Relationship Specialist Team Lead in United States at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Relationship Specialist Team Lead in United States.

This role is a key leadership position within a client service and relationship management environment, responsible for guiding a team of Relationship Specialists in delivering high-quality support to commercial banking clients. The position combines people leadership, operational oversight, and client service excellence, ensuring seamless execution of banking processes and strong relationship outcomes. You will play a central role in optimizing workflows, improving service quality, and supporting revenue growth through efficient coordination of resources. Acting as both a coach and operational lead, you will help shape team performance while maintaining strong risk and compliance standards. The environment is fast-paced, collaborative, and focused on continuous improvement and customer-centric banking experiences. This role also requires strong communication and problem-solving skills to manage escalations and enhance overall client satisfaction.

In this role, you will oversee daily team operations, ensuring Relationship Specialists are effectively supported, trained, and aligned with business objectives. You will monitor workflow distribution, service levels, and reporting accuracy while driving process consistency and operational efficiency.

• 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

This role requires strong experience in banking operations, client servicing, and team leadership within a commercial or financial services environment. You should be comfortable managing complex workflows, interpreting financial data, and leading a service-oriented team.

• 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

• Competitive base salary ranging approximately from $61,200 to $125,500 annually, depending on experience and location
• Eligibility for incentive compensation based on performance
• Comprehensive benefits package including medical, dental, and vision coverage
• Retirement savings plan with employer contributions
• Paid time off and paid holidays
• Access to employee well-being programs supporting physical, financial, and emotional health
• Career development and internal growth opportunities
• Inclusive and collaborative work culture focused on professional growth and recognition