Branch Manager
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 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 1,335 ATMs; telephone banking centers ; and a website, Key.com®, that provides account access and financial products 24 hours a day ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF) 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 clientsâ 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 branch operational 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. 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 clientsâ 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 Keyâs products, sales, and service models * Responsible for developing the branch teamâs understanding of Keyâs products and services, Keyâs 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 * Responsible for daily execution of the branch playbook 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 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 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 clientâs needs * Encourage business referrals in every sales process to generate profitable revenue * Accountable for risk management and compliance for the branch within established parameters 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 driverâs 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 PREFFERED QUALIFICATIONS * 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 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). FLSA STATUS: Exempt KeyCorp 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.
0 komentar:
Posting Komentar