Relationship Banker Team Lead - Gulf Shores Branch

Job Description

At Regions, the Relationship Banker – Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs and to meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

The role also involves coaching a team of bankers and overseeing some branch activities in the Branch Manager’s absence. This opportunity is suitable for candidates with retail or sales experience seeking growth, development, and upward mobility.

The successful candidate should be individually driven, competitive, and motivated to work as a team to achieve a common goal, with strong communication and leadership skills, and the ability to provide personalized customer service.

• Partner with the Branch Manager to guide and direct all branch activities.
• Achieve branch targets and goals by proactively identifying customer needs and providing expert-level guidance and perspective about Regions’ solutions.
• Conduct outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones.
• Partner with branch leadership on new business development opportunities and foster financial wellness within local communities.
• Provide consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs.
• 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 include greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
• Oversee branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur.
• Resolve escalated issues, primarily in Branch Manager's absence, which may include team scheduling, counseling associates, or input into hiring decisions.
• Refer customers to an internal team of experts when additional financial goals and needs are recognized.
• 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.

• High School Diploma or GED.
• Two (2) years of banking, sales, and/or customer service experience.
• 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.

• Bachelor’s degree.
• Supervisory/management experience.

• Ability to adhere to policies, procedures, and guidelines.
• Ability to assist customers with digital banking offerings.
• Ability to handle multiple priorities simultaneously.
• Excellent relationship-building skills.
• Strong communication and customer focus.
• Strong leadership skills.

Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors such as experience, skills, knowledge, contribution, job location, and performance may affect pay.

The target range for this position is $44,905.90 USD. The median is $55,692.00 USD.

This role is eligible to participate in a commission incentive plan and a formulaic incentive plan. The position requires tracking time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.

• 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

Gulf Shores 1400 Gulf Shores Parkway, Gulf Shores, Alabama

Equal Opportunity Employer/including Disabled/Veterans