Assistant Branch Manager
Branch manager job at Banner Bank
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As an Assistant Branch Manager you will lead the day-to-day operations of the branch. Supervise, train, and coach Teller staff. Support the Branch Manager in developing an on going sales performance culture. Effectively assist clients in achieving their financial goals by actively referring Bank products and services. Refer clients to other Bank specialists when applicable. Act in full management capacity in the absence of a Branch Manager.In this role you will have the opportunity to:
Oversee processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
Responsible for acting as a leader in sales, operations, and client service. Manage the operations of the branch along with the training, mentoring, and coaching of the teller team.
Assist with operational tasks and ensure they are completed on time. Adhere to policy and procedures to minimize risk and achieve satisfactory internal audit results.
Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools.
Responsible for presenting tailored solutions that meet the client's specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
Develop and maintain in-depth knowledge of all operational processes and requirements; meets compliance standards.
Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.
Assistant Branch Manager Requirements
H.S. Diploma or equivalent required
NMLS registration preferred
4 or more years of retail banking experience required
0 to 2 years of experience in a supervisory/management role leading a project, process or team Required
Knowledge, Skills & Abilities
Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
Possess effective selling, cross selling and referral skills.
Possess strong mathematical, problem solving, and negotiation skills.
Ability to analyze client credit data and other related financial information.
Experience in a financial sales representative-oriented role.
Travel
20%
Compensation & Benefits
Targeted starting hourly range (based on experience): $25.00-$35.93/hr
Annual incentive potential
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Auto-ApplyBranch Manager
Tacoma, WA jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyBranch Manager
Everett, WA jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyBranch Manager
Bellingham, WA jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyBranch Manager
Bellingham, WA jobs
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
At Key we've made a promise to our clients that they will always have a champion in us. To deliver on that promise, we're committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
Job Description
Location:
1200 12th Street - Bellingham, Washington 98225-7104
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/29/2025 KeyCorp is an Equal Opportunity Employer committed to 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.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations.
Qualifications
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Branch Manager
Bellingham, WA jobs
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
At Key we've made a promise to our clients that they will always have a champion in us. To deliver on that promise, we're committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
Job Description
Location:
1200 12th Street - Bellingham, Washington 98225-7104
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click
here
for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/29/2025 KeyCorp is an Equal Opportunity Employer committed to 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.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations.
Qualifications
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Enterprise Lending Officer - Bellevue
Bellevue, WA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
* Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
* Understands lending processes and credit guidelines to best develop solutions for each client's needs
* Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
* Leverages digital solutions, providing clients with a choice in preferred service pathways
* Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals
Skills:
* Business Development
* Client Management
* Customer and Client Focus
* Prospecting
* Risk Management
* Account Management
* Client Solutions Advisory
* Credit and Risk Assessment
* Pipeline Management
* Referral Identification
* Attention to Detail
* Credit Documentation Requirements
* Issue Management
* Networking
* Relationship Building
Required Skills and Experience
* Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources
* Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience
* Has a strong knowledge of loan products Conventional, Jumbo and Government.
* Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products
* Demonstrated understanding of processing, underwriting and/or closing procedures
* Has a working knowledge of federal regulations governing real estate lending
* Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.
* An ability to work independently
* Is a strong communicator, both written and verbal
* Is self-motivated and highly organized
* Can prioritize multiple competing tasks
* Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process
* Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume
* Can be flexible to work weekends and or extended hours as needed to serve clients
Desired Skills and Experience
* Familiarity with FHA and HUD guidelines
* Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
* Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
* The ability to analyze and comprehend complex financial data and provide financial alternatives
* Professional and effective interpersonal skills
* An ability to take ownership, accountability and can demonstrate integrity
* Adaptability and can demonstrate flexibility
* A positive attitude
* Effective communication styles
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Business Banking Relationship Manager (SB)
Tacoma, WA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Tacoma - 1201 PACIFIC AVE - WELLS FARGO PLAZA (WA9201) Pay and benefits information Pay range$75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBranch Manager
Puyallup, WA jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates 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 in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners.
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates
Facilitates in-person morning huddles and end of day debriefs
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
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.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail Management - 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.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyFinancial Center Manager
Redmond, WA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
Develops talent, including proactive sourcing of candidates
Manages client traffic, engaging and appropriately routing clients, and fostering client retention
Manages business results through formalized management routines and coaching
Creates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Drives operational excellence by engaging employees on business strategy
Manages organizational priorities and effective execution
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Skills:
Coaching
Customer Service Management
Customer and Client Focus
Performance Management
Talent Development
Business Operations Management
Recruiting
Result Orientation
Risk Management
Sales Performance Management
Inclusive Leadership
Leadership Development
Prioritization
Problem Solving
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Redmond - 22340 NE MARKETPLACE DR - REDMOND RIDGE BC (WA3169) Pay and benefits information Pay range$73,500.00 - $106,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyFinancial Center Manager - City Ridge Financial Center
Washington jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
Develops talent, including proactive sourcing of candidates
Manages client traffic, engaging and appropriately routing clients, and fostering client retention
Manages business results through formalized management routines and coaching
Creates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Drives operational excellence by engaging employees on business strategy
Manages organizational priorities and effective execution
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Required Qualifications:
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Can interpret performance results, find opportunities to drive success and hold others accountable to results
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
1+ years of management experience including hiring, coaching and developing direct reports
Experience in financial services and knowledge of financial services industry, products and solutions
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
Bilingual skills
Skills:
Coaching
Customer Service Management
Customer and Client Focus
Performance Management
Talent Development
Business Operations Management
Recruiting
Result Orientation
Risk Management
Sales Performance Management
Inclusive Leadership
Leadership Development
Prioritization
Problem Solving
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1 Ridge Square Nw - City Ridge (DC1849) Pay and benefits information Pay range$73,500.00 - $106,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyEnterprise Lending Officer - Bellevue
Bellevue, WA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
Understands lending processes and credit guidelines to best develop solutions for each client's needs
Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
Leverages digital solutions, providing clients with a choice in preferred service pathways
Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals
Skills:
Business Development
Client Management
Customer and Client Focus
Prospecting
Risk Management
Account Management
Client Solutions Advisory
Credit and Risk Assessment
Pipeline Management
Referral Identification
Attention to Detail
Credit Documentation Requirements
Issue Management
Networking
Relationship Building
Required Skills and Experience
• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources
• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience
• Has a strong knowledge of loan products Conventional, Jumbo and Government.
• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products
• Demonstrated understanding of processing, underwriting and/or closing procedures
• Has a working knowledge of federal regulations governing real estate lending
• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.
• An ability to work independently
• Is a strong communicator, both written and verbal
• Is self-motivated and highly organized
• Can prioritize multiple competing tasks
• Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process
• Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume
• Can be flexible to work weekends and or extended hours as needed to serve clients
Desired Skills and Experience
• Familiarity with FHA and HUD guidelines
• Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Professional and effective interpersonal skills
• An ability to take ownership, accountability and can demonstrate integrity
• Adaptability and can demonstrate flexibility
• A positive attitude
• Effective communication styles
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400) Pay and benefits information Pay range$65,000.00 - $73,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyMarket Financial Center Manager - WDC Market
Washington jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
Required Qualifications:
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Ability to pass pre-employment assessments and compliance requirements
• Availability to work weekends and/or extended hours as required to run the business
• Must be able to travel to any financial center within the defined market
Desired Qualifications:
• 1+ years management experience including hiring, coaching, and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
• Undergraduate degree
• Bilingual (fluent verbal and written)
Skills:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range$72,000.00 - $90,300.00 annualized salary, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBusiness Banking Relationship Manager
Seattle, WA jobs
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBusiness Banking Relationship Manager
Kirkland, WA jobs
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBusiness Banking Relationship Manager (SB)
Lynnwood, WA jobs
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Lynnwood - 3220 188th St SW - ALDERWOOD BC (WA4101) Pay and benefits information Pay range$75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBusiness Banking Relationship Manager- Maryland/Washington, DC
Washington jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range$75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBusiness Banking Relationship Manager- Maryland/Washington, DC
Silverdale, WA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MD - Silver Spring - 8511 Georgia Ave - Downtown Silver Spring (MD4801), US - MD - Wheaton - 2601 University Blvd W (MD9970) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyEnterprise Business Development Officer - Practice Solutions
Washington jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for identifying and developing new client relationships with healthcare professionals in their respective territories through direct calling and networking efforts with Bank of America Enterprise Partners. Key responsibilities include independently developing relationships with Enterprise Partners, prospecting clients, analyzing financials and product needs, and implementing appropriate sales strategies to carry out responsibilities and achieve production goals. Job expectations includes 40% travel, credit acumen, knowledge of products, and presentation skills.
Responsibilities:
Prospects new clients and centers of influence
Develops new business opportunities
Communicates, negotiates and develops client leads referred by Enterprise Partners
Manages territory sales strategies and market analysis
Identifies drivers of profitability and cashflow and be able to conducts an analysis from different financial statements
Skills:
Business Acumen
Business Development
Client Management
Prospecting
Relationship Building
Financial Analysis
Referral Identification
Referral Management
Sales Strategy
Account Management
Client Solutions Advisory
Credit Documentation Requirements
Pipeline Management
Presentation Skills
Required Qualifications:
2+ years of sales experience with good working knowledge of credit and lending issues.
Excellent oral and written communication skills including presentations
Self-motivated and result oriented
Desired Qualifications:
Strong desire to create business working with referral sources.
Undergraduate degree in business, finance or economics
Formal credit/lending training/strong credit skills with a focus on Practice lending
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MD - Baltimore - 7990 Honeygo Blvd - White Marsh (MD4577), US - MD - Bethesda - 7501 Wisconsin Ave (MD9983), US - MD - Columbia - 10320 LITTLE PATUXENT PKWY - MERRILL LYNCH BUILDING (MD4935) Pay and benefits information Pay range$80,800.00 - $103,400.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyBanker I- 9th Ave Branch
Branch manager job at Banner Bank
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments.What you'll need
3 or more months of job-related experience including cash handling, client service and sales required
Previous Teller experience preferred
Strong organizational skills; basic skills in math, negotiation, and problem solving
Effective verbal and written communication skills; proper phone and email etiquette
Good interpersonal and relationship building skills; excellent customer service skills
NOTE: higher levels of experience may be considered for a higher-level role in the same job.
Our Process
Complete a simple application and answer a few questions
Take a quick assessment that gives us a little more insight on your work style
Have a phone interview with the manager or recruiter
Have an on-site interview with the manager and another key member or two of the team
Get an offer if it's the right fit for you and Banner
Start working after a background check and kick-off an amazing career
Compensation and Benefits
Targeted starting hourly range (based on experience): $18+/hour
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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