Branch Manager

KeyBank•Town of Amherst, NY
•$69,000 - $105,000•Onsite

About The Position

The Branch Manager leads and develops a 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 and compliance, including guiding the team on operational and regulatory procedures and ensuring operational, security, audit, and task-completion requirements are met. The manager leads consistent execution of the Branch Playbook and branch goals, focuses on acquiring and growing small business relationships, and serves as a local community or business-area leader. The position also involves growing the business through client retention, relationship expansion, and acquisition; building community networks and referral sources; coaching and managing teammates; and partnering with other lines of business. The role is based at the Amherst, New York branch, includes occasional overnight travel, requires routine and frequent motor-vehicle operation with a valid driver’s license, and may require Saturday work as directed by management.

Requirements

  • High school diploma, GED, or equivalent experience.
  • At least 3 years of sales-capacity 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.
  • 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.
  • 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 being present with clients and teammates and understanding the impact of interactions on clients.
  • Make outside calls to small business clients and develop community centers of influence and networks to identify prospective referrals.
  • Grow the business through client retention, relationship expansion, and acquisition, and lead the team toward activity, behavior, outcome, and individual expectations.
  • Lead and develop the branch team, building knowledge of the bank’s products, services, sales and service process, competitive landscape, vision, and values.
  • Build partnerships within the branch and with other lines of business to acquire clients and deepen existing relationships; manage internal and external centers of influence.
  • Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying teammates to other branches as needed.
  • Coach and manage performance through observation, joint sales calls, development plans, training tools, and recognition.
  • Guide the branch team in complying with regulatory, security, and internal controls and completing branch operations tasks on time.
  • Work Saturdays as directed by management.
  • Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.
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