Senior Small Business Relationship Banker; Nora Branch

Job Description

The Senior Small Business Relationship Banker is responsible for meeting with customers and prospects in person and on the phone to determine their financial needs and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The role primarily serves small business customers with revenues up to $5MM while also providing services to all customers.

• Achieves individual and branch targets by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers.
• Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
• Works in partnership with the Branch Manager to serve as the primary relationship manager for a portfolio of small business customers with revenues up to $5MM.
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
• 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.

Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required. For more information, refer to (Use the "Apply for this Job" box below)..

• 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

• 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 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 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, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.