Relationship Banker II

• Meet with customers and prospects in person and by phone to determine financial needs
• Proactively offer appropriate products, services, and guidance to help customers achieve financial goals
• Achieve branch targets and goals by identifying customer needs and providing guidance about Regions’ solutions
• Conduct outbound phone calls using customer and prospect lead lists to expand relationships and acquire new customers
• Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types
• Educate customers on mobile, online, and ATM digital banking solutions
• Provide an optimal customer experience, including greeting customers and processing transactions
• Own and resolve customer issues
• Refer customers to internal experts when complex financial goals and needs are identified
• Follow bank processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Manage, identify, and report operational risks as a branch team member

• High School Diploma or GED
• Ability to work Saturdays as needed
• 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 walk and stand for extended periods of time Ability to lift up to twenty (20) pounds
• Must register with the Nationwide Mortgage Licensing System and Registry (NMLS)
• Ability to adhere to policies, procedures, and guidelines
• Ability to assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• Ability to oversee large sums of cash
• Excellent relationship-building skills
• Strong communication and customer focus

Demonstrates expertise in customer relationship management and financial product education, with a strong focus on achieving branch targets and providing exceptional customer service. Proficient in digital banking solutions and compliance with banking regulations.

• Customer Relationship Management
• Financial Product Education
• Digital Banking Solutions
• Cash Handling
• NMLS Registration

• Cash Transactions
• Financial Needs Assessment
• Outbound Calling
• Loan and Deposit Types
• Operational Risk Management

• Excellent Relationship-Building Skills
• Strong Communication
• Customer Focus
• Ability to Handle Multiple Priorities
• Problem Resolution

• NMLS Registration

• Banking Regulations
• Branch Targets
• Customer Experience
• Financial Goals
• Policies and Procedures

• Digital Banking Platforms
• Computer Proficiency