Learning & Development Consultant – Banking

Job not on LinkedIn

🔥 12 hours ago

☕ Washington – Remote

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💵 $80k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

🦅 H1B Visa Sponsor

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Logo of KeyBank

KeyBank

10,000+ employees

Founded 1994

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.

📋 Description

• Deliver targeted skill building and core training to the licensed banker population • Build confidence and skills with branch teams in support of the Mass Affluent Strategy • Collaborate with KIS ML, Market Retail Leaders, and Area Retail Leaders to close performance gaps • Foster and champion training and development of Key Private Client sales professionals during their first year as Licensed Bankers • Execute a one-year licensing onboarding plan • Lead a cohort of new PCBs throughout their first year and support skill development into successful Branch Bankers • Facilitate supplemental learning strategies across Affluent and Emerging Segments, including business acumen, skill building, and product education • Partner with Learning & Development to align with HR functions and policy • Assist with strategic and tactical management of the licensed banker program within markets • Support PCBs with conversation skills and wealth analysis debriefs • Monitor KPI progress by territory and region, identify performance trends and developmental gaps, and provide coaching recommendations • Serve as a culture carrier for KPC by sharing observations, best practices, and improvement areas • Escalate and elevate KPC best practices, opportunities, and challenges • Participate in talent acquisition for the Licensed Banker role, including initial interviews • Coordinate and support market tactics to educate and build skills within the PCB population • Maintain partnerships with regional leadership and lead through influence • Deliver PCBU for newly Licensed Bankers • Confirm collaboration and commitment from Retail and KIS leadership to build PCB acumen and confidence • Perform other duties as assigned and comply with KeyBank policies and procedures

🎯 Requirements

• Bachelor's Degree in related field or equivalent business experience (required) • 5+ years experience in performance coaching (required) • 5+ years experience in financial services / investment industry, with knowledge and understanding of the retail banking environment and affluent client markets (required) • Demonstrated ability to build, develop, and effectively lead a team (required) • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members (required) • FINRA License S6 (preferred) • FINRA License S63 (preferred) • Ability to communicate face to face and on the phone with clients • Ability to routinely and frequently operate a motor vehicle with a valid driver's license • Routine and frequent travel, including overnight stays • Ability to demonstrate Key's values and sustain proficiency in identified Leadership Competencies

🏖️ Benefits

• Base salary range of $80,000.00–$150,000.00 annually • Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives • Flexible options for roles that can be performed effectively in a mobile environment • Reasonable accommodations available for qualified individuals with disabilities or disabled veterans

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