Branch Manager

KeyBank•Middletown, NY

2d•Onsite

About The Position

The Branch Manager leads a KeyBank branch team in delivering excellent client service, understanding client needs, and recommending financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, guiding the team on operational and regulatory procedures, security, audit processes, and timely completion of branch tasks. The manager leads consistent execution of the Branch Playbook and is accountable for branch goals, with a strong focus on acquiring and growing small-business relationships. The Branch Manager also serves as a leader in the local community and/or designated business area. The position develops and motivates teammates, builds community relationships and referral networks, and grows business through client retention, relationship expansion, and acquisition. It requires effective staffing, scheduling, recruiting, onboarding, training, coaching, and performance management. The manager partners with internal lines of business and community contacts to deepen client relationships, while ensuring the branch operates efficiently and complies with KeyBank policies and procedures. The role is based at a branch in Middletown, New York. Work includes occasional travel, potentially overnight, and routinely and frequently operating a motor vehicle with a valid driver’s license. Saturday work may be directed by management. The position is eligible for a base salary of $69,000–$105,000 annually, plus eligibility for incentive compensation.

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 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.
Experience influencing business partners, including investment, mortgage, and business-banking sales professionals.
Effective communication and strong public-speaking skills.
Strong leadership, coaching, time-management, and organizational skills, with the ability to manage multiple priorities.
High work ethic and integrity.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
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 travel occasionally, including overnight stays.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Deliver a distinctive client experience and attend to clients and teammates during interactions.
Make outside calls to small-business clients and develop community centers of influence and referral networks.
Grow branch business through client retention, relationship expansion, and acquisition, and lead the team in meeting activity, behavior, and outcome expectations.
Lead, develop, and motivate the branch team; ensure teammates understand KeyBank products and services, sales and service processes, and the competitive landscape.
Build partnerships within the branch and with other lines of business to acquire clients and deepen existing client relationships.
Manage branch staffing and scheduling, including recruiting, interviewing, selecting, onboarding, and training teammates; deploy teammates to other branches as needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
Guide the team on regulatory, security, internal-control, and operational procedures and ensure timely completion of branch tasks.
Oversee day-to-day branch activities, including transactions, records, security, compliance, client complaints, and teammate conflicts.
Manage budgets, analyze performance and financial data, assess risks, and make decisions to improve branch operations and business results.
Identify opportunities and implement strategies to grow sales, market presence, and the client base.
Collaborate with businesses and organizations, develop partnerships, and manage ongoing relationships.
Work Saturdays as directed by management and maintain regular, predictable attendance.
Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients’ and Key’s best interests.