Senior Relationship Banker — Banking & Wealth

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 help customers achieve their financial goals. The 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.

• Achieves 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 Preferred Banking Households.
• Conducts 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.
• Works in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
• Provides 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.
• Owns and resolves customer issues.
• Refers customers to an internal team of experts when additional financial goals and needs are recognized.
• Supports team development by serving as a subject matter expert for junior-level bankers.
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.

This position requires the 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). Reference: (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.

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

• 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 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.

Job Range Target: $57,716.80 USD

$67,410.30 USD

This role is eligible to participate in a commission incentive plan and a formulaic incentive plan. Employees have the potential to earn incentives 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

Harpers Preserve, Conroe, Texas

Regions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.