Relationship Banker - Team Lead - Chatsworth Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer appropriate products and services to achieve their financial goals.
Role type
Retail banking team lead
Builds
Consumer and business banking products, loan and deposit solutions, digital banking offerings
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship management, sales, coaching, leadership, cash handling, compliance adherence
Preferred skills
Bachelor's degree, supervisory/management experience
Technologies
Mobile banking, online banking, ATM systems
Responsibilities
Guide and direct branch activities in partnership with the Branch Manager; Achieve branch targets by identifying customer needs; Conduct outbound phone calls to expand relationships; Provide coaching to junior bankers; Educate customers on financial products and digital solutions; Oversee operational and compliance tasks; Resolve escalated issues in the Branch Manager's absence.
Seniority
Individual Contributor with supervisory responsibilities