Business Banking Team Lead

Burke & Herbert Bank & Trust • Alexandria, VA

4d • Onsite

About The Position

This position is responsible for leading a team of Business Bankers focused on the growth of business banking relationships through the sale of loans, deposit accounts, and treasury services. The Business Banking Team Lead provides day-to-day leadership, coaching, and mentoring to support production, portfolio growth, sound credit practices, and an exceptional client experience. This role works closely with Business Bankers on calling activity, pipeline management, deal discussion, loan structure, pricing, relationship strategy, and partner engagement across Credit, Treasury Management, Retail, Operations, and other internal teams. The Business Banking Team Lead is also responsible for identifying and implementing process improvements that enhance efficiency, consistency, risk management, and service delivery, while supporting the growth and development of direct reports through regular feedback, one-on-one meetings, and performance management.

Requirements

• Demonstrated knowledge of business banking products and services, including commercial loans, deposit accounts, and treasury management solutions.
• Strong leadership, coaching, and mentoring skills, with the ability to motivate and develop a sales-oriented team.
• Sound credit acumen, including the ability to discuss loan structure, pricing, risk, and relationship strategy.
• Ability to manage multiple priorities, make informed decisions, and work effectively in a fast-paced environment.
• Strong analytical, problem-solving, and process improvement skills.
• Excellent verbal and written communication skills, with the ability to interact effectively with clients, team members, and internal partners.
• Commitment to delivering a high-quality client experience while balancing growth, efficiency, and risk management.
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Proficiency in LoanVantage, the Bank’s loan origination system.
• At least 5 years of experience in business banking, commercial lending, or a related financial services role required.
• Bachelor's degree in business, finance, or a related field, or equivalent additional relevant experience.

Nice To Haves

• Prior leadership or supervisory experience preferred, including coaching and developing sales or relationship management teams.
• Experience with business development, credit structuring, pricing, treasury management partnership, and portfolio management is strongly preferred.

Responsibilities

• Leads, coaches, and develops a team of Business Bankers in support of production goals, relationship growth, and a strong sales culture.
• Drives the growth of business banking relationships through the origination of loans, deposit accounts, and treasury services.
• Provides ongoing coaching and mentoring related to business development, calling strategies, pipeline management, cross-sell execution, and overall relationship management.
• Partners with Business Bankers on deal discussion, credit structuring, pricing, negotiation strategy, and exception identification to support sound, competitive transactions.
• Works closely with Credit partners and other internal stakeholders to facilitate effective underwriting, approval, closing, and portfolio management processes.
• Promotes disciplined portfolio management and credit quality by reinforcing sound underwriting standards, appropriate risk identification, and adherence to the Bank’s loan policy and approval guidelines.
• Collaborates with Treasury Management, Retail, Operations, and other business partners to deliver comprehensive client solutions and a coordinated customer experience.
• Monitors team performance, sales activity, pipeline trends, and results, and provides regular reporting, feedback, and performance direction as needed.
• Identifies, recommends, and implements process improvements that increase efficiency, consistency, service quality, and scalability across the business banking function.
• Ensures team adherence to applicable policies, procedures, compliance requirements, and regulatory standards, including those related to credit, documentation, and Bank Secrecy Act obligations.
• Supports talent development through regular one-on-one meetings, performance coaching, training, and annual performance reviews.
• Serves as a resource for complex client relationships, escalated issues, and strategic business banking opportunities.
• Perform other duties as assigned.

Benefits

• health insurance
• dental insurance
• vision insurance
• Paid Time Off (PTO)
• paid holiday schedule
• paid bereavement
• paid parental leave
• company paid life insurance
• paid long-term disability coverage
• 401(k) with a company match

What This Job Offers

• Job Type: Full-time
• Career Level: Manager