Relationship Banker - Team Lead - Whittlesey Boulevard Branch
Core
Lead a team of bankers at a branch to meet customer financial needs, coach junior staff, and oversee branch operations in the Branch Manager's absence.
Role type
Team Lead, Relationship Banker
Builds
Customer relationships and branch revenue
Domain
Retail Banking
Deliverable
client delivery
Required skills
Coaching, sales, customer service, cash handling, compliance adherence, digital banking guidance, conflict resolution
Preferred skills
Bachelor's degree, supervisory/management experience
Technologies
Mobile banking, online banking, ATM systems, NMLS registry
Responsibilities
Coach junior bankers on product knowledge and customer needs; conduct outbound calls to acquire new customers; oversee branch operational and compliance tasks; resolve escalated issues; educate customers on financial products and digital solutions; partner with leadership on new business development.
Seniority
Individual Contributor with Team Lead responsibilities