KeyBank

Learning & Development Consultant (Banking) - Seattle, WA

KeyBank • $80K — $150K *
Seattle, WA 98115In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in a related field or equivalent business experience
  • 5+ years in performance coaching
  • 5+ years in financial services or investment industry
  • Demonstrated ability to build and lead a team effectively
  • Ability to influence within a matrix environment

Responsibilities

  • Champion training and development for Key Private Client sales professionals
  • Execute a 1-year onboarding plan for new Licensed Bankers
  • Lead a cohort group for first-year development of PCB's
  • Facilitate learning strategies while partnering with HR and Learning & Development
  • Assist with strategic management of the licensed banker program
  • Coach PCB's on conversational skills and wealth analysis
  • Monitor performance against KPIs to identify training needs

Benefits

  • Flexible workspace options prioritized for in-office presence
  • Eligibility for incentive compensation including production and discretionary incentives
  • Health and wellness programs
  • Employee development opportunities
  • Comprehensive insurance coverage options
Full Job Description
Location:
For Those Who Work At Home, Washington

Job Summary
The PCB Development Consultant will deliver targeted skill building and core training to the licensed banker population to build confidence and skills with the branch teams, delivering on the Mass Affluent Strategy. The PCB Development Consultant collaborates, partners and influences the KIS ML, Market Retail Leaders, and Area Retail leaders to close gaps performance gaps.

Responsibilities
  • Foster and champion the training & development of a 'best in class' team of Key Private Client sales professionals throughout their first year of development as a Licensed Banker; inclusive of obtaining licenses, through putting it into practice and refining skills and approach.
  • Execute on a 1 year licensing onboarding plan to support individual performance success.
  • Leads a cohort group of new PCB's throughout their first year, acting as the portal and catalyst for skill development - connecting the dots into a successful Branch Banker.
  • Facilitate supplemental learning strategies across Affluent and Emerging Segments. Areas of focus may include business acumen, skill building, product education, etc.; partner with Learning & Development to ensure alignment with HR functions and policy
  • Assist in both the strategic & tactical management of the licensed banker program within markets
  • Assisting PCB's in the 'art of the conversation' through specific skill building activities and wealth analysis debrief
  • Stays in tune with progress against KPI's by Territory/Region to bring attention to markets that need more training/development; Identifies performance trends, identifies developmental needs / gaps and provides coaching techniques and recommendations to improve performance.
  • Culture carrier of KPC through observing, bringing forward observations, sharing best practices and areas of improvement; Escalate and elevate KPC related best practices, opportunities, and challenges to continuously improve the KPC model
  • Active involvement in talent acquisition for the Licensed Banker role by being involved in the initial interview process
  • Coordinate and Support market tactics to educate and build skill within PCB population
  • Develop and maintain a strong partnership with all Regional Leadership in order to lead and impact with influence
  • Deliver PCBU for newly Licensed Bankers
  • Confirm Collaboration & Commitment from Retail & KIS Leadership is focused on continuing to build PCB acumen and confidence to ensure their ability to perform at their maximum potential
  • 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.

Education Qualifications
  • Bachelor's Degree in related field or equivalent business experience (required)

Experience Qualifications
  • 5+ years Experience in performance coaching (required)
  • 5+ years Experiece 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)

Licenses and Certifications
  • FINRA License S6 (preferred)
  • FINRA License S63 (preferred)

Tactical Skills
  • Can be counted on to exceed goals successfully; organization they lead is constantly and consistently one of the top performers; very bottom-line oriented with a relentless focus on execution; steadfastly pushes self and others for results.
  • Ability to lead effectively in situations without direct control (influential leadership)
  • Objective and analytical thinker, ability to see the big picture and the practical implications
  • Proven success in recruiting, retaining, and growing high potential talent/teams
  • Ability to foster effective partnerships

Personal Skills
  • Adaptability
  • Collaboration
  • Critical Thinking
  • Decision Making
  • Emotional Intelligence

Practical Skills
  • Business Acumen
  • Oral & Written Communication
  • Risk Management
  • Analytical Thinking
  • Change Navigation

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

Physical Demands
  • Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Travel
  • Routine and frequent travel to include overnight stay.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 09/30/2026

#LI-Remote

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at KeyBank

More Finance & Insurance Jobs

Find similar Learning & Development Consultant (Banking) - Seattle, WA jobs:

NationwideSeattle, WA