Senior Small Business Relationship Banker; Dalton Main Branch

Overview

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At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects in person and by phone to determine financial needs and to offer appropriate products, services, and guidance to help achieve those goals. The role provides services to all customers but focuses on small business customers with revenues up to $5MM, including acquiring new customers and deepening existing relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending.

Regions’ mission is to make life better for customers and communities. We are seeking candidates with retail or sales experience who are motivated for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, and able to work as part of a team. Strong communication skills and the ability to identify customer needs are essential.

• Achieve individual and branch targets by proactively identifying customer needs and providing guidance on Regions’ solutions, with a focus on small business customers
• Conduct outbound phone calls using generated customer and prospect lead lists to expand relationships and acquire new customers
• Partner 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 loan and deposit types
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings
• Provide a consistent optimal customer experience, including day-to-day branch responsibilities and processing transactions
• Own and resolve customer issues
• Refer customers to internal experts when additional financial goals and needs are identified
• Support team development by serving as a subject matter expert for junior bankers
• Follow 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.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to the National Mortgage Licensing System website 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 frequently, including typing and sustaining attention to a monitor
• Ability to work Saturdays as needed
• Ability to walk and stand for extended periods
• Ability to lift up to twenty (20) pounds

• Bachelor’s degree

• Adherence to policies, procedures, and guidelines
• Ability to assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• Excellent customer service
• Strong 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 provided as a reference for compensation decisions. Factors such as experience, skills, knowledge, contribution, job location, and performance influence pay. Ranges are based on the market for the position location and level.

This…