Commercial Banking Team Lead

Valley Bank

11h

About The Position

In addition to all the functions of a Commercial Loan Officer, with respect to the assigned portfolio, the Team Leader is expected to manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development. The role involves training Junior Loan Officers, assisting in departmental reports, developing improved operational methods, performing annual performance appraisals, making calls on accounts and prospects, and setting and managing team goals. A driver's license is required.

Requirements

• Knowledge of credit underwriting, basic accounting and loan documentation.
• Strong leadership qualities.
• Proficient PC skills using Microsoft Word, Excel and Outlook.
• High level of interpersonal and social skills needed to interact with customers and/or prospective clients.
• Ability to prioritize, organize and delegate assignments.
• Good mathematical skills.
• Strong negotiating skills.
• Good administrative and credit skills.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.
• High School Diploma or GED
• A minimum of five years related commercial loans experience.
• Driver's license required.

Nice To Haves

• Bachelors Degree preferred.
• Ten years of related commercial loans experience preferred.

Responsibilities

• Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development.
• Properly train Junior Loan Officers.
• Assist in the preparation of departmental reports such as budgets, strategic plan, etc.
• Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
• Perform annual performance appraisals for staff.
• Make calls on accounts, prospects and COIs individually or jointly with Loan Officers or Senior Management.
• Set and manage achievement of team goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED