Branch Manager

KeyBank•North Branford, CT

2d•Onsite

About The Position

The Branch Manager leads a bank branch team in delivering excellent client service, understanding clients’ needs, and recommending financial solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including providing guidance on operational and regulatory procedures and ensuring security, audit, and operational tasks are completed on time. The manager leads consistent execution of the Branch Playbook and works toward branch goals, with a strong focus on acquiring and growing small-business relationships. The role also serves as a leader in the local community or designated business area. The position involves building, coaching, developing, motivating, staffing, and scheduling the branch team; cultivating client and community relationships; and growing the business through retention, expansion, and acquisition. The Branch Manager partners with internal business lines and community contacts, manages performance and development, and ensures the team understands the bank’s products, services, sales and service process, and competitive landscape. The role requires Saturday work as directed by management, occasional travel that may include overnight stays, and routine and frequent operation of 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 small-business deposit and credit experience and familiarity with small-business operations.
General understanding of financial statements and concepts.
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, mortgage, and business banking sales professionals.
Ability to communicate effectively and strong public-speaking skills.
Strong leadership, coaching, time-management, and organizational skills, including the ability to lead through multiple priorities.
Strong work ethic and high level of 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 and hold a valid driver’s license.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Deliver a strong client experience by being present with clients and teammates and helping clients identify solutions that support their financial goals.
Make outside calls to small-business clients and build community centers of influence and networks to generate prospective client referrals.
Grow branch business through client retention, relationship expansion, and acquisition, and lead the team in meeting activity, behavior, and outcome expectations.
Lead and develop the branch team, ensuring understanding of the bank’s products and services, sales and service process, competitive landscape, vision, and values.
Build partnerships within the branch and with other business lines 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 deploy staff to other branches as needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
Guide the branch team in following regulatory, security, and internal controls and completing branch operational tasks on time.
Oversee branch operations, transactions, security, records, client complaints, teammate conflicts, and business activities.
Manage budgets, analyze performance and financial data, assess risks, and make decisions to improve operations and support growth.
Work Saturdays as directed by management and maintain regular, predictable attendance and timely performance of duties.
Perform other duties as assigned and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and the bank’s best interests.