Market Planner I

KeyBank • Brooklyn, OH

6d • $71,000 - $125,000 • Hybrid

About The Position

The Market Planner collaborates with support partners across Key Consumer Bank, Corporate Real Estate, Finance, Compliance, Community Responsibility, and Analytics to strategically plan the physical network of branches and ATMs. The role assesses markets and physical distribution within and beyond KeyBank’s footprint; develops, communicates, and supports short- and long-term distribution plans with quantified financial targets; identifies performance opportunities; and refines analytical models and tools with Branch Analytics. The role also evaluates market trends, opportunities, and threats and develops recommendations for addressing them.

The planner develops and drives multi-year physical-channel market plans for assigned markets, prioritizes opportunities against Consumer Bank financial goals, and builds business cases for proposed locations, relocations, lease renewals, and functionality additions. The position contributes to annual capital planning, monitors performance against business cases, and develops Low-Moderate-Income and Majority Minority Tract distribution action plans based on market research and parity analysis.

The role builds relationships with field and segment leaders, client partners, and third-party providers; coordinates with Real Estate, Channel, and Analytics partners; and serves as the primary contact for field leadership on physical-channel requests and updates. It integrates external consumer, internal client, competitive, government, and land-development data to inform decisions, uses ESRI ArcGIS to support recommendations, and fulfills GIS and mapping requests. The planner also analyzes competitive activity and customer behavior, identifies industry best practices, and partners with Real Estate on innovative physical-channel formats.

Requirements

• Bachelor’s degree in Business Administration, Real Estate Management, or a related field.
• At least 3 years of proven experience in analysis, development, communication, and implementation of network distribution strategies or plans, preferably in financial services or retail.
• Demonstrated experience with GIS or mapping software and ability to explain GIS and spatial information to non-GIS and non-technical audiences.
• Strong analytical background and demonstrated ability to synthesize data from multiple sources into meaningful conclusions and actionable strategic plans that support business objectives.
• Strong interpersonal, written, and verbal communication skills, including the ability to communicate simple and complex concepts and strategic recommendations to audiences at various levels, from managers to senior executives.
• Well-developed influencing skills, including the ability to demonstrate empathy and win people over to new perspectives.
• Ability to build and leverage relationships with cross-functional and external stakeholders to obtain information and facilitate execution of strategic direction.
• Ability to manage multiple projects simultaneously while prioritizing business-critical issues.
• Expert knowledge of Microsoft Word, PowerPoint, and Excel.

Nice To Haves

• Advanced degree.

Responsibilities

• Assess markets and physical distribution within and beyond KeyBank’s footprint.
• Develop, communicate, and support delivery of short- and long-term physical distribution plans with quantified financial targets aligned with Community Bank goals.
• Identify physical-channel performance opportunities and collaborate with partners to develop and implement corrective tactics.
• Develop, gain buy-in for, and drive execution of multi-year physical-channel market plans for assigned markets.
• Synthesize and analyze market, KeyBank, competitor, and other available data into actionable recommendations to optimize the physical network.
• Prioritize opportunities using the Consumer Bank’s financial goals and objectives.
• Create and deliver business cases for proposed new locations, relocations, lease renewals, and functionality additions to obtain approval from the Investment Review Committee and senior leaders.
• Contribute to annual capital planning and provide strategic oversight to Real Estate, Marketing, and Branch/ATM Channel partners to align priorities and spending with market plans.
• Work with Branch Analytics to review performance against business cases, course-correct, and inform future actions and model changes.
• Develop, manage, and execute Low-Moderate-Income and Majority Minority Tract physical distribution action plans based on market research and parity analysis.
• Build and maintain collaborative relationships with field and segment leadership, client partners, and third-party providers, integrating partner activities and securing stakeholder understanding and buy-in.
• Collaborate with Real Estate, Channel, and Analytics execution partners on strategy and tactical plans, and monitor execution status and results.
• Serve as the primary point of contact for field leadership regarding physical-channel requests, questions, and status updates.
• Integrate external consumer, internal client, market and competitive, government agency, and land developer data into analyses to inform development, validate growth predictions, and support Consumer Bank strategies.
• Use ESRI ArcGIS to develop well-supported recommendations.
• Support development of trade-area and micro-market methodologies to focus resource deployment, including staffing support and marketing campaigns.
• Fulfill ad hoc GIS and mapping requests from other Key lines of business.
• Analyze competitive benchmarks across markets, including market-share changes, competitor branch activity and formats, and operating hours and days.
• Identify best practices and conduct global and industry benchmarking related to physical-channel space.
• Partner with Real Estate to apply retailing best practices to new formats that use new technologies, improve revenues, and align with Key’s value proposition.
• Research and analyze how changing customer behavior affects physical networks, including in response to ad hoc leadership requests.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Flexible options for working in a mobile environment in circumstances where the role can be performed effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level