Licensed Branch Manager

KeyBank•North Syracuse, NY

1d•$69,000 - $105,000•Onsite

About The Position

The Licensed Branch Manager leads and develops an in-person branch team to deliver 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 providing direction on operational and regulatory procedures and ensuring compliance with security, audit, and internal control requirements and timely completion of branch tasks. The manager leads consistent execution of the Branch Playbook to achieve branch goals, with a strong focus on acquiring and growing small business relationships. The role also serves as a leader in the local community and/or designated business area. The manager grows business through retention, expansion, and acquisition; develops community networks and centers of influence; and partners with branch teammates and other lines of business. Responsibilities include recruiting, staffing, scheduling, onboarding, training, coaching, and performance management. The position works Saturdays as directed by management and may involve occasional travel, including overnight stays. This is an office-based position in North Syracuse, New York.

Requirements

High school diploma, GED, or equivalent business 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.
Experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
Demonstrated effective communication and strong public speaking skills.
FINRA Series 6 license upon hire.
FINRA Series 63 license upon hire.
Life and Health Insurance licenses upon hire.
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; frequently use hands to manipulate or grasp objects; occasionally bend and lift from floor height; frequently lift 1–10 pounds and occasionally lift up to 30 pounds.

Nice To Haves

Bachelor’s degree.
Notary license upon hire.

Responsibilities

Provide a strong client experience by being present with clients and teammates and delivering distinctive service.
Make outside calls to small business clients and develop community networks and centers of influence to identify prospective client referrals.
Grow business through client retention, expansion, and acquisition, and lead the branch team in meeting activity, behavior, outcome, and individual expectations.
Lead and develop the in-person branch team, ensuring knowledge of the bank’s products, services, sales and service process, and competitive landscape.
Build partnerships within the branch and with other lines of business to acquire clients and deepen 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 deploying teammates to other branches as needed.
Facilitate in-person morning huddles and end-of-day debriefs.
Coach and manage performance through observation, joint sales calls, development planning, training tools, and recognition.
Guide the branch team in complying with regulatory, security, and internal controls and completing branch operational tasks on time.
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.