Branch Manager

KeyBank•Toledo, OH

5d•Onsite

About The Position

The Branch Manager leads a branch team to deliver 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 directing the team on operational and regulatory procedures and ensuring timely completion of operational tasks. The manager leads consistent execution of the Branch Playbook and is responsible for achieving branch goals, with a strong focus on acquiring and growing small business relationships. The role also serves as a market leader in the local community and/or designated business area. The Branch Manager builds, coaches, develops, leads, and motivates the team; grows business through client retention, expansion, and acquisition; and develops partnerships with internal business partners and community referral sources. The manager is responsible for staffing, scheduling, recruiting, onboarding, training, coaching, and performance management. The position requires work on Saturdays as directed by management, occasional overnight travel, and routinely and frequently operating a motor vehicle with a valid driver’s license.

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 demonstrated 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, coaching, time management, and organizational skills, including the ability to manage multiple priorities.
Strong work ethic and high integrity.
Ability to routinely and frequently operate a motor vehicle and a valid driver’s license.
Ability to communicate face to face and by phone; frequent use of hands 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

Provide an excellent client experience by engaging with clients and teammates and understanding the impact of interactions on clients’ financial, personal, and professional lives.
Conduct outside calling to small business clients and develop community centers of influence and networks to identify prospective client referrals, with a strong focus on small business.
Grow the business through retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring teammates understand the bank’s products and services, sales and service processes, and competitive landscape.
Build partnerships within the branch and with lines of business to acquire clients and deepen existing client relationships; manage internal and external centers of influence.
Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and arranging coverage across branches as needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
Provide guidance on regulatory, security, and internal controls and ensure timely completion of branch operations tasks.
Manage daily branch activities, including transactions, compliance, security, records, client complaints, teammate conflicts, and business operations.
Research market trends, develop and implement sales strategies, and pursue opportunities to grow market presence, attract clients, and expand relationships.
Assess risks, manage budgets, analyze performance, make decisions based on financial data, and address operational challenges.
Work Saturdays as directed by management and perform other duties as assigned; duties and responsibilities may change.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.