Banking Relationship Lead

Piermont Bank; New York (NY); On-site; USD 75,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Bonus potential

Job summary

Piermont Bank, a boutique specialty commercial bank, seeks a Banking Relationship Lead in New York to oversee client relationships, service delivery, and growth initiatives. The role partners with the Chief Growth Officer to deliver best-in-class client experiences and support deposit growth.

The ideal candidate brings 7+ years in banking, a strong service culture, and proven ability to lead client-facing teams while driving operational excellence across deposits, treasury, and onboarding.

Qualifications

• Bachelor's degree and 7+ years of relevant banking experience, including business banking, commercial banking, treasury management, deposit operations, retail banking, business development, or related disciplines.
• Strong business development skills and a demonstrated track record of generating new business and growing client relationships.
• Experience leading client-facing teams or functions with a proven ability to coach, develop, and motivate others while maintaining a strong service culture.
• Demonstrated ability to deliver an exceptional client experience and drive client satisfaction.

Responsibilities

• Provide leadership and direction for the client relationship function, ensuring appropriate coverage, effective resource allocation, and a consistently high level of service delivery.
• Identify and acquire new banking opportunities for Piermont Bank through business development initiatives, referral generation, and marketing campaign efforts.
• Grow relationships with existing clients by understanding their business needs and delivering tailored banking solutions and exceptional service.
• Oversee the client experience, including new client onboarding, treasury management product support, account servicing, and issue resolution.
• Support talent development activities, including participation in recruitment, onboarding, training, coaching, and the ongoing development of team members.
• Collaborate effectively across internal teams to address client needs, streamline processes, and enhance the overall client experience.
• Provide oversight and guidance related to deposit operations, client servicing activities, regulatory requirements, security protocols, and internal controls to ensure operational integrity and compliance.
• Ensure the timely and accurate completion of client-related operational tasks and service requests.
• Identify opportunities to improve workflows, processes, and client-facing procedures to increase efficiency and enhance the client experience.
• Support business development and marketing strategies through participation in industry events, community engagement activities, networking opportunities, and client meetings.

Skills

Bachelor's degree

7+ years banking

Business banking

Commercial banking

Treasury management

Deposit operations

Retail banking

Business development

Regulatory requirements

Client relationship leadership

Education

Bachelor's degree

Job description

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.

We combine disciplined commercial banking with innovative technology to deliver value added solutions for small and medium sized businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

The Role:

The Banking Relationship Lead reports directly to the Chief Growth Officer and is responsible for leading Piermont Bank's client relationship and service efforts. This role ensures the delivery of a best-in-class client experience while supporting deposit growth, deepening client relationships, and driving continuous improvement across client-facing operations. The ideal candidate is a seasoned banking professional with an entrepreneurial mindset, a passion for client service, and a commitment to operational excellence and business growth.

Responsibilities:

• Provide leadership and direction for the client relationship function, ensuring appropriate coverage, effective resource allocation, and a consistently high level of service delivery.
• Identify and acquire new banking opportunities for Piermont Bank through business development initiatives, referral generation, and marketing campaign efforts.
• Grow relationships with existing clients by understanding their business needs and delivering tailored banking solutions and exceptional service.
• Oversee the client experience, including new client onboarding, treasury management product support, account servicing, and issue resolution.
• Support talent development activities, including participation in recruitment, onboarding, training, coaching, and the ongoing development of team members.
• Collaborate effectively across internal teams to address client needs, streamline processes, and enhance the overall client experience.
• Provide oversight and guidance related to deposit operations, client servicing activities, regulatory requirements, security protocols, and internal controls to ensure operational integrity and compliance.
• Ensure the timely and accurate completion of client-related operational tasks and service requests.
• Identify opportunities to improve workflows, processes, and client-facing procedures to increase efficiency and enhance the client experience.
• Support business development and marketing strategies through participation in industry events, community engagement activities, networking opportunities, and client meetings.

Qualifications:

• Bachelor's degree and 7+ years of relevant banking experience, including business banking, commercial banking, treasury management, deposit operations, retail banking, business development, or related disciplines.
• Strong business development skills and a demonstrated track record of generating new business and growing client relationships.
• Experience leading client-facing teams or functions with a proven ability to coach, develop, and motivate others while maintaining a strong service culture.
• Demonstrated ability to deliver an exceptional client experience and drive client satisfaction.
• Strong understanding of banking products, deposit operations, treasury management services, and regulatory requirements.
• Excellent communication, relationship management, and interpersonal skills.
• Proven ability to assess industry trends, identify growth opportunities, and leverage internal resources to expand banking relationships.
• Strong problem-solving, organizational, and decision-making skills.
• Experience in retail banking, branch management, commercial banking, or regional banking leadership roles preferred.

The hiring range for this position is $75,000 to $130,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.

Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.