Branch Manager

KeyBank • Franklin, IN

12d • Onsite

About The Position

The Branch Manager leads and develops a branch team to deliver 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 that security, audit, and other branch tasks are completed on time. The manager leads consistent execution of the Branch Playbook to achieve 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 Branch Manager builds client relationships and grows the business through retention, expansion, and acquisition. The position leads recruiting, staffing, scheduling, onboarding, training, coaching, and performance management for branch teammates, while developing effective partnerships with internal business lines and community referral sources. The role also oversees day-to-day branch operations, promotes compliance and security, and makes decisions concerning clients, teammates, and business operations. Work is performed in a branch setting and may involve occasional overnight travel and routine, frequent driving.

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 or 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 and strong public speaking skills.
• Strong leadership, time management, work ethic, and integrity.
• Ability to communicate face-to-face and by phone; frequently use hands to manipulate or grasp objects; occasionally bend and lift from floor height; frequently lift 1–10 pounds and occasionally lift up to 30 pounds.
• 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 distinctive client experience and build trusted relationships with clients and teammates.
• Make outside calls to small business clients and develop community networks and centers of influence to generate referrals, particularly for small business.
• Grow branch business through retention, expansion, and acquisition, and lead the team in meeting activity, behavior, and outcome expectations.
• Lead, coach, develop, and motivate branch teammates; ensure their understanding of products, services, sales and service processes, and the competitive landscape.
• Build partnerships within the branch and with other lines of business to acquire clients and deepen existing client relationships; manage internal and external centers of influence.
• Manage branch staffing and schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploy teammates to other branches as needed to maintain area coverage.
• Use observational coaching, joint sales calls, training tools, and performance management to support teammate growth and recognize performance.
• Guide the branch team on regulatory, security, and internal controls, and ensure timely completion of branch operational tasks.
• Oversee day-to-day branch activities, transactions, compliance, security, and recordkeeping.
• Work Saturdays as directed by management.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Perform other duties as assigned; duties and activities may change.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for company benefits; specific benefits are referenced through a link in the posting.

What This Job Offers

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