Jobs · Business Development · New York

Branch Manager

KeyBank · Copake, NY · 1 mo ago
Business Development$69k–$105k/yrFull-time

About the role

Be a problem solver, trusted advisor, and partner to the people and businesses in Key Bank communities. The Branch Manager builds, coaches, develops, and motivates a team capable of providing excellent client service, analyzing clients' needs, and recommending financial solutions to help Key clients achieve financial wellness and their goals. The Branch Manager is accountable for branch operations and compliance, leading the team through consistent execution of the Branch Playbook to deliver on branch goals. This role has a strong focus on acquiring and growing small business relationships and serves as a market leader in the local community.

Responsibilities

  • Embody a strong client experience culture, being present with every client and teammate to positively impact their day.
  • Engage in outside calling to small business clients and develop centers of influence and networks in the community to identify prospective client referrals, with a focus on small business.
  • Grow the business through retention, expansion, and acquisition tactics, leading the branch team to meet activity, behavior, and outcome expectations.
  • Lead and develop the branch team, ensuring understanding of Key’s products, services, sales processes, and competitive landscape while instilling Key’s vision and values.
  • Facilitate strong partnerships within the branch team and with line-of-business partners, focusing on client acquisition and deepening relationships.
  • Manage, staff, and schedule all direct reports, including recruiting, interviewing, selecting, onboarding, and training new teammates, while ensuring appropriate staffing coverage.
  • Deliver consistent coaching and performance management through observational coaching, joint sales calls, growth and development initiatives, and a culture of reward and recognition.
  • Provide guidance to the branch team to ensure compliance with regulatory, security, and internal controls, including timely completion of all branch operations tasks.
  • Work on Saturdays as directed by management.
  • Perform other duties as assigned, with responsibilities subject to change.

Requirements

  • Minimum of 3 years of experience in a sales capacity with demonstrated ability to lead and coach a successful sales team.
  • Minimum of 3 years of demonstrated small business deposit/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 (COIs) to promote business.
  • Demonstrated experience influencing business partners, including Key Investment Services, Mortgage, and Business Banking sales professionals.
  • Demonstrated ability to effectively communicate and possess strong public speaking skills.
  • High school diploma, GED, or equivalent experience (required); Bachelor’s degree (preferred).
  • Notary license (preferred).
  • Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
  • Occasional travel, including overnight stays.

Skills

  • Lead by example to ensure consistent delivery of distinctive service for all clients.
  • Develop skills and confidence in a high-performing team to grow business through enduring client relationships.
  • Use sound judgment with clients and transactions, leveraging knowledge of clients’ accounts and business.
  • Lead branch sales with a proactive client focus, using preset appointments, quality conversations, and system-generated leads.
  • Champion and foster a culture that embraces change and continuous improvement.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills with the ability to lead a team through multiple priorities.
  • Provide guidance and support through regular coaching sessions and individual development plans.
  • Build and maintain strong connections with clients, partners, and stakeholders to acquire and retain clients.
  • Lead, develop, and support teammates through recruiting, training, and performance management.
  • Identify and pursue opportunities to grow sales by researching market trends and developing strategies.
  • Implement strategies to grow market presence and client base.
  • Collaborate with other businesses or organizations to achieve mutual goals.
  • Manage day-to-day branch activities, including transactions, compliance, security, and record-keeping.
  • Make important decisions regarding client complaints, teammate conflicts, and business operations.
  • Identify and assess potential risks, especially in overseeing large sums of money.
  • Strong leadership skills to motivate and guide teammates effectively.
  • Ability to encourage and inspire the team to achieve company goals and improve productivity.
  • Manage budgets, analyze performance, and make informed financial decisions.
  • Tackle unexpected challenges and improve branch operations.
  • Set long-term goals and identify opportunities for growth.

Physical Demands

  • Ability to communicate face-to-face and on the phone with clients.
  • Frequent use of hands to manipulate/grasp objects.
  • Occasional bending and lifting from floor height.
  • Frequent lifting of 1–10 lbs., occasional lifting of up to 30 lbs.

Pay

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

Benefits

This role is eligible for benefits, including but not limited to production incentives, commission, and discretionary bonuses. For a full list of benefits, click here.

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