENSATION AND 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.

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.