KeyBank Small Business Team Lead in Brooklyn, Ohio
Small Business Team LeadinBrooklyn, OHatKeyBank
Date Posted: 10/17/2020
Employee Type: Full-Time
Location: 4900 Tiedeman Road Brooklyn, OH
Date Posted: 10/17/2020
Job Brief (Purpose)
Reporting directly to the Small Business National Sales Leader, the Small Business Team Lead is responsible for the leadership, production, and administration of the Small Business Wellness Advisor (SBWA). The role is accountable for ensuring SBWA s provide superior client services by resolving internal and/or external client inquiries, account servicing, resolving client issues, exploring opportunities to sell additional products and services and making qualified sales referrals. The Small Business Team Lead is responsible for the strategic positioning and direction of the team. The position serves as an effective coach to team members to drive superior client service and sales results. The Team Lead will partner closely with the branch network to ensure sales and support is being provided to business banking clients in the $0-$3MM segment.
Manages a team of centralized relationship managers who are responsible for maintaining and growing a client base of companies with revenue between $0-$3MM.
Partners with branch network to insure clients are properly managed within the centralized team.
Ensures the delivery of the BB value proposition
Coaches to the business banking value proposition and defined client experience
Directs the team s sales efforts through utilization of consistent sales processes/tools including a disciplined approach on servicing existing clients and sourcing new.
Maintains an in-depth knowledge of products and services
Fosters an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the SBWA team.
Provide guidance and identification of SBA questions, steps and expectation timelines as well as the basic identification of and guidance on potential SBA credit opportunities
Provide guidance and identification of real estate related questions, steps and expected time
Provide pricing oversight and execution consistency with Business Banking pricing policy
Supports sound credit initiation process to drive a high quality profitable portfolio
Creates a positive work environment, establishes high standards for work quality and provides opportunities for career growth in order to develop and retain a highly trained and motivated staff.
Establishes and tracks performance objectives for team members; manages and evaluates BRC RM s performance to established objectives, differentiates performance and strives to ensure each RM achieves their respective goals
3-5 years leadership experience within the financial services industry or equivalent experience
A minimum of 5 years proven success in sales management and/or business development role
Demonstrated experience with and thorough knowledge of personal, business and commercial financial statements, commercial lending, and small business operations
Ability to effectively execute against multiple priorities and deadlines
Strong interpersonal skills with an emphasis on consensus building and negotiations
Proven success leading and motivating a team
Ability to develop and challenge direct reports and peers through strong leadership and coaching
Proven experience with leading large scale projects and cross-functional initiatives
Excellent verbal and written communication skills and strong presentation skills
In depth knowledge of financial products and banking regulations
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.