Branch Review Specialist jobs in Elkhart, IN

Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

K
Branch Manager
  • KeyBank
  • Bristol, IN FULL_TIME
  • Location:

    121 E Vistula - Bristol, Indiana 46507

    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 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 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.

    Responsibilities
    • 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
    • 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 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
    • 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
    • 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 Qualifications
    • High School Diploma GED, or equivalent experience (required) or
    • Bachelor's Degree (preferred)

    Experience Qualifications
    • 3 years Experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
    • 3 years 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)

    Tactical 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 customers 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

    Personal Skills
    • Adaptability
    • Collaboration
    • Critical Thinking
    • Decision Making
    • Emotional Intelligence

    Practical Skills
    • Business Acumen
    • Oral & Written Communication
    • Risk Management
    • Storytelling
    • Change Navigation

    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.

    Job Posting Expiration Date: 07/11/2024

    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

    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 .


    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

     

  • 4 Days Ago

S
Branch Manager
  • Sharon Fence Company
  • Paris, IN FULL_TIME
  • DescriptionThe primary responsibility of the Branch Manager is to direct all work performed in the branch and to supervise all areas of operations. The Branch Manager will foster a positive environmen...
  • 7 Days Ago

U
Branch Manager
  • US11345-AIRGAS Airgas USA, LLC
  • Elkhart, IN FULL_TIME
  • R10038467 Branch Manager (Open) Location: Elkhart, IN - Retail shop How will you CONTRIBUTE and GROW? The Branch Manager has overall responsibility for the critical issues of branch operations and pro...
  • 1 Month Ago

E
Branch Office Administrator
  • Edward Jones
  • Goshen, IN FULL_TIME
  • At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have loca...
  • 17 Days Ago

S
Branch Manager for Fencing Company
  • Sharon Fence Company
  • Paris, IN FULL_TIME
  • The primary responsibility of the Branch Manager is to direct all work performed in the branch and to supervise all areas of operations. The Branch Manager will foster a positive environment and ensur...
  • 17 Days Ago

A
Branch Manager in Training
  • Advance America
  • Warsaw, IN FULL_TIME
  • Address: 3316 Lake City Hwy., Warsaw, Indiana, United States - 46580 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variety of personalized...
  • 10 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Branch Review Specialist jobs found in Elkhart, IN area

Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (180 km) east of Chicago, Illinois, and 150 miles (240 km) north of Indianapolis, Indiana. Elkhart has the larger population of the two principal cities of the Elkhart-Goshen Metropolitan Statistical Area, which in turn is part of the South Bend-Elkhart-Mishawaka Combined Statistical Area, in a region commonly known as Michiana. The population was 50,949 at the 2010 census. Despite the shared name, it is not the county seat of Elkhart County; that ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$47,666 to $61,979
Elkhart, Indiana area prices
were up 1.3% from a year ago

Branch Review Specialist in Columbus, MS
The branch review specialist job description covers overall performance of a branch.
December 15, 2019
Branch Review Specialist in Muskegon, MI
When a branch is not working at its best, a review specialist comes in.
January 05, 2020
Branch Review Specialist in New Brunswick, NJ
A branch review specialist has a specific set of duties outside of management and basic customer service within a bank branch.
January 16, 2020