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KeyBank

Provides banking, loans, and financial services

Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePortland, OR, USA

About the Job

Requirements

  • A high school diploma, GED, or equivalent experience is required.
  • At least 3 years of sales experience with demonstrated ability to lead and coach a successful sales team is required.
  • At least 3 years of small-business deposit or credit experience and familiarity with small-business operations is required.
  • A general understanding of financial statements and concepts is required.
  • A demonstrated understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports, is required.
  • Ability to leverage centers of influence to promote business is required.
  • Experience influencing business partners, including Key Investment Services, Mortgage, and Business Banking sales professionals, is required.
  • Ability to communicate effectively and strong public-speaking skills are required.
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license is required.
  • 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 are required.

Responsibilities

  • Build, coach, develop, lead, and motivate a team that provides client service, analyzes client needs, and recommends financial solutions.
  • Be accountable for branch operations and compliance by directing and guiding the branch team on operational and regulatory procedures, ensuring compliance with operational, security, and audit procedures, and ensuring timely completion of branch operational tasks.
  • Lead the team in consistent execution of the Branch Playbook to achieve branch goals.
  • Acquire and grow small-business relationships and serve as a market leader in the local community or designated business area.
  • Provide a strong client experience by being present with clients and teammates and considering the impact of each interaction.
  • Make outside calls to small-business clients in the community and develop centers of influence and networks to generate prospective client referrals, with a focus on small business.
  • Grow the business through retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
  • Ensure the branch team understands the bank's products and services, sales and service processes, and competitive landscape, and instill the bank's vision and values.
  • Build partnerships within the branch team and with lines of business to acquire clients and deepen current client relationships, and manage internal and external centers of influence.
  • Manage, staff, and schedule direct-report work; recruit, identify, interview, and select branch team members; onboard and train new teammates; and deploy teammates to other branches as needed for staffing coverage.
  • Deliver coaching and performance management through observation, joint sales calls, development, training tools, reward, and recognition.
  • Guide the branch team on regulatory, security, and internal controls and ensure branch operations tasks are completed on time.
  • Work on Saturdays as directed by management.
  • Perform other duties as assigned; duties, responsibilities, or activities may change or new ones may be assigned.
  • Comply with bank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients' and the bank's best interests.
  • Use knowledge of client accounts and banking relationships and sound judgment in client interactions and transactions.
  • Lead the branch sales team in proactive client engagement through appointments, quality conversations, system-generated leads, walk-ins, and professional contacts, making recommendations that support clients' financial wellness goals.
  • Champion change and continuous improvement, align change initiatives with organizational values and strategy, and account for the human impact of change.
  • Manage time and guide the team through multiple priorities.
  • Conduct regular coaching sessions and develop individual development plans.
  • Build and maintain connections with clients, partners, and stakeholders to acquire and retain clients and foster trust and loyalty.
  • Lead, develop, and support teammates through recruiting, training, performance management, and creation of a positive work environment aligned with bank goals.
  • Research market trends, develop sales strategies, and implement initiatives to attract new clients and expand existing relationships.
  • Grow market presence and the client base by identifying markets, developing products or services, and expanding existing offerings.
  • Collaborate with businesses and organizations by identifying potential partners, negotiating agreements, and managing ongoing relationships.
  • Manage daily branch operations, including transactions, regulatory compliance, security, and accurate records.
  • Make decisions about client complaints, teammate conflicts, and business operations.
  • Identify and assess risks in projects and tasks, particularly those involving large sums of money.
  • Manage budgets, analyze performance, and make decisions based on financial data.
  • Address unexpected challenges and improve branch operations.
  • Set long-term goals and identify opportunities for growth.
  • Demonstrate the bank's values and comply with its Code of Conduct.
  • Travel occasionally, including overnight stays.

Desired Qualifications

  • A bachelor's degree is preferred.
  • A notary license is preferred.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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