Branch Manager

KeyBank•Toledo, OH
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads, coaches, and develops 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 guiding the team on operational and regulatory procedures and ensuring compliance with security, audit, and internal controls and timely completion of operational tasks. The manager leads consistent execution of the Branch Playbook and is accountable for 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 client and community relationships, grows the business through retention, expansion, and acquisition, and partners with internal lines of business. The position manages branch staffing and schedules, recruits and onboards teammates, and leads coaching, training, performance management, and development. Work on Saturdays may be directed by management. Occasional travel, including overnight stays, is required. The position is based in a KeyBank branch in Toledo, Ohio.

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.
  • Demonstrated understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
  • Demonstrated ability to leverage centers of influence to promote business.
  • Demonstrated experience influencing business partners, including investment, mortgage, and business banking professionals.
  • Demonstrated ability to communicate effectively and strong public speaking skills.
  • 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.
  • Occasional travel, including overnight stays.

Nice To Haves

  • Bachelor's degree.
  • Notary license.

Responsibilities

  • Deliver a strong client experience by being present with clients and teammates and providing distinctive service.
  • Make outside calls to small business clients and develop community networks and centers of influence to identify prospective client referrals.
  • Grow the business through client retention, relationship expansion, and acquisition, and lead the branch team in meeting activity, behavior, and outcome expectations.
  • Lead and develop the branch team, ensuring knowledge of Key products and services, sales and service processes, the competitive landscape, and the bank’s vision and values.
  • Build partnerships within the branch and with business partners to acquire clients and deepen current client relationships; manage internal and external centers of influence.
  • Manage branch staffing and schedules, recruit and select teammates, onboard and train new staff, and deploy teammates to other branches as needed for area coverage.
  • Coach and manage performance through observation, joint sales calls, development planning, training tools, and recognition.
  • Guide the branch team on regulatory, security, and internal controls and ensure timely completion of branch operational tasks.
  • Work on Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies, procedures, and its Code of Conduct.

Benefits

  • Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • A list of eligible benefits is available through the employer's benefits information.
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