Learning & Development Consultant (Banking) - Seattle, WA

KeyBank; Kentucky; Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

In-office with flexible options

Equal opportunity employer

Job summary

KeyBank seeks a PCB Development Consultant to deliver targeted skill-building and core training to licensed bankers, advancing the Mass Affluent Strategy. You will partner with KIS ML, Market Retail Leaders, and Area Retail leaders to close performance gaps and strengthen branch teams.

You will lead a year-long licensing onboarding, guide cohorts, and collaborate with HR to align with policy. Travel is routine; strong coaching and relationship skills are essential.

Qualifications

• Bachelor's degree or equivalent business experience required.
• 5+ years of performance coaching experience required.
• 5+ years in financial services / investment industry required.
• Ability to build and lead a team within a matrix organization.

Responsibilities

• Foster training and development of PCB sales professionals throughout their first year as Licensed Bankers.
• Execute a 1-year licensing onboarding plan to support performance success.
• Lead a cohort of new PCB hires, guiding skill development and integration into branches.
• Coordinate learning strategies with Affluent segments and HR policy alignment.
• Assist strategic and tactical management of the licensed banker program across markets.
• Provide coaching and performance analysis to close gaps and improve outcomes.
• Partner with regional leadership to build PCB acumen and confidence.
• Contribute to talent acquisition for Licensed Banker roles.
• Ensure adherence to KeyBank policies and ethical standards.

Skills

Performance coaching

Team leadership

Cross-functional collaboration

Analytical thinking

Communication skills

Education

Bachelor's Degree

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.

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.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].