ABOUT THE JOB (JOB BRIEF):
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Branch Manager at Key, you create an engaging environment for clients and employees, develop the skills and confidences required of a high-performing team and profitably grow the business through helping new and existing clients achieve their financial goals.
The Branch Manager reports to the Area Retail Leader. The primary focus of the role is to build, coach, develop, lead and motivate a team that is capable of providing excellent client service in all interactions, analyzing clients’ needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. 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 branch operational tasks. Responsible for managing, staffing, and scheduling all direct report work schedules within the branch. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. Will serve as a market leader in the local community and/or designated business area.
ESSENTIAL JOB FUNCTIONS:
Branch Staffing & Performance Coaching
Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch teamPartner with Area Retail Leader and Operations Leader to ensure staffing levels are aligned to staffing modelInstill Key’s vision and values with branch teamCreate an engaging environment for clients and employeesResponsible for daily execution of the branch playbookDevelop a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and recommends products and services to help the client achieve their financial goalsGrow the business through tactics – Retention, Expansion and AcquisitionDevelop centers of influence and networks in the community to identify prospective client referralsLead in daily branch huddles and hold team accountable to related activities and expectationsDevelop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual development plansResponsible for developing the branch team’s understanding of Key’s products and services, Key’s sales and service process and the competitive landscapeExecute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performersLead by example and ensure consistent delivery of distinctive service for all clientsDevelop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationshipsResponsible for successful onboarding and training of new employeesDevelop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasksEnsure satisfactory (or better) branch auditsReview and certify completion of continuity and recovery activitiesEnsure the branch focuses on operational processes to enhance the client experienceReport and follow up on branch facility issues that hinder branch operationsMonitor and coach customer service behaviors to exceed service measurement goals within the branchProvide opportunities for the service staff to observe sales interactionAccountable for daily NSF review/weekly overdraft monitoringEnsure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being metManage employee hours worked in accordance to and compliant with Key’s time tracking policies
Non Business and Business Intensive Branches:
High School Diploma or 3 years of branch management experience3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team.General understanding of financial statements and conceptsDemonstrated understanding of consumer credit including loan to value, debt to income and credit reportsDemonstrated ability to leverage Centers of Influence (COIs) to further promote businessDemonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionalsDemonstrated ability to effectively communicate and possess strong public speaking skillsWorking knowledge of PC (MS Windows and Office Products)Ability to work branch hours to include weekends and occasional eveningsPhysical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver’s license in order to make outside sales calls, ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Additional Responsibilities for Business Intensive Branches:
Demonstrated small business deposit/credit experience and familiarity with small business operations
Note: 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.
3 Years of managerial experience in Retail or Financial Services IndustriesUndergraduate degree in business related fieldFINRA Series 6 and 63 investment licenses*State Insurance License*
All your information will be kept confidential according to EEO guidelines.