Relationship Banking Team Leader

Heritage Bank currently has an exciting opportunity to join our organization. We are looking for people who want more than just a job – who want to build a career and make a difference in the communities where they live and work by building and maintaining customer relationships.

Base Salary Range:

$ - $ - $ annual

• Provides leadership, management, support, direction, and guidance to a team of bankers and relationship managers within a market area in servicing, retaining, and developing new deposit and treasury management business while focusing on relationship-building, client experience, and risk management.
• Participates in the strategic planning process ensuring the market is identified, penetrated and managed to achieve and/or exceed bank goals.
• Develops annual business plan with management team to ensure maximum profitability and effectiveness.
• Manages performance of individual team members, holding all accountable for achieving business priorities with a focus on client experience and risk management.
• Manages the market area’s revenue and profitability and monitor adherence to regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or elevate issues in a timely manner.
• Develops and coaches sales team on all aspects of managing and growing a deposit portfolio and proactively engages the commercial service desk workflow, providing support as needed to ensure a quality customer experience.
• Holds bankers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs.
• Fosters and maintains cohesive partnerships and working relationships with all lines of business within the bank to build a trusted and productive sales and service referral process and a ensure a positive client experience.
• Builds, monitors, and maintains an active sales pipeline both individually and for assigned relationship managers with regular reporting utilizing H360 technology. Maximize established referral network and continue to expand network.
• Represents the bank in the local community by attending events, volunteering, and participating in nonprofit boards and committees, while establishing a durable and productive network of referral sources and centers of influence outside the bank.
• Provides direct reports with proper tools and authority to execute their assigned functions and develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.
• Works collaboratively with management and Human Resources to recommend staffing levels and approves personnel actions such as hiring, terminations, promotions, transfers, training and development of staff, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices.
• Actively recruits and maintains a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment.
• Participates in coordinating the successful implementation of marketing and promotional programs within the assigned market area for new products and services. Maintains an awareness of competitive products, practices, rates and changes in the local market managed.
• Maintains an in-depth knowledge of entire product suite as well as a current knowledge of external conditions including competition and demographics to ensure client needs are met.

• Bachelor's degree in Business, Finance, Accounting or relevant discipline – required. MBA - preferred.
• 8+ years of recent and progressive responsibilities tied to commercial deposit and relationship management / business development experience, counseling and customizing solutions to business clients and successfully managing complex commercial banking deposit relationships, to include a minimum of 2 – 3 years recent experience in a management / leadership role, successfully managing a team of bankers and support staff in a financial services industry required.
• Pacific Coast…