Apply on Employer Site

KeyBank · 3 days ago

Consumer Consultant

Brooklyn, OH

Full-time

Onsite

Senior Level

$79K/yr - $146K/yr

7+ years exp

KeyBank is a financial services company that is seeking a Consumer Consultant. The role involves leveraging client analytics to inform business strategies and presenting recommendations to leadership while ensuring the execution of consumer client initiatives.

Banking

Responsibilities

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 the pertinent aspects of assigned initiatives as it relates to the 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 as it relates to acquisition, deepening relations, retaining clients, field support, and/or innovation

Recommend opportunities for revenue growth and ensure alignment with all client segments

Manage the tracking and communication of the progress against business goals

Keep regular contact with field advocates

Ensure initiatives are executed according to on-time and quality delivery requirements

Coordinate client treatment scenarios as needed to support initiatives

Successfully drives implementation of strategic initiatives

Review progress, decisions, and unusual situations with senior management

Keep up to date on industry best practices

Drive 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

Drive execution by effectively managing priorities, pace, scope, quality, cost, and risk

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Client analyticsFinancial products knowledgeProject managementCritical thinkingPresentation skillsTeamworkCommunication skillsRelationship building

Required

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

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

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