Teams at Leader Bank

The role involves sourcing new business for 1031 QI services, building client relationships, and facilitating tax-deferred exchanges while working independently and leveraging industry knowledge for client satisfaction.

Support Business Banking with analytics, reporting, dashboards, and automation to drive deposit acquisition, onboarding, funded balance growth, and retention. Produce forecasting and pipeline reporting, provide deposit strategy and profitability insights, enable go-to-market and campaign analysis, and standardize onboarding and data processes to improve efficiency and data quality.

Supervise the Experience Banking Team, providing daily leadership, coaching, workload prioritization, and client issue resolution. Develop and document processes, create training materials, run audits, generate performance metrics, and coordinate cross-department meetings to improve team performance and client experience.