Learning & Development Consultant – Banking

This is a fully remote position, open to applicants in Washington.

📋 Description

• Provide targeted skill development and essential training to the licensed banker workforce.

• Enhance the confidence and capabilities of branch teams in alignment with the Mass Affluent Strategy.

• Collaborate with KIS ML, Market Retail Leaders, and Area Retail Leaders to address performance gaps.

• Support and champion the training and development of Key Private Client sales professionals during their initial year as Licensed Bankers.

• Implement a comprehensive one-year licensing onboarding plan.

• Guide a group of new PCBs throughout their first year and assist in their skill development to become successful Branch Bankers.

• Facilitate additional learning strategies across Affluent and Emerging Segments, focusing on business acumen, skill enhancement, and product education.

• Partner with Learning & Development to ensure alignment with HR functions and policies.

• Assist in the strategic and tactical management of the licensed banker program within designated markets.

• Support PCBs in developing conversation skills and conducting wealth analysis debriefs.

• Track KPI progress by territory and region, identify performance trends and developmental needs, and provide coaching recommendations.

• Act as a culture ambassador for KPC by sharing insights, best practices, and areas for improvement.

• Elevate and advocate for KPC best practices, opportunities, and challenges.

• Engage in talent acquisition for the Licensed Banker position, including initial interviews.

• Coordinate and facilitate market strategies to educate and enhance skills within the PCB population.

• Maintain collaborations with regional leadership and lead through influence.

• Deliver PCBU training for newly Licensed Bankers.

• Ensure collaboration and commitment from Retail and KIS leadership to foster PCB acumen and confidence.

• Perform additional duties as assigned and adhere to KeyBank policies and procedures.

⛳️ Requirements

• Bachelor's Degree in a related field or equivalent business experience (required).

• Over 5 years of experience in performance coaching (required).

• More than 5 years of experience in the financial services/investment industry, with knowledge of the retail banking environment and affluent client markets (required).

• Proven ability to build, develop, and effectively lead a team (required).

• Ability to work and influence successfully in a matrix environment and establish effective business partnerships at all team member levels (required).

• FINRA License S6 (preferred).

• FINRA License S63 (preferred).

• Proficient in face-to-face and telephone communication with clients.

• Capable of routinely operating a motor vehicle with a valid driver's license.

• Willingness to travel frequently, including overnight stays.

• Ability to exemplify Key's values and maintain proficiency in designated Leadership Competencies.

🏝️ Benefits

• Annual base salary range of $80,000.00–$150,000.00.

• Eligibility for incentive compensation, which may encompass production, commission, and/or discretionary incentives.

• Flexible options for roles that can be effectively performed in a mobile environment.

• Reasonable accommodations available for qualified individuals with disabilities or disabled veterans.