Branch Manager

KeyBank•Middletown, NY

3d•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads, coaches, develops, and motivates a team to provide excellent client service, understand clients’ 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 compliance with operational, security, and audit requirements. The Branch Manager leads consistent execution of the Branch Playbook to achieve branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a market leader in the local community and/or designated business area. The Branch Manager grows the business through client retention, relationship expansion, and acquisition. This includes developing community networks and centers of influence, partnering with other business lines, and leading the team toward sales, service, and performance expectations. The role manages branch staffing and schedules, recruits and onboards teammates, and provides coaching and performance management. The role is based at a KeyBank branch in Middletown, New York. Work schedules are set in advance based on anticipated branch traffic and transaction volume. Saturday work is required as directed by management. Occasional travel, including overnight stays, may be required. The position requires routinely and frequently operating a motor vehicle with a valid driver’s license. Compensation includes an annual base salary range of $69,000 to $105,000 and eligibility for incentive compensation.

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.
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 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.
Ability to travel occasionally, including overnight stays.

Nice To Haves

Bachelor’s degree.
Notary license.

Responsibilities

Deliver a strong client experience by being present with clients and teammates and supporting clients’ financial wellness goals.
Make outside calls to small business clients and develop community networks and centers of influence to identify prospective client referrals, with a focus on small business.
Grow the business through retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the branch team, ensuring knowledge of Key’s products and services, sales and service processes, competitive landscape, vision, and values.
Build partnerships within the branch and with lines of business, focusing on client acquisition and deepening existing client relationships; manage internal and external centers of influence.
Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploy teammates to other branches as needed to maintain coverage.
Conduct coaching and performance management through observation, joint sales calls, development planning, training tools, and reward and recognition.
Guide the branch team in complying with regulatory, security, and internal controls, and ensure timely completion of branch operations tasks.
Work Saturdays as directed by management.
Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ and Key’s best interests.