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At Company, 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 Company, 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 Company 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.
Branch Staffing & Performance Coaching:
Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team
Partner with Area Retail Leader and Operations Leader to ensure staffing levels are aligned to staffing model
Instill Company’s vision and values with branch team
Create an engaging environment for clients and employees
Responsible for daily execution of the branch playbook
Develop a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and recommends products and services to help the client achieve their financial goals
Grow the business through tactics – Retention, Expansion and Acquisition
Develop centers of influence and networks in the community to identify prospective client referrals
Lead in daily branch huddles and hold team accountable to related activities and expectations
Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual development plans
Responsible for developing the branch team’s understanding of Company’s products and services, Company’s sales and service process and the competitive landscape
Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
Lead by example and ensure consistent delivery of distinctive service for all clients
Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
Responsible for successful onboarding and training of new employees
Develop 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 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
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 Company’s time tracking policies
Requirements 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 business
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Company 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, 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 Company'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 Industries
Undergraduate degree in business related field
FINRA Series 6 and 63 investment licenses*
State Insurance License*
*Investment products are offered through Company Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through Company Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with Company National Association (Company).
In addition to the competencies specific to the Branch Manager role, all Company employees are expected to exhibit Company’s Leadership Behaviors (Accountability, Managerial Courage, Drive for Results, Lead Change, Client Focus, Effective Collaboration Develop Self, Staff and Others, Business Acumen, Manage Vision and Purpose) as outlined in Company’s HR Online system.
Company's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Company is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Company provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name Company National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Company also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. Company is Member FDIC.
ABOUT THE BUSINESS:
Company Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. Company’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Company Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. Company Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.
Company is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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