Branch Manager

KeyBank•New City, NY

3d•$69,000 - $105,000•Onsite

About The Position

The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, understand client needs, and recommend financial solutions. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring adherence to operational, security, and audit requirements. The Branch Manager leads consistent execution of the Branch Playbook to achieve branch goals and focuses 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 position leads the branch team in client acquisition, relationship growth, and service; develops relationships with small business clients and community referral sources; and oversees staffing, scheduling, recruiting, onboarding, coaching, and performance management. The Branch Manager also guides day-to-day branch operations and compliance, works Saturdays as directed by management, and may travel occasionally, including overnight stays. The role is based in a branch.

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 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.
Demonstrated ability to leverage centers of influence to promote business.
Demonstrated experience influencing business partners, including investment services, mortgage, and business banking professionals.
Demonstrated ability to communicate effectively and strong public speaking skills.
Strong leadership, coaching, time-management, judgment, and problem-solving skills; high work ethic and integrity.
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 use of hands to manipulate or grasp objects; occasional bending and lifting from floor height; frequent lifting of 1–10 lbs. and occasional lifting of up to 30 lbs.
Occasional travel, including overnight stays.

Nice To Haves

Bachelor's degree.
Notary license.

Responsibilities

Provide a strong client experience by being present with clients and teammates and helping clients with their financial needs.
Make outside calls to small business clients and develop community centers of influence and referral networks, with a focus on small business.
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 understanding 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, staff, and schedule direct reports, including recruiting, interviewing, selecting, onboarding, and training teammates, and arranging coverage at other branches as needed.
Coach and manage performance through observation, joint sales calls, development plans, training tools, and reward and recognition practices.
Guide the team on regulatory, security, internal-control, and operational requirements and ensure branch tasks are completed on time.
Work Saturdays as directed by management and maintain regular, predictable attendance.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients' and KeyBank's best interests.
Oversee day-to-day branch activities, transactions, security, records, budgets, and performance, and address client complaints, teammate conflicts, operational challenges, and risks.
Identify opportunities to grow sales and market presence through research, sales strategies, initiatives, new markets, products, services, and partnerships.