Branch Manager

KeyBank•Toledo, OH

11d•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads a KeyBank 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 compliance with security, audit, and internal controls. The Branch Manager leads consistent execution of the Branch Playbook to meet branch goals and focuses on acquiring and growing small business relationships. The role also serves as a leader in the local community and/or designated business area. The Branch Manager builds, coaches, develops, motivates, and manages the branch team, including recruiting, scheduling, onboarding, training, and performance management. They develop client relationships and the branch’s business through retention, expansion, and acquisition, including community outreach and partnerships with business and financial-service partners. This position is based at the Toledo, Ohio branch and includes occasional overnight travel and work on Saturdays as directed by management.

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.
Experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
Effective communication skills and strong public-speaking skills.
Ability to communicate face-to-face and by phone, use hands frequently to manipulate or grasp objects, bend occasionally, lift 1–10 pounds frequently and up to 30 pounds occasionally.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Occasional travel, including overnight stays.

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 networks and centers of influence to identify prospective client referrals.
Grow branch business through client retention, relationship expansion, and acquisition, and lead the team toward activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, building knowledge of Key’s products and services, sales and service processes, and 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, recruit and select team members, onboard and train new teammates, and arrange coverage across branches as needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
Guide the team on regulatory, security, and internal controls and ensure timely completion of branch operational tasks.
Work on Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.