Branch Manager

KeyBank•Mahopac, NY

5d•Onsite

About The Position

The Branch Manager leads and develops a branch team to provide excellent client service, understand client needs, and recommend financial solutions that support clients’ financial wellness goals. The role is accountable for branch operations, regulatory compliance, security, audit procedures, and timely completion of operational tasks. The manager leads consistent execution of the Branch Playbook and is responsible for achieving branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a market leader in the local community and/or designated business area. The Branch Manager builds community relationships and referral networks, grows business through client retention, expansion, and acquisition, and develops partnerships with internal and external business partners. The role manages branch staffing and schedules, recruits and onboards teammates, coaches and manages performance, and promotes a positive, high-performing team culture. The position is based at a branch in Mahopac, New York, and includes occasional travel, potentially overnight. Saturday work may be required as directed by management. The position requires a high school diploma, GED, or equivalent experience; a bachelor’s degree is preferred. A minimum of three years of sales experience leading and coaching a successful sales team, and three years of small-business deposit/credit experience and familiarity with small-business operations, are required. The annual base salary range is $69,000–$105,000, with eligibility for incentive compensation. The posting refers applicants to a separate benefits list but does not enumerate benefits in the description.

Requirements

High school diploma, GED, or equivalent experience.
At least 3 years of experience in a sales capacity, with demonstrated ability to lead and coach a successful sales team.
At least 3 years of demonstrated small-business deposit/credit experience and familiarity with small-business operations.
General understanding of financial statements and concepts.
Demonstrated understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
Demonstrated ability to use centers of influence to promote business.
Demonstrated experience influencing business partners, including investment, mortgage, and business banking sales professionals.
Effective communication and strong public-speaking skills.
Ability to communicate face to face and by phone, frequently use hands to manipulate or grasp objects, occasionally bend and lift from floor height, frequently lift 1–10 pounds, and occasionally lift up to 30 pounds.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
Strong leadership, integrity, work ethic, time management, coaching, and decision-making skills.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Provide an excellent client experience and engage with clients and teammates in a way that supports clients’ financial goals.
Make outside calls to small-business clients and develop community centers of influence and referral networks, with a strong focus on small business.
Grow business through retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring teammates understand the bank’s products, services, sales and service process, and competitive landscape.
Build partnerships within the branch and with line-of-business partners to acquire clients and deepen existing relationships; manage internal and external centers of influence.
Manage branch staffing and schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying teammates to other branches when needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
Guide the branch team on regulatory requirements, security, internal controls, and timely completion of branch operations tasks.
Oversee day-to-day branch activities, transactions, records, operational efficiency, and security.
Address client complaints, teammate conflicts, business operations challenges, and potential risks.
Manage budgets, review performance and financial data, set goals, and identify opportunities for branch growth.
Work Saturdays as directed by management and perform other duties as assigned.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and the bank.