Senior Team Leader - Virtual Relationship Manager

Job Overview

An ambitious senior team leader who will manage and grow a portfolio of business liability accounts while strategically upselling and cross-selling opportunities. To maintain the portfolio with the fulfillment of compliance and remediation requirements. 

What You’ll Be Doing:

• Manage and expand a portfolio of business liability customers by driving low-cost transactional money growth.

• Upsell and cross-sell a full suite of banking products to business clients.

• Lead and support Virtual Relationship Managers (VRMs) to ensure targets are met.

• Collaborate effectively with peers and support staff to deliver seamless service.

• Address client service needs by coordinating with back-office teams.

• Ensure strict compliance with regulatory and internal banking requirements when onboarding clients.

• Gather market feedback and contribute to product development with innovative customer offerings

What You Should Have:

• Experience in managing business liabilities and financial products.

• Strong leadership and mentorship skills to guide VRMs.

• Ability to ensure compliance and remediation requirements are met.

• Exceptional communication and problem-solving abilities.

• A results-driven mindset with the ability to meet and exceed targets.

What We’re Looking For:

• You understand how to grow a portfolio and optimize revenue
• You excel at customer engagement and cross-selling
• You ensure strict adherence to regulatory frameworks
• Good presentation skills, negotiating and networking skills with internal and external customers.
• Anti-Money Laundering guidelines and ability to source only legitimate business and Awareness of Central Bank guidelines and regulations
• University Degree or equivalent qualification
• Over 5 years’ experience in Branch Banking, Operations, or a Customer Service role.
• Good working knowledge of Business Banking products.