Branch Manager
KeyBank - Maine

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About Key
  • Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $87 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website, Key.com®, that provides account access and financial products 24 hours a day.

    About the Business

    About the Job

    The Branch Manager reports to the Area Retail Leader and the primary focus of this role is to build, coach, develop, lead and motivate a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures and timely completion of KSAP (branch self assessment program) tasks. Responsible for managing, staffing and scheduling all direct reports within the branch. The Branch Manager provides sales and service leadership within the branch, manages/develops a team and is the market leader in the local community or designated business area. Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. The Branch Manager is accountable for marketing products and services to generate profitable revenue by calling on small businesses, developing centers of influence and networking in the community. Accountable for partnering with and referring business to all lines of business partners including, but not limited to, Retail, Investment Services, Mortgage, Private Banking, Business Banking, Cash Management, Middle Market, Merchant Services and Foreign Exchange to meet client needs. Responsible for achieving branch goals.

    Key's application process for this branch manager position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT.

    Essential Job Functions

    The role of the Branch Manager is to staff, build, coach, develop, lead and motivate a team that is capable of analyzing the clients' needs and recommending financial solutions that create a lasting client relationship. The Branch Manager is responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience. The Branch Manager also ensures that branch operations are effective and compliance requirements are met.

    Branch Staffing & Performance Coaching
    -Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader.
    -Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans.
    -Ensure the Branch team is trained on Key's products, sales, and service models.
    -Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape.
    -Conduct regular branch meetings.
    -Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers.
    -Lead by example and ensure consistent delivery of distinctive service for all clients.

    Branch Operations
    -Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks.
    -Ensure satisfactory or better branch audits.
    -Review and certify completion of continuity and recovery activities.
    -Ensure the branch focuses on operational processes to enhance the client experience.
    -Report and follow up on branch facility issues that hinder branch operations.
    -Monitor and coach customer service behaviors to exceed service measurement goals within the branch.
    -Provide opportunities for the service staff to observe sales interaction.
    -Accountable for daily NSF review/weekly overdraft monitoring.

    Opportunity Management
    -Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events.
    -Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals.
    -Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category.
    -Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships.

    Needs Assessment
    -Review client needs and understand how the solution fits the client.
    -Create and maintain active calling plan for Book of Business clients and prospects.
    -Model and inspect the completion of electronic client profiles in the Client Experience (CE) Desktop.

    Present/Pitch
    -Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them.
    -Engage business partners as needed to bring the best solution to the client.

    Fulfillment
    -Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences.
    -Walk through expectations with the client and ensure that the solution meets the client's needs.
    -Encourage business referrals in every sales process to generate profitable revenue.
    -Accountable for risk management and compliance for the branch within established parameters.

    Follow-Up
    -Ensure that client follow up calls are conducted by end of business day to confirm client understanding.
    -Maintain and call on a client book of business.
    -Ensure Branch financial goals are met or exceeded.
    -Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on cross selling and referrals; effectively manage internal and external COIs.
    -Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being met.
    -Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies.
    -Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources.

    Required Qualifications

    Non Business and Business Intensive Branches:
    -High School Diploma or 3 years of branch management experience.
    -3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team.
    -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 KeyBank business.
    -Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
    -Demonstrated ability to effectively communicate and possess strong public speaking skills
    -Working knowledge of PC (MS Windows and Office Products).
    -Ability to work branch hours to include weekends and occasional evenings.
    -Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver's license in order to make outside sales calls.

    Additional Responsibilities for Business Intensive Branches:
    -Demonstrated small business deposit/credit experience and familiarity with small business operations.

    Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

    Preferred qualifications:
    -Managerial experience
    -Undergraduate degree in business related field
    -FINRA Series 6 and 63 investment licenses*
    -State Insurance License*
    *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).

    Careers at Key

    KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
    KeyBank - 30+ days ago - save job - block
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  • About this company
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    Financial services giant KeyCorp unlocks its customers' monetary potential. With a focus on retail operations, flagship subsidiary...