Branch Manager

KeyBank•Town of De Witt, NY

2h•$69,000 - $105,000•Onsite

About The Position

The Branch Manager serves as a trusted advisor and partner to individuals and businesses in the local KeyBank community. The role builds, coaches, develops, leads, and motivates a team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support their financial wellness and goals. The Branch Manager is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring compliance with security, audit, and internal-control requirements. The manager leads execution of the Branch Playbook and branch goals, with a strong focus on acquiring and growing small-business relationships, and acts as a market leader in the local community or designated business area. The position is based at the East Syracuse, New York branch. It involves outside calling to small-business clients and developing community networks and centers of influence. The Branch Manager oversees branch staffing and scheduling, recruiting and onboarding, coaching and performance management, operational activities, and partnerships with other business lines. Work on Saturdays may be directed by management. Occasional travel, including overnight stays, is required, as is 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 demonstrated small-business deposit or 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 work ethic and integrity, excellent time-management skills, and ability to manage multiple priorities.
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 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

Provide a strong client experience and be present with clients and teammates.
Make outside calls to small-business clients and develop community networks and centers of influence to identify prospective referrals.
Grow the 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 business-line partners to acquire clients and deepen existing relationships; manage internal and external centers of influence.
Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying teammates to other branches as needed.
Deliver consistent coaching and performance management through observation, joint sales calls, development plans, training tools, and recognition.
Guide the team in complying with regulatory requirements, security procedures, internal controls, and timely completion of branch operational tasks.
Work on Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.