Senior Consumer Relationship Banker - Westside Village Branch

Job Description

At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role focuses on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households, including complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.

Regions’ mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience who are interested in a career with growth, development, and upward mobility.

• Achieve individual and branch targets by proactively identifying customer needs and providing advanced level guidance about Regions’ solutions, focusing on Preferred Banking Households.
• Conduct outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones.
• Work in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
• Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
• Provide a consistent optimal customer experience, sharing responsibility for daily branch duties such as greeting customers and processing transactions.
• Own and resolve customer issues.
• Refer customers to an internal team of experts when additional financial goals and needs are recognized.
• Support team development by serving as a subject matter expert for junior level bankers.
• Follow all bank processes and procedures, adhere to applicable laws and regulations, and manage operational risks.

This position requires tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. It is incentive eligible. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

• High School Diploma or GED
• Two (2) years of banking, sales, and/or customer service experience
• Ability to handle cash and process cash transactions
• Ability to communicate in person, on the phone, and through electronic channels
• Ability to use a computer frequently, including typing and sustained attention to a monitor
• Ability to work Saturdays as needed
• Ability to walk and stand for extended periods of time
• Ability to lift up to twenty (20) pounds

• Life Insurance license must be obtained within 120 days of hire in the role

• Bachelor’s degree

• Adhere to policies, procedures, and guidelines
• Assist customers with digital banking offerings
• Handle multiple priorities simultaneously
• Provide excellent customer service
• Build strong relationships
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong verbal, written communication, and organizational skills

Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include experience, skills, knowledge, contribution, job location, and performance in the job role.

Minimum: $54,596.98 USD

Median: $63,766.50 USD

This role is eligible to participate in a commission incentive plan and a formulaic incentive plan, with potential earnings based on performance against defined metrics and goals.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Westside Village at Moores Mill

Atlanta, Georgia

including Disabled/Veterans