Branch Manager

KeyBank•Port Clinton, OH
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads and develops a branch team to deliver excellent client service, understand client needs, and recommend financial solutions that support clients’ 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 operational, security, and audit procedures and timely completion of branch tasks. The manager leads the team in executing the Branch Playbook and achieving branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a market leader in the local community and/or designated business area. The Branch Manager builds community networks and relationships with small business clients and other centers of influence, leads sales and service activity, and partners with internal business lines to acquire clients and deepen existing relationships. The role recruits, staffs, schedules, trains, coaches, and manages branch teammates, while maintaining appropriate staffing coverage. The position requires occasional travel, routine and frequent operation of a motor vehicle with a valid driver’s license, and work on Saturdays as directed by management. Other duties may be assigned, and duties and responsibilities may change. The position is based at a branch in Port Clinton, Ohio. It offers a base salary range of $69,000 to $105,000 annually, with eligibility for incentive compensation that may include production, commission, and/or discretionary incentives. Placement within the range depends on factors such as skills, experience, and geographic location. Benefits eligibility is referenced in a separate benefits list, but specific benefits are not detailed in the posting.

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/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 work ethic and high level of integrity.
  • Excellent time-management skills and ability to lead a team through multiple priorities.
  • Strong leadership skills and ability to motivate and guide teammates.
  • 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 work Saturdays as directed by management.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Provide a strong client experience and be present with clients and teammates.
  • Make outside calls to small business clients and develop community centers of influence and referral networks, with a focus on small business.
  • Grow branch 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, building understanding of the bank’s products and services, sales and service process, competitive landscape, vision, and values.
  • Build partnerships within the branch and with business-line partners to acquire clients and deepen relationships with existing clients; manage internal and external centers of influence.
  • Manage, staff, and schedule direct-report work, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploy teammates to other branches as needed for area coverage.
  • Deliver coaching and performance management through observation, joint sales calls, development activities, training tools, and reward and recognition.
  • Guide the team on regulatory, security, and internal controls and ensure timely completion of branch operational tasks.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ and Key’s best interests.
  • Oversee day-to-day branch activities, transactions, compliance, security, and accurate records.
  • Support teammates through coaching, development planning, recruiting, training, and performance management.
  • Identify sales and market-growth opportunities, develop strategies, and implement initiatives to attract clients and expand relationships.
  • Manage budgets, analyze performance, make informed decisions using financial data, and address operational challenges and risks.
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