Branch Manager

KeyBank • New City, NY

2d • Onsite

About The Position

The Branch Manager leads a bank branch team to provide excellent client service, understand clients’ needs, and recommend financial solutions that 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 leads consistent execution of the Branch Playbook to achieve branch goals and focuses on acquiring and growing small-business relationships while serving as a market leader in the local community or designated business area.

The Branch Manager builds, coaches, develops, and motivates the branch team; oversees staffing, scheduling, recruiting, onboarding, training, coaching, and performance management; and works with internal and external partners to acquire clients and deepen existing relationships. The role includes outside calling on small-business clients, developing community referral networks, managing branch activities and risks, and working Saturdays as directed by management. The position is based in a branch and involves occasional travel, including possible overnight stays, as well as routinely 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, including 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, coaching, time-management, judgment, and team-motivation skills.
• Strong work ethic and high integrity.
• Ability to routinely and frequently operate a motor vehicle and hold 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.
• Ability to travel occasionally, including overnight stays.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Provide a distinctive client experience and engage with clients and teammates in branch interactions.
• Make outside calls to small-business clients and develop community centers of influence and referral networks.
• 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, building knowledge of the bank’s products, services, sales and service processes, and competitive landscape.
• Build partnerships within the branch and with lines of business; manage internal and external centers of influence to acquire clients and deepen relationships.
• Manage branch staffing and schedules, recruit and select teammates, onboard and train new hires, and arrange coverage across branches as needed.
• Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
• Guide the branch team on regulatory, security, internal-control, and operational procedures, ensuring timely completion of branch tasks.
• Manage day-to-day branch operations, including transactions, records, security, and compliance.
• Identify and manage risks, respond to client complaints and teammate conflicts, and address operational challenges.
• Research market opportunities, develop and implement sales strategies, and pursue growth in the branch’s market presence and client base.
• Collaborate with businesses and organizations to develop and manage relationships that support shared goals.
• Manage budgets, assess performance and financial data, and set long-term goals and opportunities for growth.
• Work Saturdays as directed by management and maintain regular, predictable attendance.
• Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients’ and Key’s best interests.
• Perform other duties as assigned.

Benefits

• Base salary of $69,000–$105,000 annually, with eligibility for incentive compensation that may include production, commission, and/or discretionary incentives.
• Eligible for company benefits; specific benefits are not listed in the posting.

What This Job Offers

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