Branch Manager

KeyBank • Warrington, PA

3d • Onsite

About The Position

The Branch Manager leads and develops a team to provide excellent client service, assess 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 completion of security, audit, and other branch tasks. The manager leads execution of the Branch Playbook and branch goals, with a strong focus on acquiring and growing small business relationships and serving as a leader in the local community or designated business area.

The position involves building client relationships and business through retention, expansion, and acquisition; coaching and managing teammates; and partnering with other lines of business. The Branch Manager oversees staffing, recruiting, onboarding, training, scheduling, performance management, and branch operations. The role also requires working Saturdays as directed by management and occasional travel, including overnight stays.

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 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, mortgage, and business banking professionals.
• Effective communication and public speaking skills.
• Strong leadership, integrity, time management, and ability to manage multiple priorities.
• 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.
• Compliance with KeyBank values, Code of Conduct, and policies and procedures.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Deliver a strong client experience and be present and engaged with clients and teammates.
• Make outside calls to small business clients and develop community networks and centers of influence to generate referrals.
• Grow branch business through client retention, relationship expansion, and acquisition.
• Lead the branch team in meeting activity, behavior, outcome, and individual performance expectations.
• Teach the team about Key’s products and services, sales and service processes, and the competitive landscape.
• Build partnerships within the branch and with line-of-business partners to acquire clients and deepen existing relationships.
• Manage branch staffing and schedules, recruit and select teammates, and oversee onboarding and training.
• Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
• Guide the branch team on regulatory, security, and internal controls and ensure timely completion of branch operations tasks.
• Oversee day-to-day branch activities, transactions, records, security, and operational decisions.
• 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.
• Benefits eligibility is referenced, but specific benefits are not listed in the job description.

What This Job Offers

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