Market Team Leader

Overview

About the Role

The Market Team Leader is responsible for overseeing the day-to-day operations of the banking center while supporting the execution of sales initiatives and achievement of performance goals. This role actively engages with branch staff to acquire new clients, deepen existing relationships, and promote a high standard of client service.

The Market Team Leader ensures the banking center operates efficiently and in compliance with internal policies, procedures, and regulatory requirements. The role supervises one employee and is cross‑trained in all areas of client service, including but not limited to cash handling, account openings, wire transfers, and general platform support.

In addition to overseeing daily banking center functions, the Market Team Leader helps drive sales activity, maintains operational accuracy, and ensures adherence to security protocols. This role may assist with training, provide functional guidance to team members, and contribute to fostering a positive client and employee experience.

• Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities.
• Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics.
• Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines.
• Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow‑up.
• Assists with the timely resolution of financial ticklers in accordance with Bank policies.
• Reviews and discusses the Banking Center’s Statement of Condition with leadership to support analysis of deposit and loan performance.
• Provides peer coaching and guidance to support referral performance and service effectiveness.
• Coordinates and assists with lead‑scrubbing efforts, helping ensure accuracy of prospect data.
• Participates in client relationship‑building activities, including follow‑ups and check‑ins with Tier 1 clients.
• Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed.
• Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts.
• Represents the banking center at community events and supports the Bank’s public image and presence.
• Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance.
• Documents client activity and referral interactions in Elevate and ensures appropriate hand‑offs.
• Adjusts staff positioning throughout the day to support client traffic and workflow needs.
• Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels.
• Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling.
• Participates in ATM balancing, vault operations, and TCR reconciliation.
• Reviews night depository and ATM envelopes to ensure proper processing and documentation.
• Supports teller line operations and ensures timely scanning of daily work via remote capture.
• Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC).
• Ensures files and documentation are handled and stored securely and in accordance with policy.
• Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity.
• Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes.
• Coordinates SBB sales schedules and participates in lead call activities.
• Maintains full cross‑training in teller, platform, and operational tasks to support business needs.
• Supports the implementation of client service excellence initiatives and operational standards.
• Reviews and escalates overdrafts for resolution or charge‑off consideration per Bank guidelines.
• Completes routine client service requests, including account updates and product support.
• Maintains organized client records…