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Regions Financial - Orlando, FL

posted 2 months ago

Full-time - Entry Level
Onsite - Orlando, FL
Credit Intermediation and Related Activities

About the position

The Bilingual/Spanish Priority Banker at Regions is responsible for providing full-service banking to affluent clients through effective communication and personalized service. This role focuses on identifying customer needs, educating clients on financial products, and resolving issues while achieving contact center targets. The position is fully remote, requiring strong bilingual skills in English and Spanish, and involves working with a high level of customer interaction.

Responsibilities

  • Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions' financial products and services
  • Achieves required levels of inbound phone calls from the top 10% of Regions customer base
  • Educates and advises customers on products and services, including all loan and deposit types
  • Takes ownership of customer issues and works proactively with the customer for resolution
  • Refers customers to an internal team of experts when complex financial goals and needs are recognized
  • Works with either close supervision or under clearly defined procedures

Requirements

  • High School Diploma or GED
  • One (1) year of experience in customer service/sales
  • Must be fluent in English/Spanish

Nice-to-haves

  • College Degree
  • One (1) year of experience in banking and/or lending
  • One (1) year of experience in relationship-based client consultation
  • Banking experience
  • Experience in recommending products/services to customers

Benefits

  • 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
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