Senior Small Business Relationship Banker; Tarpon Springs

Job Description

At Regions the Senior Small Business Relationship Banker 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. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM, acquiring new customers and deepening existing customer relationships through checking, acquisition, check card, money movement, credit card merchant services, and lending.

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. 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. 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 a candidate who excels at identifying customer needs and possesses strong communication skills.

• Achieves individual and branch targets and goals 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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.

• 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…