Senior Consumer Relationship Banker; Milton Branch

Job Description

Senior Consumer Relationship Banker will meet with customers and prospects both in person and on the phone to identify their financial needs and offer appropriate products, services and guidance. The role focuses on acquiring and deepening relationships with Preferred Banking Households, providing solutions in wealth, investments, lending, debt consolidation and savings.

• Achieve individual and branch targets by proactively identifying customer needs and providing advanced guidance.
• Conduct outbound phone calls using generated lead lists to expand existing relationships and acquire new ones.
• Partner with Branch Team as primary relationship manager for a portfolio of Preferred Banking Households.
• Educate and advise customers on Consumer and Business products and services, including loans, deposits, annuities, and life insurance.
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
• Provide consistent optimal customer experience and handle day‑to‑day branch responsibilities.
• Own and resolve customer issues.
• Refer customers to internal experts when additional financial goals are recognized.
• Support team development and serve as subject‑matter expert for junior bankers.
• Follow all bank processes and procedures and adhere to applicable laws and regulations, including operational risk management.

• 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 of time.
• Ability to lift up to twenty (20) pounds.

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

• Bachelor’s degree.

• Adhere to policies, procedures, and guidelines.
• Assist customers with digital banking offerings.
• Handle multiple priorities simultaneously.
• Provide excellent customer service.
• Build relationships.
• Proficiency in Microsoft Office.
• Strong verbal, written communication and organizational skills.

Full time

Pay ranges are role specific. The target information listed below is based on the local market range.

Job Range Target:

Minimum: $49,397.26 USD

Median: $57,693.50 USD

Incentive Pay Plans:
This role is eligible for a commission incentive plan and a formulaic incentive plan. Employees may earn incentives based on performance against defined metrics and goals.

• 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

Milton, Florida

Regions is an Equal Opportunity Employer, including Disabled/Veterans.