Demo

Branch Relationship Manager

Beyond TalentEdge
Rochester, NY Full Time
POSTED ON 5/13/2026
AVAILABLE BEFORE 6/10/2026

Beyond TalentEdge has a direct hire opportunity for a Branch Relationship Manager. Our client is a leader in banking industry.


The Branch Relationship Manager is responsible for the overall leadership, sales performance, and operational integrity of the branch. This role balances direct business development efforts with active management of branch staff, focusing on driving growth through team engagement, outbound calling efforts, and proactive identifying of customer needs.

The Branch Relationship Manager partners closely with Treasury Management and Lending teams to deliver comprehensive solutions, while maintaining accountability for branch performance, customer experience and daily operations.


Responsibilities:

  • Leads the overall sales and operational performance of the branch, ensuring alignment with established goals and market strategy
  • Actively participates in outbound calling and business development efforts to support branch growth
  • Drives branch growth by leading, coaching, and engaging team members in identifying opportunities, deepening relationships, and delivering customer solutions that achieve results
  • Establish clear sales expectations and calling activities for the branch team, monitors progress and provides ongoing feedback
  • Collaborates with Treasury Management and Lending partners to support identifying new opportunities, onboarding, and ongoing servicing needs for business customers
  • Takes consumer and home equity loan applications as needed to support customer relationship needs
  • Ability to make independent decisions within bank policy and procedure while exercising good judgment, able to help recognize and prevent fraud to protect customer and bank
  • Ensures customer concerns and escalations are resolved in a manner that strengthens trust, reinforces relationships, and delivers clear, simple outcomes
  • Fosters a branch environment that encourages teamwork, collaboration, and professional growth
  • Oversees the delegation of daily branch activities, schedules, team meetings and ensures effective operations of the branch according to bank policies and procedures
  • Contributes to the development and motivation of the branch team in the monitoring of individuals’ growth and performance to standards and goals, providing timely formal and informal performance feedback to employees
  • Attend seminars and meetings as appropriate
  • Will be required to travel when needed to bank meetings or functions
  • Supervises branch employees


Desired Skills and Qualifications:


  • Bachelor’s degree or equivalent work experience
  • A minimum of five years’ experience in a financial institution or loan office setting
  • Extensive background in financial institution operating policies and procedures and banking regulations both state and federal
  • Nationwide Mortgage Licensing System and Registry Identifier (NMLS) will be required
  • Customer and personal service experience
  • Economics and accounting experience
  • Excellent communication skills, both oral and written
  • Sales and Marketing experience
  • Clerical and administrative experience
  • Bank Secrecy Act


Salary:

$60,000 - $90,000


“Beyond TalentEdge is an Equal Opportunity Employer. It is the policy of Beyond TalentEdge to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.”

Salary : $60,000 - $90,000

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