Branch Manager

About the role

The Branch Manager at KeyBank is responsible for building, coaching, developing, leading, and motivating a team that provides excellent client service, analyzes clients' needs, and recommends financial solutions. They are accountable for branch operations and compliance, leading the team through consistent execution of the Branch Playbook to deliver on Branch Goals.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
• Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers
• Develops centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business
• Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading the Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations
• Ledds and develops the branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the competitive landscape, while instilling Key’s vision and values with branch team
• Facilitates strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
• Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed
• Delivers a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
• Provides guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
• 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

Requirements

• High School Diploma, GED, or equivalent experience (required)
• Bachelor's Degree (preferred)
• 3+ years Experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team (required)
• 3+ years Demonstrated small business deposit/credit experience and familiarity with small business operations (required)
• General understanding of financial statements and concepts (required)
• Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
• Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
• Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
• Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
• Notary License (preferred)

Qualifications

• Lead by example and ensure consistent delivery of distinctive service for all clients
• Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
• Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions
• Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts
• Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact
• Strong work ethic and high level of integrity
• Excellent time management skills with ability to lead team through multiple priorities
• Provides guidance and support to their teams; conduct regular coaching sessions and develop individual development plans
• Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty
• Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals
• Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships
• Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones
• Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships
• Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records
• Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
• Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
• Strong leadership skills are essential for motivating and guiding teammates effectively
• The ability to encourage and inspire the team to achieve company goals and improve productivity
• Managing budgets, analyzing performance, and making informed decisions based on financial data
• Tackling unexpected challenges and improving branch operations
• Setting long-term goals and identifying opportunities for growth

Skills

• Lead by example and ensure consistent delivery of distinctive service for all clients
• Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
• Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions
• Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts
• Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact
• Strong work ethic and high level of integrity
• Excellent time management skills with ability to lead team through multiple priorities
• Provides guidance and support to their teams; conduct regular coaching sessions and develop individual development plans
• Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty
• Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals
• Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships
• Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones
• Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships
• Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records
• Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
• Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
• Strong leadership skills are essential for motivating and guiding teammates effectively
• The ability to encourage and inspire the team to achieve company goals and improve productivity
• Managing budgets, analyzing performance, and making informed decisions based on financial data
• Tackling unexpected challenges and improving branch operations
• Setting long-term goals and identifying opportunities for growth