Senior Consumer Relationship Banker; Indian Rocks

Overview

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At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects in person and by phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve financial goals. This role focuses on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households, including more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.

Regions’ mission is to make life better for customers and communities. We are looking for candidates committed to helping customers reach financial goals by understanding and meeting customer needs. This role is suitable for candidates with retail or sales experience seeking growth, development, and upward mobility. The successful candidate should be driven, competitive, and able to work as part of a team to achieve common goals, with strong communication skills for identifying customer needs.

• Achieve individual and branch targets by proactively identifying customer needs and providing guidance on Regions’ solutions, with a focus on Preferred Banking Households
• Conduct outbound calls using lead lists of Preferred Banking and other consumer households to expand relationships and acquire new ones
• Serve as the primary relationship manager for a portfolio of Preferred Banking Households in partnership with the Branch Team
• Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types, annuities, and life insurance
• Educate customers on digital solutions such as mobile, online, and ATM offerings
• Provide a consistent optimal customer experience, including day-to-day branch responsibilities and transactions to meet customer needs
• Own and resolve customer issues
• Refer customers to internal experts when additional goals and needs are identified
• Support team development by serving as a subject-matter expert for junior bankers
• Follow bank processes and procedures and adhere to applicable laws and regulations; manage and report operational risks as a member of the branch team

This position requires tracking time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. It is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). More information is available at the NMLS registry.

• 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 sustained 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

• Life Insurance license must be obtained within 120 days of hire

• Bachelor’s degree

• Adherence to policies, procedures, and guidelines
• Assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• 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…