Branch Manager

KeyBank•Spring House, PA
•Onsite

About The Position

The Branch Manager leads and develops a branch team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including providing guidance on operational and regulatory procedures and ensuring compliance with operational, security, and audit requirements. The manager leads consistent execution of the Branch Playbook and branch goals, with a strong focus on acquiring and growing small-business relationships and serving as a local community or business-area leader. The Branch Manager grows business through client retention, relationship expansion, and acquisition. The role develops community networks and centers of influence, builds effective partnerships with internal and external business partners, and coaches the team to deliver the bank’s sales and service process. It also oversees staffing, recruiting, onboarding, scheduling, training, performance management, and branch operational tasks. The position is based at a branch in Spring House, Pennsylvania, includes Saturday work as directed by management, occasional overnight travel, and routine and frequent driving.

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 or 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.
  • Ability to leverage centers of influence to promote business.
  • Experience influencing business partners, including investment services, mortgage, and business banking professionals.
  • Effective communication and public-speaking skills.
  • Strong leadership, coaching, time-management, and organizational skills.
  • Strong work ethic and high integrity.
  • Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
  • Ability to communicate face to face and by phone; frequent hand use to manipulate or grasp objects; occasional bending and lifting from floor height; frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Deliver a strong client experience and model distinctive service in interactions with clients and teammates.
  • Make outside calls to small-business clients and develop community networks and centers of influence to identify prospective referrals.
  • Grow branch business through client retention, relationship expansion, and client acquisition, while leading the team to meet activity, behavior, and outcome expectations.
  • Lead and develop the branch team’s understanding of the bank’s products, services, sales and service process, competitive landscape, vision, and values.
  • Build partnerships within the branch and with other business lines, focusing on client acquisition and deepening existing relationships; manage internal and external centers of influence.
  • Manage branch staffing and scheduling, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying staff to other branches as needed.
  • Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
  • Guide the branch team in complying with regulatory, security, and internal controls and completing branch operational tasks on time.
  • Oversee day-to-day branch operations, transactions, security measures, records, and compliance.
  • Manage branch performance, budgets, and business operations, and make decisions using financial data.
  • Address client complaints, teammate conflicts, operational challenges, and potential risks.
  • Work Saturdays as directed by management and perform other assigned duties.

Benefits

  • Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • The posting refers applicants to a separate list of benefits for which the position is eligible; specific benefits are not listed.
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