Branch Manager

KeyBank•Clackamas, OR

8h•Onsite

About The Position

The Branch Manager at Key Bank serves as a problem solver, trusted advisor, and partner to clients and businesses within the community. This role involves building, coaching, developing, leading, and motivating a team to provide excellent client service, analyze client needs, and recommend financial solutions for financial wellness and goal achievement. The Branch Manager is responsible for branch operations and compliance, offering direction and guidance on operational/regulatory procedures, ensuring adherence to operational, security, and audit procedures, and completing branch operational tasks in a timely manner. The manager leads the team through consistent execution of the Branch Playbook to meet Branch Goals, with a strong emphasis on acquiring and growing small business relationships. This position also acts as a market leader in the local community or designated business area, committed to helping clients progress in their financial journey.

Requirements

High School Diploma, GED, or equivalent experience
Minimum of 3 year of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team
Minimum of 3 years of demonstrated small business deposit/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 (COIs) to further promote business
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals
Demonstrated ability to effectively communicate and possess strong public speaking skills
Ability to lead by example and ensure consistent delivery of distinctive service for all clients
Ability to develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions
Ability to lead Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts
Ability to champion and foster a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact
Strong work ethic and high level of integrity
Excellent time management skills with ability to lead team through multiple priorities
Ability to provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans
Ability to build and maintain strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty
Ability to lead, develop, and support teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals
Ability to identify and pursue opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships
Ability to implement strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones
Ability to collaborate with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships
Ability to manage the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records
Ability to make important decisions regarding client complaints, teammate conflicts, and business operations
Ability to identify and assess potential risks in projects or tasks, especially when overseeing large sums of money
Strong leadership skills essential for motivating and guiding teammates effectively
Ability to encourage and inspire the team to achieve company goals and improve productivity
Ability to manage budgets, analyze performance, and make informed decisions based on financial data
Ability to tackle unexpected challenges and improving branch operations
Ability to set long-term goals and identify opportunities for growth

Nice To Haves

Bachelor's Degree
Notary License

Responsibilities

Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engage in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers
Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business
Be accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations
Lead and develop the branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the competitive landscape, while instilling Key’s vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Manage, staff, and schedule all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management
Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key