William Spence Email & Phone Number

Responsible for Developing and Implementing Strategic Human Capital Plans for Consumer Banking Line of Business Executives and Market Leaders • Provide counsel to Executive and Market Leaders to develop and implement strategic human capital plans that assists with effectively meeting business goals and objectives - Partner with leaders to create organizational designs and talent acquisition plans - Coach leaders on employee development and succession planning to ensure high performance and consistent staffing levels - Lead cross-functional teams of human resource partners to drive and maximize HR programs that provide solutions for workforce planning, performance management, compensation, recruiting, and complex employee relations situations• During tenure in role, effectively designed and implemented multiple re-organizations across Consumer, Wealth Management and Commercial lines of business resulting in multi-million dollar FTE savings to the organization• Analyzed employee engagement scores for three enterprise-wide employee engagement surveys and partnered with leaders to create action plans that increased employee engagement in each instance, measured by interim pulse surveys and feedback from teams supported• Actively participate in diversity and inclusion efforts across the organization, and over a ten-year time period acted in a leadership capacity to develop and grow the membership of an affinity group within the organization

Responsible for implementing strategic programs for Employee, Underbanked and Hispanic Client Segments• Coordinated a team of cross-functional support partners to enhance the rollout of the Consumer Banking Incentive Compensation (IC) Plan. I created a communication and support structure model that helped to continuously improve IC plan delivery to sales and service professionals• Coordinated all KeyBank/HSBC Integration Human Resources work streams for NY state merger. In addition, I designed and delivered change management training for Key employees selected to assist with onboarding HSBC employees. These activities led to a seamless human capital integration with favorable feedback from former HSBC employees.• Developed initiatives to acquire, deepen and retain Employee, Underbanked and Hispanic relationships• Coordinated support partners in Marketing & Communications, Product Management, Compliance, Client Insight, and Human Resources in implementing initiatives to meet strategic objectives• Designed and managed a series of employee financial education seminars and workshops focused on providing effective money management guidance, resources and tools to employees across the enterprise

Responsible for enhancing employee client relationships and fostering employee advocacy for KeyBank’s products and services • Created and instituted an employee client value proposition that positively shifted the employee culture as clients and advocates of KeyBank’s products and services• Built strategies and managed employee product and service programs that strengthened the engagement of 17,000 employees as client advocates, measured by a favorable increase in employee engagement survey scores during my tenure in this role. Strategies entailed employee product and service pricing, marketing promotions, product education, communications, relationship management, customer service, and continuous improvement • Enhanced employee product and service penetration with a 7% increase in the average number of Product per employee that generated a 49% growth in average deposit balances• Developed relationships with Human Resources, Product Management, Marketing, Risk Management, Sales and Service support partners to foster integration of exclusive employee client treatments into consumer client marketing programs and relationship management support• Designed and coordinated a series of employee financial education and retirement planning seminars resulting in 23% of participants establishing or enhancing investment relationships with the KeyBank• Designed and coordinated a product and service learning program for Executive Management

Led cross functional teams to enhance the commercial client experience in banking with Key, and facilitated internal culture shaping training sessions to improve employee performance• Facilitated strategic planning sessions and implemented enhanced business processes for Commercial Banking and Real Estate Capital lines of business in support of enterprise-wide Customer Relationship Management (CRM) initiative• Partnered with Institutional Research Director to build an online repository for client research resources, tools and guidelines for Commercial lines of business• Obtained Senn Delaney Facilitator Certification in July ’05 and facilitated culture shaping training sessions for employees across multiple lines of business including Institutional Banking, Commercial Banking, Real Estate Capital, Wealth Management, Investment Services, Risk Management, Commercial and Consumer Client Services, Consumer Mortgage Financing, Technology Services, and Commercial and Consumer Call Center Services

Recommended, developed, and implemented commercial credit lending product enhancements and pricing strategies that improved client relationship penetration and line of business revenues • Revamped operational processes, enhanced loan systems and developed reporting streams that streamlined and standardized commercial loan maturity and credit risk reviews across all commercial lines of business• Improved the bank’s ability to collect prepayment penalties on fixed rate commercial loans by upgrading multiple systems, loan documentation language, and the quarterly review process• Develop a model that educated relationship managers on break funding methodologies when restructuring fixed and adjustable rate commercial loans• Continuous Improvement Coordinator for corporate and investment line of business projects that leveraged best practices across multiples business and eliminated duplicative work streams

Managed a team of product managers to develop, market and increase profitability of the small business product portfolio• Managed a $5.5 billion small business deposit/credit product portfolio, improving product profitability and performance and provided daily supervision to a team of small business product managers

Responsible for developing, marketing and increasing profitability of the consumer unsecured line of credit product set• Managed a $400 million Unsecured Line of Credit product portfolio as it related to product profitability and performance. • Promoted to Vice President and Senior Credit Product Manager in July ’99 responsible for consumer and small business credit product portfolios

• Established and maintained profitable consumer, private banking and small business client relationships • Managed a staff of sales and service professionals to consistently achieve branch deposit and credit production goals

• Established and maintained client deposit and credit relationships to achieve sales production goals

Masters, Business Administration

Bachlor Of Arts, Business Admistration