Branch Team Leader

Rhinebeck Bank; City of Newburgh (NY); On-site; USD 54,000 - 62,000; Full time

Benefits offered by this job

Health, dental, vision

401k

Paid time off

Job summary

Rhinebeck Bank in Newburgh, NY is seeking a Branch Team Leader to guide day-to-day sales and client service operations at our Newburgh branch. You will lead a team of Universal Bankers to meet branch goals while delivering outstanding customer experiences.

You will coach staff, manage performance, resolve service issues, and partner with the Branch Manager to grow relationships with customers and small businesses in the community.

Qualifications

• High School diploma or equivalent is required.
• Notary certification is required.
• Minimum 3 years of experience in sales, service, and operations within a banking environment.
• Proven leadership and team-building skills with coaching abilities.
• Excellent communication skills and a customer-first mindset.

Responsibilities

• Lead the branch team in achieving sales targets and delivering tailored financial solutions.
• Champion customer service standards and foster customer loyalty.
• Oversee daily branch operations for efficiency, accuracy, and compliance.
• Coach, mentor, and develop staff to improve product knowledge and performance.
• Monitor staff performance and provide feedback to achieve branch goals.
• Resolve customer concerns and operational challenges promptly.
• Collaborate with the Branch Manager to grow business with existing and new clients.
• Model a positive, accountable, results-driven culture.

Education

High School diploma or equivalent

Notary certification

3 years banking sales/service/ops

Leadership and team-building

Strong communication

Job description

Rhinebeck Bank is seeking a Branch Team Leader to manage the day-to-day sales and client service operations at our Newburgh branch. As a Branch Team Leader, you will play a pivotal role in ensuring the smooth operation of the branch, resolving client service issues, and promoting a culture of excellence. Your leadership will help guide a team of Universal Bankers to achieve branch objectives while providing outstanding customer experiences. This is an exciting opportunity to join a forward-thinking organization that values its employees and customers alike.

Key Responsibilities

Day-to-Day Sales Leadership

Lead the branch team in identifying sales opportunities, meeting targets, and delivering tailored financial solutions to individual and small business clients.

Customer Service Excellence

Champion Rhinebeck Bank’s customer service standards, ensuring that staff consistently deliver exceptional service, foster customer satisfaction, and drive customer loyalty.

Operational Oversight

Oversee daily branch operations, ensuring efficiency, accuracy, and compliance with policies, procedures, and regulatory requirements.

Employee Development

Coach, mentor, and develop the branch team, focusing on product knowledge, enhancing sales and service skills, and building a collaborative, high-performing culture.

Performance Management Support

Assist the Branch Manager in monitoring staff performance, providing regular feedback, coaching, and guidance to help team members achieve both individual and branch goals.

Problem Resolution

Serve as the primary escalation point for customer concerns and operational challenges, resolving issues promptly to maintain positive customer relationships.

Business Development Support

Collaborate with the Branch Manager to identify business development opportunities, strengthening relationships with existing clients and contributing to the growth of new business.

Team Leadership

Lead by example to create a positive, engaged, and results-driven environment, ensuring accountability and upholding the Bank’s core values and service standards.

Qualifications

• High School diploma or equivalent required.
• Minimum of 3 years of experience in sales, service, and operations within a banking environment.
• Notary certification required.
• Proven experience in customer service, sales, or banking, with a strong ability to build lasting relationships and solve complex problems.
• Excellent leadership and team-building skills, with a focus on coaching and employee development.
• Strong communication skills (both verbal and written), with a customer-first mindset.
• Basic knowledge of banking products and services, including consumer loans and home equity products.
• Attention to detail with the ability to multitask and prioritize effectively in a fast-paced environment.
• Ability to adapt to changing priorities and thrive in a dynamic environment.

Compensation and Benefits

• Salary: $54,000 - $62,000 per year
• Comprehensive benefits package (health, dental, vision, 401k, paid time off, etc.)
• Opportunities for career advancement and development

About Us

Rhinebeck Bank is committed to providing exceptional financial services to our clients and fostering a culture of excellence within our team. As an Equal Opportunity / Aff…

As an Equal Opportunity / Aff…