Relationship Banker - Team Lead; Winter Park Branch

Relationship Banker - Team Lead (Winter Park Branch)

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 help customers achieve their financial goals. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager’s absence.

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.

• Partners with the Branch Manager to guide and direct all branch activities.
• Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions.
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones.
• Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities.
• Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs.
• 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.
• Provides a consistent optimal customer experience, which may include greeting customers and processing transactions.
• Oversees branch operational and compliance‑related tasks, ensuring team members understand procedural changes.
• Resolves escalated issues in the Branch Manager’s absence, including team scheduling, counseling associates, and input into hiring decisions.
• Refers customers to internal experts when additional financial goals and needs are recognized.
• Follows all bank processes and procedures and adheres to applicable laws and regulations.

• 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.
• 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.
• Assistance with digital banking offerings.
• Handling multiple priorities simultaneously.
• Excellent relationship‑building skills.
• Strong communication and customer focus.
• Strong leadership skills.

Full time

Pay ranges are job specific and are provided as a point‑of‑market reference. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

• Job range target: $49,895.44 USD
• Median: $61,880.00 USD

This role is eligible to participate in commission incentive and formulaic incentive plans 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

Winter Park, Florida – Winter Park Fairbanks Avenue

Regions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.