Branch Manager

KeyBank•Marcellus, NY

9d•Onsite

About The Position

The Branch Manager leads a KeyBank branch team to deliver excellent client service, identify client needs, and recommend financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations, regulatory compliance, security, audit procedures, and timely completion of operational tasks. The manager leads the team in executing the Branch Playbook and achieving branch goals, with a strong focus 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 business through client retention, expansion, and acquisition; and develops partnerships with internal business partners and external centers of influence. The position includes recruiting, staffing, scheduling, onboarding, training, coaching, and performance management. The manager works Saturdays as directed by management and may be assigned other duties or responsibilities as needed. The position is based at a KeyBank branch. Occasional travel, including overnight stays, is required, and the employee must routinely and frequently operate a motor vehicle with a valid driver’s license. The role involves face-to-face and phone communication with clients, 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. The role offers an annual base salary range of $69,000 to $105,000 and eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives. Placement within the range depends on factors such as skills, experience, and geographic location.

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.
Demonstrated experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
Demonstrated ability to communicate effectively and strong public speaking skills.
Strong leadership skills, work ethic, integrity, time management, and ability to manage multiple priorities.
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.
Valid driver’s license and ability to routinely and frequently operate a motor vehicle.
Ability to work Saturdays as directed by management.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Provide a distinctive client experience and engage with clients and teammates to understand client needs and recommend appropriate financial solutions.
Make outside calls to small business clients and develop community networks and centers of influence to identify prospective client referrals.
Grow branch business through client retention, relationship expansion, and acquisition, and lead the team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring knowledge of KeyBank products and services, sales and service processes, and the competitive landscape.
Build partnerships within the branch and with lines of business, including managing internal and external centers of influence and supporting client acquisition and relationship deepening.
Manage branch staffing and scheduling, including recruiting, interviewing, selecting, onboarding, and training teammates, and arrange coverage at other branches as needed.
Coach and manage performance through observation, joint sales calls, training tools, development plans, and reward and recognition practices.
Guide the branch team in complying with regulatory requirements, security measures, internal controls, and operational procedures; ensure branch tasks are completed on time.
Oversee the day-to-day activities and operations of the branch, including transactions, records, security, and compliance.
Work Saturdays as directed by management and perform other duties as assigned.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
Travel occasionally, including overnight travel, and routinely and frequently operate a motor vehicle.