Branch Manager

KeyBank • Tualatin, OR

1d • Onsite

About The Position

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. The role 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. It involves engaging in outside calling to small business clients in and around the community, delivering the full depth and breadth of products and services Key offers, and developing centers of influence and networks to identify prospective client referrals with a strong focus on Small Business. The Branch Manager is 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. This includes leading and developing 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. The manager facilitates strong partnerships within the branch team and with line of business partners, focusing on client acquisition and deepening relationships. Responsibilities also include 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. The Branch Manager delivers a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, and utilization of training tools, leveraging a culture of reward and recognition. They provide guidance and direction to the branch team to ensure compliance of regulatory, security, and internal controls, which includes timely completion of all branch operations tasks. The role also requires working on Saturdays as directed by management and complying with all KeyBank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Requirements

• High School Diploma, GED, or equivalent experience
• Minimum of 3 year of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team.
• Minimum of 3 year of demonstrated small business deposit/credit experience and familiarity with small business operations.
• General understanding of financial statements and concepts.
• Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports.
• Demonstrated ability to leverage Centers of Influence (COIs) to further promote business.
• 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.
• Demonstrated ability to effectively communicate and possess strong public speaking skills.
• Strong work ethic and high level of integrity.
• Excellent time management skills with ability to lead team through multiple priorities.
• 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Nice To Haves

• Bachelor's Degree
• Notary License

Responsibilities

• Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.
• Build, coach, develop, lead, and motivate a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions.
• Be accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures.
• Ensure compliance with operational, security, audit procedures, and timely completion of branch operational tasks.
• Lead his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals.
• Focus on acquiring and growing small business relationships and serve as a market leader in the local community and/or designated business area.
• Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day.
• Engage in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers.
• Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business.
• Be accountable for growing the business through retention, expansion, and acquisition tactics.
• Lead Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
• Lead and develop the branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the competitive landscape.
• Instill Key’s vision and values with branch team.
• Facilitate 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.
• Manage, staff, and schedule all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates.
• Ensure appropriate area staffing coverage by deploying teammates to other branches as needed.
• Deliver 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.
• Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks.
• Work on Saturdays as directed by management.
• Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply 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.
• 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.
• Be knowledgeable about the client’s accounts and business with the bank and use sound judgment with clients and transactions.
• Lead 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.
• Champion and foster 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.
• Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
• Build and maintain strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
• Lead, develop, and support teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
• Identify and pursue 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.
• Implement 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.
• Collaborate with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
• Manage 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.
• Make important decisions regarding client complaints, teammate conflicts, and business operations.
• Identify and assess potential risks in projects or tasks, especially when overseeing large sums of money.
• Encourage and inspire the team to achieve company goals and improve productivity.
• Manage budgets, analyze performance, and make informed decisions based on financial data.
• Tackle unexpected challenges and improve branch operations.
• Set long-term goals and identify opportunities for growth.

Benefits

• This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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. Please click here for a list of benefits for which this position is eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED