Lead Relationship Banker

Job Description

Job Description

Description:

Lead Relationship Banker

We are seeking a dynamic and client-focused Lead Relationship Banker to join our team. This role offers an exciting opportunity to build strong relationships with clients, provide tailored financial solutions, and contribute to the growth of our banking services. The ideal candidate will demonstrate excellent communication skills, a deep understanding of banking products, and a passion for delivering exceptional customer service.

Key Responsibilities:

• Develop and maintain long-term relationships with high-net-worth clients and business banking customers.
• Identify clients’ financial needs and recommend appropriate banking products and services.
• Provide personalized financial advice and solutions to enhance client satisfaction and loyalty.
• Cross-sell banking products such as loans, deposits, investment services, and cash management solutions.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Monitor client accounts and proactively address any issues or opportunities for additional service.
• Stay informed about industry trends, banking regulations, and new product offerings.
• Achieve individual and team sales targets and contribute to overall branch performance.

Preferred Skills/Experience

• Adaptive Coaching - Adjusts coaching style and approach based on the individual needs, skills, and motivations of employees. This includes providing real-time feedback, fostering development, and ensuring employees are equipped to deliver exceptional customer service, sales and operational excellence
• Conflict Resolution - Uses rigorous logic, methods, and de-escalation techniques to solve difficult problems with effective solutions.
• Accountability - Takes ownership of decisions, actions, and outcomes, ensuring responsibilities are met with integrity and reliability. This includes delivering on commitments to customers and ensuring employees uphold high standards.
• Influence - Persuades, inspires, and guides others to support ideas, decisions, or initiatives, fostering collaboration and positive outcomes. This includes influencing employees to perform at their best and guiding customers toward beneficial solutions.
• Critical Thinking - Analyzes information, questions assumptions, and evaluates different perspectives to reach a well-supported conclusion.
• Priority Setting - Assesses tasks and responsibilities, focuses on the most critical and impactful activities to achieve business objectives. This includes balancing customer needs with employee workload and business goals.
• Relationship Management - Establishes, maintains, and grows positive and productive connections with others by leveraging active listening, effective communication, and strong interpersonal skills. Ensures successful interactions by building a genuine rapport and understanding others' needs.
• Business Insights - Drives the team with business, services, products, digital, and policy knowledge to achieve goals. Proactively engages in learning opportunities to sharpen awareness of trends and information in the industry.
• Multilingual Communication – Ability to communicate effectively in Spanish/Mandarin, and/or Cantonese to support diverse customer and employee interactions, enhance service delivery, and expand market reach.

Join our team and be part of a collaborative, growth-oriented culture that values professional development and customer excellence. We offer competitive compensation, ongoing training, and opportunities for career advancement in a supportive environment.

Requirements:

• Thorough product/service knowledge and thorough knowledge of regulatory, policy and compliance issues
• Solid understanding of retail product philosophy, including policies, procedures, documentation, and systems
• Thorough knowledge of teller and platform functions, including but not limited to processing transactions, balancing cash, opening accounts, and sales techniques
• Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability skills
• Ability to evaluate and resolve problems and issues with minimal guidance
• Demonstrated success in retail sales environment
• Working knowledge of employment practices including rewards and recognition, employee development, and change management