The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to determine their financial needs, then proactively recommends appropriate products, services, and guidance to help them achieve their financial goals. The role coaches a team of bankers and oversees some branch activities in the Branch Manager’s absence. It is intended for candidates with retail or sales experience seeking career growth and development. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, and demonstrates strong communication, leadership, and personalized customer-service skills. This position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and tracks hours worked in excess of 40 per week; it is eligible for overtime under the Fair Labor Standards Act.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED