Consumer Consultant

KeyBank•Brooklyn, OH

3d•$79,000 - $146,000•Hybrid

About The Position

The Consumer Consultant role leverages client analytics and insights to formulate hypotheses that inform recommended business strategies. They present 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.

Requirements

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.
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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.