VP Personal Banking Head
Job Summary
The VP, Personal Banking Team Head is responsible for leading, coaching, and developing a high-performing sales team to achieve business targets. The role focuses on deepening customer relationships, ensuring high-quality service, and maintaining strict regulatory compliance. Additionally, the position involves driving integrated financial solutions through cross-functional collaboration and effective team management.
Responsibilities
- Lead and coach sales team to achieve targets
- Deepen customer relationships and service quality
- Ensure regulatory and compliance adherence
- Drive cross-functional collaboration
Required Skills
- 5+ years in retail banking/financial services
- 2+ years in leadership role
- Sales management and team development
- Banking systems and digital platforms proficiency
Job Details
Responsibilities:
- Lead, coach, and develop the sales team to achieve business targets.
- Set clear performance expectations and conduct regular performance reviews and coaching sessions.
- Build a high-performing, customer-centric sales culture focused on accountability and continuous improvement.
- Identify training needs and support capability building across sales, service, and customer engagement.
- Deepen existing customer relationships through needs-based conversations and proactive engagement.
- Ensure high-quality customer experience across all sales and service touchpoints.
- Facilitate effective referrals to licensed wealth and investment specialists as appropriate.
- Minimize customer attrition through strong relationship management and service recovery.
- Ensure all sales and service activities adhere to regulatory, compliance, and internal control requirements.
- Manage operational risks and minimize losses through proper oversight and controls.
- Act as a role model for ethical sales behaviors and compliance standards within the team.
- Work closely with branch management, licensed wealth partners, and other Business teams to deliver integrated solutions.
- Support cross-functional collaboration with consumer lending, small business banking, and other related business areas.
Requirements:
- Bachelor’s degree in Business, Finance, or related field.
- Minimum 5 years of experience in retail banking or financial services, with at least 2 years in a leadership role.
- Proven track record in sales management and team development.
- Strong interpersonal, coaching, and communication skills.
- Ability to lead through influence and drive results in a fast-paced environment.
- Familiarity with banking systems, digital platforms, and customer engagement tools.