Executive Assistant To Evp
CurrentConsumer Client Growth (3/2021-Present)Transferred with EVP to Consumer Client Growth, a new division at KeyBank created to develop a comprehensive training program, Situational Solutions (SS), to educate client-facing team members. Beyond basic EA duties, such as managing executive’s calendar, travel arrangements and expenses, scheduling meetings, etc.:•Involved in SS strategy sessions and its rollout in NW OH/MI and South King County, WA.•Managed daily success story communication.•Created training materials using advanced PowerPoint features.•Implemented creative and motivational contests. •Advanced reporting using Tableau data and Excel.•Created and disseminated a survey to pilot areas. Response rate 58% within four hours.•Market research to help shape sales strategy approach and product comparison.•Assisted community officers with the KeyBus rollout – research competition, planning events, marketing, and reporting. •Red Cross volunteer coordinator for main campus.Consumer Lending and Payments (4/2020-3/2021)CL&P has one of the country’s 25 largest consumer credit cards, debit cards, and lending portfolios with roughly $3B in assets, 2.5 million clients, and $500M in annual revenue. Direct support to EVP. Assisted team of eight direct reports and 100+ employees as needed. Managed executive’s calendar, travel arrangements and expenses, scheduled meetings, etc. Coordinated team events and nationwide market visits. HR liaison. Responsible for HR system updates. United Way volunteer coordinator.