Commercial Client Success Team Lead
Core
Lead a relationship officer and client manager team to drive servicing execution, ensure timely resolution of client service requests, and manage bank and client risk for commercial banking clients.
Role type
Senior IC Commercial Client Success Team Lead
Builds
Commercial banking client servicing and relationship management
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
Commercial lending concepts, commercial banking support functions, coaching and development, commercial loan and deposit documentation, BSA/AML compliance, stakeholder management
Preferred skills
Accounting/finance/economics degree, treasury management, supervisory experience
Technologies
Banking servicing systems
Responsibilities
Lead a relationship officer and client manager team; drive accountability within the regional service organization; achieve OKR, scorecard, and KPI targets; participate in cross-functional teams for service delivery and risk management; direct resources to support service quality processes; ensure team members meet performance expectations; travel to meet with relationship teams and attend client meetings.
Seniority
Senior, hands-on IC with team leadership
