Branch Manager

KeyBank • Marcellus, NY

11d • $69,000 - $105,000 • Onsite

About The Position

The Branch Manager leads and develops a branch team to deliver excellent client service, understand clients’ needs, and recommend financial solutions that support their financial wellness and goals. The manager 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 role leads consistent execution of the Branch Playbook and is responsible for achieving 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 or designated business area.

The position involves growing business through client retention, relationship expansion, and new client acquisition; building community networks and centers of influence; and partnering with other business lines. The manager recruits, selects, schedules, onboards, trains, coaches, and performance-manages branch teammates, while maintaining staffing coverage. The role works Saturdays as directed by management and may involve occasional overnight travel. It requires routinely and frequently operating a motor vehicle with a valid driver’s license.

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 professionals.
• Effective communication and strong public speaking skills.
• Strong leadership, time-management, coaching, client relationship, and problem-solving 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 use of hands 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 consistent, distinctive client experience and be present and engaged with clients and teammates.
• Make outside calls to small business clients and develop community networks and centers of influence to generate prospective client referrals.
• 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’s knowledge of Key products and services, sales and service processes, and the competitive landscape.
• Build effective partnerships within the branch and with other lines of business to acquire clients and deepen existing client relationships.
• Manage staffing and schedules for direct reports, recruit and select talent, onboard and train new teammates, and deploy staff 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 operational tasks on time.
• Work on Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available as listed in the employer’s benefits materials.

What This Job Offers

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