Consumer Consultant (Sales Experience & Execution) - Remote

KeyBank•East Honolulu, HI

3d•$80,000 - $150,000•Remote

About The Position

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 also responsible for developing and driving an operational plan based on client 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.

Requirements

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 teams
Superior knowledgeable of financial products, e.g. deposit & credit products, investments, etc.
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, well-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 work flow; 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.

Responsibilities

Provides client analytics and hypothesis leveraging internal client data external market research
Collaborates and partners closely with support partners and other areas of expertise to develop hypotheses and programs for execution
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