Branch Manager

KeyBank•Pittsburgh, PA
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, 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 the team’s consistent execution of the Branch Playbook and delivery of 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 grows business through client retention, relationship expansion, and acquisition; develops community networks and centers of influence; and builds partnerships with internal business partners. The manager oversees staffing, scheduling, recruiting, selection, onboarding, training, coaching, and performance management for the branch team. The position also requires guiding the team on compliance and controls, working Saturdays as directed by management, occasional overnight travel, and routinely operating a motor vehicle with a valid driver’s license. Other duties may be assigned or changed at any time.

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 services, mortgage, and business banking sales professionals.
  • Demonstrated effective communication 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.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Deliver a distinctive client experience and be present with clients and teammates.
  • Make outside calls to small-business clients and develop community networks and centers of influence to identify prospective referrals, particularly for small business.
  • Grow 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’s understanding of products and services, sales and service processes, and the competitive landscape, while reinforcing Key’s vision and values.
  • Build partnerships within the branch and with line-of-business partners to acquire clients and deepen existing relationships; manage internal and external centers of influence.
  • Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying teammates to other branches as needed for coverage.
  • Conduct coaching and performance management through observation, joint sales calls, development activities, training tools, and recognition.
  • Guide the branch team in complying with regulatory requirements, security measures, internal controls, and timely branch operational tasks.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies, procedures, ethical standards, and client interests.
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