The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to identify their financial needs and proactively offer appropriate products, services, and guidance to help them achieve their financial goals. The role also coaches a team of bankers and oversees some branch activities when the Branch Manager is absent. It is suited to candidates with retail or sales experience who are interested in growth, development, and upward mobility. The successful candidate is individually driven and competitive while also working collaboratively toward branch goals. The position calls for strong communication and leadership skills and the ability to provide personalized customer service. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and is eligible for overtime for hours worked in excess of 40 per week and for incentive plans.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED