Branch Manager

KeyBank•Amherst, NY

19d•$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 operational, security, and audit procedures and timely completion of branch 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 grows business through client retention, relationship expansion, and acquisition; develops community networks and referral sources; and partners with internal lines of business. The position includes managing branch staffing and schedules, recruiting and onboarding teammates, coaching and managing performance, and guiding the team on products, services, sales practices, and compliance. The role works Saturdays as directed by management, may involve occasional overnight travel, and requires routine and frequent operation of 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 small business deposit or 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 sales professionals.
Effective communication and strong public speaking skills.
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 by engaging with clients and teammates and delivering distinctive service.
Make outside calls to small business clients and develop community centers of influence and networks to generate prospective client referrals.
Grow the business through client retention, relationship expansion, and acquisition, while leading the team to meet activity, behavior, and outcome expectations.
Lead and develop the branch team, ensuring understanding of the bank’s products and services, sales and service process, competitive landscape, vision, and values.
Build partnerships within the branch and with lines of business to acquire clients and deepen existing client relationships; manage internal and external centers of influence.
Manage, staff, and schedule direct reports; recruit, interview, select, onboard, and train teammates, and deploy teammates to other branches as needed to ensure staffing coverage.
Coach and manage performance through observation, joint sales calls, development activities, training tools, and recognition.
Guide the branch team in complying with regulatory requirements, security measures, internal controls, and timely completion of branch operational tasks.
Work Saturdays as directed by management.
Perform other duties as assigned and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.