Business Banking Team Leader

Work Location:

Irwin Office or North Shore Office

Irwin:

309 Main St.

Irwin, PA 15642

North Shore:

358 North Shore Drive

Pittsburgh, Pa 15212

Work Hours:

Monday - Friday

8:00am - 5:00pm

Additional hours as needed to fulfill the needs of the department.

Function: Responsible for the development and enhancement of banking relationships within assigned Market for individual production, as well as direct reports.

Duties and Responsibilities:

• Supervises the day-to-day activities of direct report team including coaching and joint calling.

  • Providing guidance and mentoring for current team members in development of new banking relationships, servicing of existing client base, and achievement of assigned goals.

  • Responsible for the mentoring and training of new business bankers.

  • Coaches team to provide advice to clients in complex, challenging, or important situations.

• Leads relationship with Marketing to drive business via community events. Carries out a variety of business development activities to identify bank prospects and networks with centers of influence and other referral sources. Maintains a close working relationship with other line partners in order to develop new business.

• Acts as a liaison on behalf of the line of business to support the acquisition and pipeline management of customers, and interaction with the operations and support areas of the Bank.

• Interviews customers and prospective customers and prepares documentation to acquire information concerning a customer's business needs, abilities, and earnings for all business lines including:

  • Collecting and analyzing financial data for proper account structure.

  • Maintaining aggressive calling program for new and existing customers.

  • Assisting other Business Development Officers in generating business.

  • Attending and participating in community affairs to promote the bank's image.

• Provides feedback and advisement based on market and customer trends to senior managers.

• Develops and maintains a network of referral professionals such as attorneys, realtors, developers, and financial advisors.

• Manages or coaches to the management of banker prospect pipeline derived from all other areas of the bank, as well as courthouse lists, referrals from prospects, and prospect lists.

• Assists Director of Business Banking with development and implementation of department/market strategy and management.

• Ensures project/department milestones/goals are met.

• Receives and responds to various customer questions and solves customer problems.

• Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.

• Assumes additional responsibilities as required.

Education:

Requires a four-year college degree or equivalent, plus specialized training. Major or area of specialization: Finance/Accounting.

Experience:

Requires ten plus years of general business experience, with five to ten years specialized lending, management and small business banking experience in small business credit and lending.

Physical Demands:

Operates a keypad device: 40% of the week. Operates electronic equipment: 20% of the week; operates office equipment: 10% of the week. Travels: 30% of the week. Physical demands include travel by car to see customers, inspect construction sites, land developments, etc. Lenders also travel out of state to inspect projects, construction sites and meet customers. Requires the use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18"-20" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: