Branch Manager

KeyBank • Portland, OR

3d • 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 guiding the team on operational and regulatory procedures and ensuring security, audit, and operational tasks are completed on time. The Branch 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 community relationships, develops referral networks, grows business through retention, expansion, and acquisition, and partners with other lines of business to serve and deepen client relationships. Responsibilities include hiring, scheduling, onboarding, training, coaching, and performance-managing branch teammates, while maintaining staffing coverage. The position is based at a branch and includes occasional travel, potentially overnight. Saturday work is required as directed by management.

Requirements

• High school diploma, GED, or equivalent experience.
• At least 3 years of experience in a sales capacity, 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 sales professionals.
• Demonstrated ability to communicate effectively and strong public speaking skills.
• Strong leadership, coaching, time-management, and team-development skills.
• Strong work ethic and high level of 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 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.
• Ability to travel occasionally, including overnight stays.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Provide a distinctive client experience and engage with clients and teammates to understand needs and support clients’ financial goals.
• Conduct outside calling to small-business clients and build community networks and centers of influence to identify prospective referrals.
• Grow the business through client retention, relationship expansion, and acquisition, and lead the branch team in achieving activity, behavior, outcome, and individual expectations.
• Lead and develop the branch team, building knowledge of the bank’s products, services, sales and service process, competitive landscape, vision, and values.
• Build partnerships within the branch and with other lines of business, focusing on client acquisition and deepening 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 deploy teammates to other branches when needed to ensure coverage.
• Conduct coaching and performance management through observation, joint sales calls, development planning, training tools, and recognition.
• Guide the branch team on regulatory, security, and internal controls, and ensure branch operational tasks are completed on time.
• Oversee day-to-day branch operations, transactions, security, records, and compliance, and address client complaints, teammate conflicts, and operational decisions.
• Research market trends, develop sales strategies and initiatives, and pursue opportunities to attract new clients and expand existing relationships.
• Manage budgets, review performance and financial data, assess risks, and make informed operational decisions.
• Work Saturdays as directed by management and perform other duties as assigned.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits eligibility is referenced, but specific benefits are not listed in the posting.

What This Job Offers

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