Branch Team Leader

Rhinebeck Bank; City of Newburgh (NY); On-site; USD 54,000 - 63,000; Full time

Job summary

An established industry player is seeking a dynamic Branch Team Leader to oversee daily operations and drive sales at their Newburgh branch. This role is pivotal in ensuring exceptional client service and fostering a culture of excellence among team members. You will lead a team of Universal Bankers, focusing on employee development, customer satisfaction, and operational efficiency. If you are passionate about leadership and making a positive impact in the community, this is the perfect opportunity to elevate your banking career while contributing to a forward-thinking organization that values its employees and clients.

Benefits

Comprehensive benefits package

401k

Paid time off

Career advancement opportunities

Qualifications

• 3+ years of experience in sales and customer service within banking.
• Notary certification required.

Responsibilities

• Lead branch team in sales and client service operations.
• Oversee daily operations and ensure compliance with policies.

Skills

Sales Leadership

Customer Service

Team Building

Problem Resolution

Communication Skills

Education

High School Diploma

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 - $63,000 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 / Affirmative Action Employer, we value diversity and inclusion and do not discriminate based on race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, or any other characteristic protected by law.

Join Our Team:
If you're passionate about leadership, sales, and providing outstanding customer service, we’d love to hear from you! Apply today to make an impact in our community and take your banking career to the next level!

As an Equal Opportunity / Affirmative Action Employer, Rhinebeck Bank will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, national origin, veteran or disability status, sexual orientation, gender identity, transgender status, or any other characteristics protected under applicable law.