Relationship Banker - Team Lead; Milton 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 meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. In addition, this role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires strong communication and leadership skills as well as 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 sharing responsibility for 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, including 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

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. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to (Use the "Apply for this Job" box below). for more information.

• 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

• Adherence to policies, procedures, and guidelines
• Assisting customers with digital banking offerings
• Handling multiple priorities simultaneously
• Excellent relationship-building skills
• Strong communication and customer focus
• Strong leadership skills

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,…