Branch Manager - Insurance jobs in Poughkeepsie, NY

Location:

• 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
• 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
• 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.

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

• 3 years Experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
• 3 years 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)

• Notary License (preferred)

• 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 with customers and transactions
• Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
• Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact
• Strong work ethic and high level of integrity
• Excellent Time management skills with ability to lead team through multiple priorities

• Adaptability
• Collaboration
• Critical Thinking
• Decision Making
• Emotional Intelligence

• Business Acumen
• Oral & Written Communication
• Risk Management
• Storytelling
• Change Navigation

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

• Consumer Retail Management - 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.

• Occasional travel to include overnight stay.

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $67,000 to $101,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click for a list of benefits for which this position is eligible.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .