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Business Banking Team Lead
Business Banking Team Lead
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Business Banking Team Lead in Moorefield, West Virginia at Burke & Herbert Bank & Trust
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Job Description
CLASSIFICATION: Exempt
REPORTS TO: Chief Business Banking Officer
DATE: May 28, 2026
JOB DESCRIPTION
Summary/Objective
This position is responsible for leading a team of Business Bankers focused on the growth of business banking relationships through the sale of loans, deposit accounts, and treasury services. The Business Banking Team Lead provides day-to-day leadership, coaching, and mentoring to support production, portfolio growth, sound credit practices, and an exceptional client experience. This role works closely with Business Bankers on calling activity, pipeline management, deal discussion, loan structure, pricing, relationship strategy, and partner engagement across Credit, Treasury Management, Retail, Operations, and other internal teams. The Business Banking Team Lead is also responsible for identifying and implementing process improvements that enhance efficiency, consistency, risk management, and service delivery, while supporting the growth and development of direct reports through regular feedback, one-on-one meetings, and performance management.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Leads, coaches, and develops a team of Business Bankers in support of production goals, relationship growth, and a strong sales culture.
- Drives the growth of business banking relationships through the origination of loans, deposit accounts, and treasury services.
- Provides ongoing coaching and mentoring related to business development, calling strategies, pipeline management, cross-sell execution, and overall relationship management.
- Partners with Business Bankers on deal discussion, credit structuring, pricing, negotiation strategy, and exception identification to support sound, competitive transactions.
- Works closely with Credit partners and other internal stakeholders to facilitate effective underwriting, approval, closing, and portfolio management processes.
- Promotes disciplined portfolio management and credit quality by reinforcing sound underwriting standards, appropriate risk identification, and adherence to the Bank’s loan policy and approval guidelines.
- Collaborates with Treasury Management, Retail, Operations, and other business partners to deliver comprehensive client solutions and a coordinated customer experience.
- Monitors team performance, sales activity, pipeline trends, and results, and provides regular reporting, feedback, and performance direction as needed.
- Identifies, recommends, and implements process improvements that increase efficiency, consistency, service quality, and scalability across the business banking function.
- Ensures team adherence to applicable policies, procedures, compliance requirements, and regulatory standards, including those related to credit, documentation, and Bank Secrecy Act obligations.
- Supports talent development through regular one-on-one meetings, performance coaching, training, and annual performance reviews.
- Serves as a resource for complex client relationships, escalated issues, and strategic business banking opportunities.
Other Duties
- Perform other duties as assigned.
Skills/Abilities
- Demonstrated knowledge of business banking products and services, including commercial loans, deposit accounts, and treasury management solutions.
- Strong leadership, coaching, and mentoring skills, with the ability to motivate and develop a sales-oriented team.
- Sound credit acumen, including the ability to discuss loan structure, pricing, risk, and relationship strategy.
- Ability to manage multiple priorities, make informed decisions, and work effectively in a fast-paced environment.
- Strong analytical, problem-solving, and process improvement skills.
- Excellent verbal and written communication skills, with the ability to interact effectively with clients, team members, and internal partners.
- Commitment to delivering a high-quality client experience while balancing growth, efficiency, and risk management.
- Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Proficiency in LoanVantage, the Bank’s loan origination system.
Supervisory Responsibility
This position has supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel is required for this position.
This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $100,000 - $165,000 for Alexandria, Virginia and $100,000 - $130,000 for Salisbury and Preston, Maryland locations.
This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Education and Experience
- At least 5 years of experience in business banking, commercial lending, or a related financial services role required.
- Bachelor's degree in business, finance, or a related field, or equivalent additional relevant experience.
- Prior leadership or supervisory experience preferred, including coaching and developing sales or relationship management teams.
- Experience with business development, credit structuring, pricing, treasury management partnership, and portfolio management is strongly preferred.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.