Branch Manager - Eastover
About The Position
At Regions, the Branch Manager maintains an engaged, operationally sound, high-performing team focused on improving customers’ financial wellness. This player-coach oversees branch operations, directly manages associate performance, and guides associates in understanding and meeting customer needs. The manager drives branch results through individual sales performance and by helping the team meet or exceed sales, quality, and service goals while maintaining an efficient, compliant branch. The role involves fostering customer relationships, identifying financial needs, and helping customers pursue their goals in a fast-paced, energetic environment. The Branch Manager leads a small to moderate-sized team, develops associates through Regions’ iConnect Sales, Service and Coaching process, conducts outside sales, educates customers and the community about financial wellness and banking technology, and advises customers on consumer and business products and services. The manager also resolves escalated issues, oversees recruiting and selection, collaborates with internal partners, and ensures compliance with bank policies, procedures, audit requirements, and applicable laws and regulations. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The manager is expected to obtain an active Life Insurance License within the first 12 months and maintain required continuing education. The position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime. It is incentive eligible and may be filled at a higher level depending on qualifications and experience.
Requirements
- High school diploma or GED.
- Three years of financial services, sales, or sales management experience.
- Ability to obtain an active Life Insurance License within the first 12 months and maintain continuing education for licensing requirements.
- Ability to work on Saturday as needed.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
- Ability to exhibit mastery of key advice, guidance, and education concepts.
- Ability to handle multiple priorities simultaneously.
- Ability to provide effective feedback and guidance.
- Excellent communication and customer service skills.
- Excellent leadership and problem-solving skills.
Nice To Haves
- College degree.
- Life Insurance License.
- Supervisory experience within the Financial Services industry.
- Six years of banking and/or lending experience.
- Six years of relationship-based client consultation experience.
- Bilingual English/Spanish skills.
Responsibilities
- Lead a small to moderate-sized team of branch associates responsible for generating new revenue by identifying customer needs and providing appropriate guidance about Regions solutions.
- Conduct outside sales efforts to generate new business clients and maintain and expand consumer and business banking relationships.
- Educate associates, customers, and the surrounding community about financial wellness best practices and bank technology and digital solutions, including mobile, online, and ATM offerings.
- Coach and develop branch associates through the iConnect Sales, Service and Coaching process, with guidance from mentors, senior managers, and internal support partners.
- Provide timely coaching and guidance to strengthen associates’ product knowledge and ability to identify customer needs.
- Educate and advise customers on Regions consumer and business products and services, including loan and deposit products, and assist with annuities and life insurance.
- Ensure an optimal customer experience, including greeting customers and processing transactions as needed.
- Resolve escalated customer and associate issues and counsel associates as needed, with guidance from senior leadership and Human Resources.
- Manage the recruiting and selection process for the assigned branch.
- Maintain relationships with Lines of Business partners and refer customers to internal experts when complex financial needs are identified.
- Follow bank policies, processes, procedures, internal audit requirements, and applicable laws and regulations; ensure branch associates complete delegated operational risk management duties and identify and report operational risks.
- Obtain an active Life Insurance License within the first 12 months and maintain continuing education for licensing requirements.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS).
- Work on Saturday as needed.
Benefits
- Paid vacation and sick time.
- 401(k) 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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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
