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KeyBank

Provides banking, loans, and financial services

Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMarcellus, NY, USA

About the Job

Requirements

  • A high school diploma, GED, or equivalent experience is required.
  • At least 3 years of experience in a sales capacity, 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 further promote business.
  • Demonstrated experience influencing business partners, including Key Investment Services, Mortgage, and Business Banking sales professionals.
  • Demonstrated ability to communicate effectively and strong public-speaking skills.
  • Ability to communicate face-to-face and by phone with clients; 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.
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Ability to work Saturdays as directed by management.
  • Occasional travel, including overnight stays.

Responsibilities

  • Build, coach, develop, lead, and motivate a team to provide excellent client service, analyze client needs, and recommend 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 completing branch operational tasks on time.
  • Lead the team in consistently executing 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 recognizing the impact of each interaction.
  • Make outside calls to small-business clients in and around the community to deliver the bank's products and services; develop centers of influence and community networks to identify prospective client referrals, with a strong focus on small business.
  • Grow the business through retention, expansion, and acquisition tactics, and lead the branch team in meeting activity, behavior, and outcome expectations and individual expectations.
  • Lead and develop the branch team, ensuring understanding of the bank's products and services, sales and service process, and competitive landscape, while instilling the bank's vision and values.
  • Facilitate partnerships within the branch team and with line-of-business partners to acquire clients and deepen current client relationships; manage internal and external centers of influence.
  • Manage, staff, and schedule direct-report work schedules; recruit and identify talent, interview, select, onboard, and train new teammates; and ensure area staffing coverage by deploying teammates to other branches as needed.
  • Deliver a consistent coaching and performance-management process through observational coaching, joint sales calls, growth and development, training tools, and recognition.
  • Guide and direct the branch team to ensure compliance with regulatory, security, and internal controls, including timely completion of branch operations tasks.
  • Conduct regular coaching sessions, develop individual development plans, and support the team.
  • Research market trends, develop sales strategies, and implement initiatives to attract new clients and expand existing relationships.
  • Identify new markets, develop new products or services, and expand existing offerings to grow the bank's market presence and client base.
  • Collaborate with other businesses or organizations by identifying potential partners, negotiating agreements, and managing ongoing relationships.
  • Oversee the day-to-day activities required to run a bank branch efficiently, including transactions, regulatory compliance, security, and accurate records.
  • Make decisions regarding client complaints, teammate conflicts, and business operations.
  • Identify and assess risks in projects or tasks, particularly when overseeing 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.
  • Comply with all bank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.
  • Perform other duties as assigned; duties, responsibilities, or activities may change or new ones may be assigned.

Desired Qualifications

  • A bachelor's degree.
  • A notary license.
  • Knowledge of client accounts and business with the bank, and sound judgment with clients and transactions.
  • Lead by example and ensure consistent delivery of distinctive client service; develop team skills and confidence and grow the business through enduring client relationships.
  • Lead the branch sales team with a proactive client focus, using preset appointments and quality conversations to make recommendations supporting clients' financial-wellness goals, and leveraging system-generated lead lists, walk-ins, and professional contacts.
  • Champion a culture that embraces change and continuous improvement, align change initiatives with organizational values, strategic intent, and practices, and maintain focus on the desired end state while acknowledging the human impact.
  • Strong work ethic and high integrity.
  • Strong time-management skills and ability to lead a team through multiple priorities.
  • Build and maintain connections and interactions with clients, partners, and stakeholders to acquire new clients, retain existing clients, and foster trust and loyalty.
  • Encourage and inspire the team to achieve company goals and improve productivity.

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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