Senior Small Business Relationship Banker; Crossgates Branch

Senior Small Business Relationship Banker (Crossgates Branch)

Posted: 2 days ago. Be among the first 25 applicants.

At Regions, the Senior Small Business 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 will provide services to all customers but will focus on small business customers with revenues up to $5MM – acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending.

• Achieve individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers.
• Conduct outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
• Work in partnership with the Branch Manager to serve as the primary relationship manager for a portfolio of small business customers with revenues up to $5MM.
• Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
• Provide a consistent optimal customer experience, which may consist of sharing responsibility for day‑to‑day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
• 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 and adhere to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensure sound banking practices, including managing, identifying and reporting 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.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). See (Use the "Apply for this Job" box below). for more information.

• 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 on a frequent basis, 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.

• Bachelor’s degree.

• Ability to adhere to policies, procedures, and guidelines.
• Ability to assist customers with digital banking offerings.
• Ability to handle multiple priorities simultaneously.
• Ability to provide excellent customer service.
• Excellent relationship‑building skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).
• Strong business acumen to assess the needs of small business clients.
• 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. This role is eligible to participate in a commission incentive plan and a formulaic incentive plan based on performance against defined metrics and goals.

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