This position will lead a team of service professionals in support of the Private Banking Group for all deposit and loan related responsibilities, while providing a high touch level of service to the growing affluent clientele.
The responsibilities include but are not limited to:
- Supervisory such as: recruiting, onboarding, coaching, training, scheduling, counseling, approving transactions, directing job duties, reviewing time cards, preparing and conducting performance evaluations, conducting employee work audits, employee engagement and motivation, and conducting 1X1’s and team meetings.
- Process management such as: monitoring the daily inbox workflow, spot-checking client correspondence, document reviews, monitor document tracking items, and spot-checking the past due loan system.
- Workflow management such as: approving wires, approving online banking forms, approving overdrafts, handling escalated complex or sensitive client concerns and issues, and work the backflow of requests as needed.
Required Skills:
- A minimum of three years of leadership experience in the financial or banking services industry with leading, managing, motivating, and developing a team experience.
- Supervisory abilities such as: leadership skills, sound decision making, the ability to motivate others, and the ability to address conflict in a positive productive manner.
- Excellent client service skills, excellent organizational skills, ability to multi-task, prioritize, relationship building skills, and manage a large amount of work in a fast pace environment.
- Lead by example to create a positive, engaging, and coaching environment to maximize employee productivity and engagement.
- Direct experience with banking activities such as but not limited to: credit card applications, deposit related activities, online banking, wires and transfers, lending, account maintenance, policies and procedures.
- Experience responding to client inquiries and concerns, and providing high quality client service and support.
- Strong verbal and written communication skills along with telephone and computer usage are critical to the job.
- Proficiency in all Microsoft applications (Outlook, Word, Excel, etc.).
Preferred Skills:
- Bachelor Degree
- Bilingual a plus
