Branch Manager

KeyBank•Portland, OR

4d•$69,000 - $105,000•Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a branch team to deliver excellent client service, analyze client needs, and recommend financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring compliance with operational, security, and audit procedures and timely completion of branch tasks. The manager leads consistent execution of the Branch Playbook to achieve branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a market leader in the local community and/or designated business area. The Branch Manager grows business through client retention, relationship expansion, and acquisition; develops community networks and centers of influence; and partners with internal and external stakeholders. The role manages branch staffing and scheduling, recruits and onboards teammates, coaches and manages performance, and ensures the team understands KeyBank’s products, services, sales and service processes, and competitive landscape. The position works Saturdays as directed by management and may involve occasional overnight travel.

Requirements

High school diploma, GED, or equivalent experience.
At least 3 years of sales experience with demonstrated ability to lead and coach a successful sales team.
At least 3 years of small business deposit and credit experience and familiarity with small business operations.
General understanding of financial statements and concepts.
Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
Ability to leverage centers of influence to promote business.
Experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
Effective communication and strong public speaking skills.
Strong leadership, time management, work ethic, and integrity.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Deliver a strong client experience and be present with clients and teammates.
Make outside calls to small business clients and build community networks and centers of influence to generate referrals, especially for small business.
Grow business through client retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team and build understanding of KeyBank products and services, sales and service processes, and the competitive landscape.
Build partnerships within the branch and with lines of business to acquire clients and deepen existing relationships; manage internal and external centers of influence.
Manage, staff, and schedule direct reports; recruit, interview, select, onboard, and train teammates, and deploy teammates to other branches as needed to provide area coverage.
Provide consistent coaching and performance management through observation, joint sales calls, development, training tools, and recognition.
Guide the team on regulatory, security, and internal controls, and ensure timely completion of branch operations tasks.
Work Saturdays as directed by management.
Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ and Key’s best interests.