Banking Relationship Lead

The role

The Banking Relationship Lead leads client relationship and service efforts. This person will drive deposit growth, manage client experience, and support business development.

What you will do

• Provide leadership and direction for the client relationship function.
• Identify and acquire new banking opportunities through business development and marketing.
• Grow relationships with existing clients by delivering tailored banking solutions.
• Oversee the client experience including onboarding, treasury management support, and issue resolution.
• Support talent development including recruitment, training, and coaching.
• Collaborate across internal teams to address client needs and streamline processes.
• Provide oversight for deposit operations, client servicing, regulatory requirements, and internal controls.
• Ensure timely and accurate completion of client-related operational tasks.
• Identify opportunities to improve workflows and client-facing procedures.
• Support business development through industry events, community engagement, and networking.

Required qualifications

• Bachelor's degree
• 7+ years of relevant banking experience, including business banking, commercial banking, treasury management, deposit operations, retail banking, business development, or related disciplines
• Strong business development skills and a track record of generating new business
• Experience leading client-facing teams or functions
• Ability to deliver an exceptional client experience
• Strong understanding of banking products, deposit operations, treasury management services, and regulatory requirements
• Excellent communication, relationship management, and interpersonal skills
• Ability to assess industry trends and identify growth opportunities
• Strong problem-solving, organizational, and decision-making skills

Nice to have

• Experience in retail banking, branch management, commercial banking, or regional banking leadership roles

Benefits

• medical
• dental
• vision
• 401k
• other benefits

About the company

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. It is the first cloud native bank launched in the United States.