Branch Team Leader: Lead, Coach & Drive Growth

Rhinebeck Bank; Varick Homes (NY); On-site; USD 54,000 - 62,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401k with company match

Paid time off

Job summary

Rhinebeck Bank is seeking a Branch Team Leader at our Newburgh, NY branch to manage daily sales and client service operations and lead a team of Universal Bankers, guiding them to achieve branch objectives and deliver exceptional customer experiences.

You will drive performance by identifying sales opportunities, ensuring compliance, coaching staff, resolving issues, and strengthening relationships with clients and the local community, while upholding the bank's standards and values.

Qualifications

• High School diploma or equivalent.
• 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.

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 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.

Skills

Sales & service

Leadership

Customer relationship

Notary certification

Education

High School diploma or equivalent

Job description

Rhinebeck Bank is seeking a Branch Team Leader at our Newburgh, NY branch to manage daily sales and client service operations and lead a team of Universal Bankers, guiding them to achieve branch objectives and deliver exceptional customer experiences.

You will drive performance by identifying sales opportunities, ensuring compliance, coaching staff, resolving issues, and strengthening relationships with clients and the local community, while upholding the bank's standards and values.