Branch Manager

KeyBank • Amherst, NY

13d • Onsite

About The Position

The Branch Manager leads a KeyBank branch team to deliver excellent client service, understand clients’ financial needs, and recommend solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including directing the team on operational and regulatory procedures and ensuring operational, security, and audit requirements are met. The manager leads consistent execution of the Branch Playbook and 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 develops and coaches teammates, oversees staffing and scheduling, and builds productive relationships with clients, business partners, and community referral sources. The role includes outside calling to small business clients and regular Saturday work as directed by management. The position is based at a KeyBank branch in Amherst, New York, and may involve occasional overnight travel and routine driving.

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 services, mortgage, and business banking professionals.
• Ability to communicate effectively and strong public speaking skills.
• Strong leadership, coaching, time management, and organizational skills; ability to manage multiple priorities.
• Strong work ethic and high level of integrity.
• Ability to communicate face-to-face and by phone; frequent use of hands to manipulate or grasp objects; occasional bending and lifting from floor height; frequent lifting of 1–10 lbs. and occasional lifting of up to 30 lbs.
• Valid driver’s license and ability to routinely and frequently operate a motor vehicle.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Deliver a distinctive client experience and build trusted relationships with clients and teammates.
• Call on small business clients in the community and develop centers of influence and referral networks, with a focus on small business.
• Grow branch business through client retention, relationship expansion, and acquisition, and lead the team in meeting activity, behavior, and outcome expectations.
• Lead and develop the branch team, building knowledge of Key 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 relationships; manage internal and external centers of influence.
• Manage branch staffing and scheduling, including recruiting, interviewing, selecting, onboarding, and training teammates, and 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, and internal controls, and ensure timely completion of branch operations tasks.
• Oversee day-to-day branch activities, including transactions, security, records, and operational decisions.
• Research market opportunities, develop and implement sales and growth strategies, and expand the branch’s client base and market presence.
• Manage budgets, analyze performance and financial data, assess risks, and address operational challenges.
• Work Saturdays as directed by management and perform other assigned duties.
• Comply with KeyBank policies and procedures, act ethically and professionally, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Routinely and frequently operate a motor vehicle with a valid driver’s license.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED