Team Lead (Personal Banking & Wealth Banking)

Role Overview

The Team Lead oversees a team of Personal Bankers, driving sales performance, elevating customer experience, and ensuring operational and compliance standards are consistently met.

Key Responsibilities

• Lead, mentor, and develop Personal Bankers to meet individual and team sales goals.
• Execute branch sales strategies and campaigns to grow retail and wealth customer portfolios.
• Track team performance and provide ongoing coaching, feedback, and upskilling.
• Build a results-driven culture centered on customer needs, compliance, and service excellence.
• Partner with licensed specialists to facilitate smooth referrals and product delivery.
• Review sales data and market insights to identify opportunities and manage risks.
• Uphold internal controls, regulatory requirements, and service standards.
• Demonstrate exemplary customer engagement and relationship‑building behaviors.

Requirements

• Bachelor's degree in Business, Finance, or related disciplines.
• Strong track record in sales leadership and team development.
• Excellent communication, coaching, and interpersonal skills.
• Ability to influence, motivate, and drive outcomes in a fast-paced environment.
• Knowledge of banking systems, digital tools, and customer engagement platforms.