Branch Manager

KeyBank•Spring House, PA
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, analyze 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 Branch 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 grows business through client retention, expansion, and acquisition; builds community networks and centers of influence; and partners with internal business lines to acquire clients and deepen existing relationships. The role manages staffing and scheduling, recruits and onboards teammates, and provides coaching and performance management. It also oversees day-to-day branch activities, client service, security, risk, and regulatory compliance. Work on Saturdays is required as directed by management. Occasional travel, including overnight stays, is expected.

Requirements

  • High school diploma, GED, or equivalent experience.
  • At least 3 years of sales experience with a 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, decision-making, problem-solving, and relationship-building abilities.
  • 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 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

  • Provide a strong client experience by being present with clients and teammates and supporting clients’ financial wellness.
  • Make outside calls to small business clients and build community networks and centers of influence to identify prospective referrals.
  • Grow the business through client retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
  • Lead and develop the branch team, building knowledge of Key’s products and services, sales and service processes, competitive landscape, vision, and values.
  • Build partnerships within the branch and with line-of-business partners to acquire clients and deepen current client relationships; manage internal and external centers of influence.
  • Manage, staff, and schedule direct reports, including recruiting, interviewing, selecting, onboarding, and training teammates and arranging coverage at other branches as needed.
  • 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 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.

Benefits

  • Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • Eligible for company benefits; specific benefits are referenced through a linked benefits list but are not detailed in the posting.
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