Branch Team Leader (Float)

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

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k)

Paid time off

Job summary

Rhinebeck Bank is seeking a Branch Team Leader to oversee daily sales and client service operations at our Newburgh branch. In this role, you will lead a team of Universal Bankers, help resolve client concerns, and ensure excellent customer service. You will also support the team in meeting branch goals and creating a positive experience for every client. Spanish-speaking skills are preferred to better serve our diverse clients.

Join a team that values its employees and customers.

Qualifications

• 3+ years in sales, service, and operations within a banking environment.
• Notary certification required.
• Spanish proficiency preferred to better communicate with and serve our diverse clients.
• Strong relationship-building and problem-solving abilities.
• Excellent leadership and coaching skills in a team setting.
• Strong verbal and written communication with a customer-first mindset.
• Knowledge of consumer loans and home equity products.
• Attention to detail and multitasking in a fast-paced environment.

Responsibilities

• Lead the branch team in identifying sales opportunities, meeting targets, and delivering tailored financial solutions to individual and small business clients.
• Champion Rhinebeck Bank’s customer service standards to foster satisfaction and loyalty.
• Oversee daily branch operations for efficiency, accuracy, and compliance with policies and regulations.
• Coach, mentor, and develop the branch team with a focus on product knowledge and sales/service skills.
• Assist the Branch Manager in monitoring staff performance and providing feedback and guidance.
• Serve as the primary escalation point for customer concerns and operational challenges.
• Collaborate with the Branch Manager to identify business development opportunities and growth.
• Lead by example to create a positive, engaged, results-driven culture.

Skills

Sales experience

Customer service

Leadership

Communication

Spanish language

Education

High School diploma or equivalent

Notary certification

Job description

Rhinebeck Bank is seeking a Branch Team Leader to oversee daily sales and client service operations at our Newburgh branch. In this role, you will lead a team of Universal Bankers, help resolve client concerns, and ensure excellent customer service. You will also support the team in meeting branch goals and creating a positive experience for every client. Spanish-speaking skills are preferred to better serve our diverse clients.

Join a team that values its employees and customers.

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.
• Spanish proficiency preferred to better communicate with and serve our diverse clients.
• 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 / Affir...