Branch Manager

KeyBank•Suffern, NY

1d•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads a branch team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support their financial wellness and goals. This role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring security, audit, and operational tasks are completed on time. The manager leads execution of the Branch Playbook to achieve branch goals and focuses on acquiring and growing small business relationships. The role also serves as a market leader in the local community and/or designated business area. The Branch Manager builds, coaches, develops, leads, and motivates the team; grows branch business through retention, expansion, and acquisition; and establishes partnerships with clients, community contacts, and internal business partners. Responsibilities include recruiting, staffing, scheduling, onboarding, training, coaching, and managing performance. The position is based in a branch in Suffern, New York, includes Saturday work as directed by management, occasional overnight travel, and routinely and frequently operating a motor vehicle with a valid driver’s license. The position offers a base salary range of $69,000 to $105,000 annually and eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives. The posting refers applicants to a separate list of eligible benefits but does not specify those benefits.

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 and 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 leverage centers of influence to promote business.
Demonstrated experience influencing business partners, including Key Investment Services, Mortgage, and Business Banking sales professionals.
Demonstrated effective communication and strong public speaking skills.
Strong leadership skills and ability to motivate and guide teammates.
Strong work ethic, high integrity, excellent time management, and ability to lead a team through multiple priorities.
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.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Compliance with KeyBank values, Code of Conduct, policies, and procedures.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Provide a strong client experience and engage with clients and teammates to understand needs and support clients’ financial goals.
Conduct outside calls to small business clients and develop community centers of influence and referral networks, with a strong focus on small business.
Grow branch business through client retention, relationship expansion, and acquisition, while leading the team to meet activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring knowledge of the bank’s products and services, sales and service process, competitive landscape, vision, and values.
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 branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training team members, and deploying staff to other branches as needed for coverage.
Use observational coaching, joint sales calls, training tools, recognition, and performance management to support teammate growth and development.
Guide the branch team on regulatory, security, and internal controls and ensure branch operational tasks are completed on time.
Work on Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.
Oversee day-to-day branch activities, including transactions, compliance, security measures, and accurate records.
Manage budgets, analyze performance and financial data, assess risks, address operational challenges, and identify opportunities for branch growth.
Travel occasionally, including overnight stays, and routinely and frequently operate a motor vehicle with a valid driver’s license.