Branch Manager

KeyBank•Ransomville, NY
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads and develops a branch team to deliver excellent client service, identify clients’ needs, and recommend financial solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring security, audit, and other required tasks are completed on time. The manager leads consistent execution of the Branch Playbook to meet branch goals, with a strong focus on acquiring and growing small business relationships and serving as a leader in the local community or designated business area. The position is based at a KeyBank branch in Ransomville, New York. It includes community outreach and small-business calling, team staffing and scheduling, recruiting and onboarding, coaching and performance management, and collaboration with internal and external partners. Saturday work is required as directed by management, and occasional travel may include overnight stays.

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 demonstrated small-business deposit or 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.
  • 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.
  • Strong work ethic, integrity, time management, leadership, and coaching abilities.
  • 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 of up to 30 pounds.

Nice To Haves

  • Bachelor’s degree.
  • Notary license.

Responsibilities

  • Provide a strong client experience by being present with clients and teammates and supporting clients’ financial needs.
  • Call on small-business clients in the community, promote Key’s products and services, and develop community networks and centers of influence for prospective referrals.
  • Grow branch business through client retention, relationship expansion, and acquisition, and lead the team toward activity, behavior, and outcome goals.
  • Lead and develop the branch team, building knowledge of products, services, sales and service processes, and the competitive landscape.
  • Build partnerships within the branch and with lines of business to acquire clients and deepen existing relationships; manage internal and external centers of influence.
  • Manage staffing and schedules for direct reports, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploy staff 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, security, and internal controls, and ensure branch operations tasks are completed on time.
  • Work Saturdays as directed by management.
  • Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

  • Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
  • The position is eligible for company benefits; specific benefits are not listed in the posting.
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