Branch Manager

KeyBank•Port Clinton, OH

18d•Onsite

About The Position

The Branch Manager leads and develops a 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 operational, security, and audit requirements are met. The manager leads execution of the Branch Playbook and 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 and maintains client, partner, and community relationships; drives retention, expansion, and acquisition; and develops the team through recruiting, onboarding, training, coaching, and performance management. The manager oversees branch staffing and scheduling, supports consistent compliance and security practices, manages day-to-day branch operations, and works with internal and external partners to deepen client relationships and grow the business. The role requires working Saturdays as directed by management, occasional travel including 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 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 services, mortgage, and business banking sales professionals.
Demonstrated ability to communicate effectively and strong public-speaking skills.
Strong work ethic and high integrity.
Excellent time-management skills and ability to lead a team through multiple priorities.
Ability to routinely and frequently operate a motor vehicle and hold 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 pounds and occasional lifting of up to 30 pounds.
Ability to demonstrate Key’s Values and comply with Key’s Code of Conduct.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Provide a strong client experience and engage with clients and teammates in branch interactions.
Conduct outside calling to small-business clients and develop community networks and centers of influence to generate prospective client referrals.
Grow the business through client retention, relationship expansion, and acquisition, and lead the branch team in meeting activity, behavior, and outcome expectations.
Lead and develop branch teammates, building knowledge of the bank’s products, 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 existing relationships; manage internal and external centers of influence.
Manage branch staffing and direct-report schedules, including identifying and recruiting talent, interviewing, selecting, onboarding, and training teammates, and arranging coverage across branches as needed.
Conduct coaching and performance management through observation, joint sales calls, development plans, training tools, and recognition.
Guide the branch team on regulatory, security, internal-control, and operational procedures and ensure branch tasks are completed on time.
Oversee day-to-day branch operations, including transactions, security, accurate records, risk assessment, and business decisions.
Research market opportunities, develop sales strategies, and implement initiatives to attract clients and expand relationships.
Collaborate with other businesses or organizations to achieve shared goals and manage ongoing partner relationships.
Manage budgets, analyze performance, and make decisions using financial data.
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 Key.
Perform other duties as assigned; duties and activities may change or be assigned at any time.