Branch Manager

KeyBank•East Syracuse, NY
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a team that delivers excellent client service, understands clients’ needs, and recommends financial solutions to help clients achieve their financial wellness goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring operational, security, and audit requirements are met. The Branch Manager leads the team in executing the Branch Playbook and achieving branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a leader in the local community and/or designated business area. The Branch Manager grows the business through client retention, relationship expansion, and new client acquisition. This includes conducting outside calls to small business clients, developing community networks and centers of influence, partnering with internal lines of business, and coaching the team on Key’s products, services, sales and service process, and competitive landscape. The role manages branch staffing and schedules, recruiting and onboarding, coaching and performance management, and branch operations. Saturday work is required as directed by management. Other duties may be assigned, and duties and responsibilities may change.

Requirements

  • High school diploma, GED, or equivalent experience.
  • At least 3 years of sales experience, with demonstrated ability to lead and coach a successful sales team.
  • At least 3 years of small business deposit and credit experience and familiarity with small business operations.
  • General understanding of financial statements and concepts.
  • Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
  • Ability to leverage centers of influence to promote business.
  • Experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
  • Effective communication and strong public speaking skills.
  • Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
  • Ability to communicate face to face and by phone; frequent hand use to manipulate or grasp objects; occasional bending and lifting from floor height; frequent lifting of 1–10 pounds and occasional lifting up to 30 pounds.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Deliver a strong client experience by being present with clients and teammates.
  • Conduct outside calls to small business clients and develop community networks and centers of influence to generate referrals.
  • Grow the business through client retention, relationship expansion, and acquisition, while leading the team to meet activity, behavior, and outcome expectations.
  • Lead and develop the branch team, ensuring knowledge of Key’s products and services, sales and service processes, competitive landscape, vision, and values.
  • Build partnerships within the branch and with lines of business, focusing on client acquisition and deepening 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 as needed.
  • Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
  • Guide the branch team in complying with regulatory, security, and internal controls and completing branch operations tasks on time.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

  • Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • Benefits are available to eligible employees; specific benefits are referenced through a separate benefits list.
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