Branch Manager

KeyBank • Town of Homer, NY

2h • $69,000 - $105,000 • Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, assess clients’ needs, and recommend financial solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring compliance with security, audit, and other controls. The manager leads consistent execution of the Branch Playbook to achieve branch goals, with a strong focus on acquiring and growing small business relationships, and serves as a market leader in the local community or designated business area.

The position is based at the KeyBank branch at 25 S Main Street, Homer, New York. It includes outside calling to small business clients, community networking and referral development, business growth through retention, expansion, and acquisition, and collaboration with internal and external business partners. The manager oversees staffing, scheduling, hiring, onboarding, training, coaching, and performance management for the branch team. Work on Saturdays may be directed by management. Occasional travel, including overnight stays, is required.

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, integrity, and work ethic.
• 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 generate referrals.
• Grow branch business through client retention, relationship expansion, and acquisition, and lead the team toward activity, behavior, and outcome goals.
• Lead and develop the branch team’s knowledge of Key’s products, services, sales and service processes, and competitive landscape.
• Build partnerships within the branch and with other business partners to acquire clients and deepen existing relationships.
• Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and arranging coverage across branches as needed.
• Coach and manage performance through observation, joint sales calls, development planning, training tools, and recognition.
• Guide the branch team on regulatory, security, and internal controls and ensure timely completion of branch operations tasks.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies and procedures.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for a list of benefits provided through the company’s benefits program.

What This Job Offers

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