Senior Consumer Relationship Banker; Cornelius Branch

Job Description

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 will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.

The role offers an exciting opportunity for candidates with retail or sales experience who are interested in a career with opportunities for growth, development, and upward mobility.

• 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 managers 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
• Support 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

• 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 directly impact pay for individual associates include experience, skills, knowledge, contribution, job location and performance in the job role. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

This role is eligible to participate in a commission incentive plan and a formulaic incentive plan.

• 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

Cornelius, North Carolina

Equal Opportunity Employer/including Disabled/Veterans