Branch Manager

KeyBank; Town of Geneseo (NY); On-site; USD 85,000 - 100,000; Full time

Job summary

KeyBank is seeking a Branch Manager in Geneseo, NY to lead a team delivering exceptional client service while driving small business growth and community leadership.

You will coach staff, manage operations, ensure regulatory compliance, and build strong community ties to expand client relationships. Prior sales leadership and small business banking experience are essential for success.

Qualifications

• Minimum 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team.
• Minimum 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 ability to influence business partners and collaborate across lines of business

Responsibilities

• Lead and develop the branch team to achieve activity, behavior, and outcome expectations.
• Engage in outside calling to small business clients to identify referrals and opportunities
• Grow the business through retention, expansion, and acquisition tactics
• Ensure compliance with regulatory, security and internal controls across branch operations
• Oversee staffing, scheduling, onboarding, and training of branch teammates
• Foster partnerships within the branch and with line-of-business partners to deepen client relationships

Skills

Sales leadership

Coaching & development

Small business banking

Client relationship building

Public speaking

Compliance awareness

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Notary License

Job description

Location

66 Main Street - Geneseo, New York 14454

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
• Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business
• Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
• Leads and develops the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
• Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
• Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed
• Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
• Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• High School Diploma , GED, or equivalent experience (required)
• Bachelor's Degree (preferred)

Work Experience

• Minimum 3 years of Experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
• Minimum 3 years of Demonstrated small business deposit/credit experience and familiarity with small business operations (required)
• General understanding of financial statements and concepts (required)
• Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
• Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
• Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
• Demonstrated ability to effectively communicate and possess strong public speaking skills (required)

Licenses and Certifications

• Notary License (preferred)

Skills

• Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships.
• Is knowledgeable about the client's accounts and business with the bank and uses sound judgment