Branch Manager

KeyBank•East Syracuse, NY

13d•Onsite

About The Position

The Branch Manager leads a branch team in delivering excellent client service, assessing clients’ needs, and recommending financial solutions to support their financial wellness and goals. The role is accountable for branch operations, regulatory compliance, security, audit procedures, and timely completion of operational tasks. The manager guides the team in executing the Branch Playbook and achieving 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 or designated business area. The Branch Manager builds, coaches, develops, and motivates the team; grows business through client retention, relationship expansion, and acquisition; and develops community networks and centers of influence. The manager partners with internal business lines, oversees hiring, scheduling, onboarding, and training, and applies consistent coaching and performance management. The role requires Saturday work as directed by management, occasional travel that may include overnight stays, and routine and frequent operation of a motor vehicle with a valid driver’s license. Other duties may be assigned or changed.

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.
Ability to leverage centers of influence to promote business.
Experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
Effective communication and strong public-speaking skills.
Strong leadership, coaching, time-management, and organizational skills.
Strong work ethic and high integrity.
Valid driver’s license and ability to routinely and frequently operate a motor vehicle.
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.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Deliver a distinctive client experience and maintain a strong client-focused culture.
Make outside calls to small business clients and develop community networks and centers of influence to generate referrals, particularly for small businesses.
Grow branch business through retention, expansion, and acquisition, and lead the team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring knowledge of products, services, sales and service processes, and the competitive landscape.
Build partnerships within the branch and with business-line partners to acquire clients and deepen existing relationships; manage internal and external centers of influence.
Manage staffing and schedules, recruit and select teammates, and oversee onboarding and training; deploy teammates to other branches as needed to ensure staffing coverage.
Coach and manage performance through observation, joint sales calls, development planning, training tools, and recognition.
Guide the team in complying with regulatory, security, audit, and internal control requirements and completing branch operations tasks on time.
Oversee day-to-day branch activities, transactions, records, security, and operational decisions.
Work Saturdays as directed by management and perform other assigned duties.