Relationship Specialist Team Lead

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.

Accountabilities

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

Requirements

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

Benefits

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

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Relationship Specialist Team Lead

Requirements

Benefits

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