Branch Manager

KeyBank • Independence, OH

20d • Onsite

About The Position

The Branch Manager leads a KeyBank branch team in delivering excellent client service, understanding client needs, and recommending financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, including guiding teammates on operational and regulatory procedures and ensuring security, audit, and other branch tasks are completed on time. The manager leads consistent execution of the Branch Playbook and branch goals, with a strong focus on acquiring and growing small-business relationships. The role also serves as a market leader in the local community and/or designated business area.

The Branch Manager builds, coaches, develops, and motivates the branch team; grows business through client retention, relationship expansion, and client acquisition; and develops referral networks and community relationships. The manager oversees staffing, scheduling, recruiting, selection, onboarding, training, coaching, and performance management, and collaborates with branch and line-of-business partners. The position works Saturdays as directed by management and may involve occasional overnight travel. Other duties may be assigned.

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.
• Ability to leverage centers of influence to promote business.
• Experience influencing business partners, including investment, mortgage, and business-banking professionals.
• Effective communication and strong public-speaking skills.
• Strong leadership, coaching, and team-development ability.
• Strong work ethic, integrity, time management, and ability to manage multiple priorities.
• 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 use of hands 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.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Deliver a strong client experience and model distinctive service for clients and teammates.
• Conduct outside calls to small-business clients and develop community centers of influence and referral networks, with a focus on small business.
• Grow business through client retention, relationship expansion, and acquisition, while leading the team to meet activity, behavior, outcome, and individual expectations.
• Lead and develop the branch team’s knowledge of Key’s products and services, sales and service process, competitive landscape, vision, and values.
• Build partnerships within the branch and with line-of-business partners to acquire clients and deepen existing client relationships; manage internal and external centers of influence.
• Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying teammates to other 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, transactions, security measures, records, and compliance.
• Support sales and client relationships through appointments, quality conversations, recommendations, lead lists, walk-ins, and professional contacts.
• Address client complaints, teammate conflicts, business operations issues, risks, and unexpected challenges.
• Manage budgets, analyze performance and financial data, and make informed operational and business decisions.
• Work Saturdays as directed by management and perform other duties as assigned.

Benefits

• Base salary of $69,000–$105,000 annually, with placement dependent on factors including skills, experience, and geographic location.
• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for company benefits; specific benefits are not listed in the description.

What This Job Offers

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