Branch Manager

KeyBank•Pittsburgh, PA
•Onsite

About The Position

The Branch Manager leads a branch team in delivering excellent client service and recommending financial solutions that support clients’ financial wellness and goals. This role is accountable for branch operations, compliance, security, and timely completion of operational tasks, while leading consistent execution of the Branch Playbook and branch goals. The manager focuses on acquiring and growing small business relationships and serves as a leader in the local community and/or designated business area. The position includes developing and coaching teammates, growing client relationships and business through retention, expansion, and acquisition, and building partnerships with internal business units and community contacts. The manager oversees branch staffing, scheduling, recruiting, selection, onboarding, and training; provides coaching and performance management; and guides the team on regulatory, security, and internal controls. Work on Saturdays may be directed by management. Occasional travel, including overnight stays, is required, as is 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.
  • 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.
  • Ability to communicate effectively and strong public speaking skills.
  • Strong leadership, integrity, work ethic, 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 lbs. and occasional lifting of up to 30 lbs.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Deliver a strong client experience and help clients identify financial solutions that support their financial wellness goals.
  • Call on small business clients in and around the community and develop community networks and centers of influence to generate referrals.
  • Grow the business through client retention, relationship expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
  • Lead, coach, and develop branch teammates, ensuring they understand the bank’s products, services, sales and service process, 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.
  • Conduct observational coaching, joint sales calls, development planning, training, and performance management, using reward and recognition practices.
  • Guide the branch team on regulatory, security, internal-control, and operational procedures and ensure timely completion of branch operations tasks.
  • Oversee day-to-day branch operations, including transactions, security, records, and client or teammate issues.
  • Perform other duties as assigned 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.
  • Benefits are available to eligible employees; specific benefits are referenced via a link in the posting but are not listed.
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