Relationship Specialist Team Lead
Listing location: US
Structured job location: USFull-TimeLead
Salary61,200 - 125,500 USD per year
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Job Details
- Experience
- 5+ years of banking experience, including commercial accounts, loans, or treasury management 7+ years of client service experience in phone and face-to-face environments 3+ years of team leadership or supervisory experience in a service-focused setting
- Required Skills
- Project CoordinationMicrosoft ExcelMicrosoft OfficeOrganizational skillsCompliancePowerPoint
Requirements
- Bachelor’s degree or equivalent experience
- 5+ years of banking experience, including commercial accounts, loans, or treasury management
- 7+ years of client service experience in phone and face-to-face environments
- 3+ years of team leadership or supervisory experience in a service-focused setting
- Strong understanding of banking products, systems, and operational processes
- Excellent communication skills, both written and verbal, with the ability to influence stakeholders
- Strong organizational and project coordination skills in a fast-paced environment
- Proficiency with Microsoft Office tools (Excel, Word, PowerPoint, Outlook, Access)
- Ability to analyze issues, make decisions independently, and manage competing priorities
- Strong risk awareness and commitment to compliance and operational integrity
Responsibilities
- Supervise and coordinate the daily activities of the Relationship Specialist team, ensuring productivity, accuracy, and service standards are met
- Oversee client servicing activities, including account support, transaction oversight, and issue resolution
- Review and validate reporting outputs such as CRM data, pipeline tracking, and credit administration reports
- Ensure compliance with internal policies, regulatory requirements, and risk management standards
- Support process improvement initiatives and implement updated procedures and best practices
- Provide coaching, training, and performance feedback to strengthen team capability and engagement
- Manage escalated client issues and ensure timely resolution through appropriate channels
- Collaborate with internal partners to support client relationship strategy and service delivery enhancements
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