Priority Banker - Nashville, TN

Regions•Nashville, TN
•$37,451 - $46,150•Hybrid

About The Position

At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions’ financial products and services. The role serves customers from the top 10% of Regions’ customer base, handling inbound and outbound calls, addressing customer needs, and referring complex financial goals to internal experts. The work is completed with limited supervision and requires NMLS registration. This position is incentive eligible and eligible for overtime for hours worked in excess of 40 per week. Initial training is onsite Monday through Friday, 8:00 a.m. to 5:00 p.m. CST, for five weeks, with full attendance required. After training, the schedule is Monday through Friday in the office from 10:00 a.m. to 7:00 p.m. CST, with one weekday off on Tuesday, Wednesday, or Thursday based on business needs, and remote work every Saturday or Sunday from 10:00 a.m. to 7:00 p.m. CST. The position is located at Perimeter Hill in Nashville, Tennessee.

Requirements

  • High school diploma or GED.
  • Two years of experience in customer service, sales, or banking.
  • Ability to accurately observe stable and scrolling on-screen text and images.
  • Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone.
  • Ability to operate a keyboard and mouse to type and make on-screen selections.
  • Ability to work at a computer for extended periods.
  • Register with the Nationwide Mortgage Licensing System and Registry (NMLS).
  • For remote work from a location other than a Regions facility: internet download speed of at least 50 Mbps and upload speed of at least 5 Mbps; verify speeds through speedtest.net or provider documentation; connect directly to the internet router via ethernet cable. Satellite internet, Wi-Fi, and Wi-Fi extenders are not allowed.
  • Ability to adhere to policies, procedures, and guidelines.
  • Ability to handle multiple priorities simultaneously.
  • Problem-solving ability.
  • Ability to provide personalized customer service.
  • Ability to work in a fast-paced and energetic environment.
  • Basic computer skills and ability to navigate various systems.
  • Intermediate knowledge of general banking, electronic banking, account opening processes, and credit card products and services.
  • Strong communication skills and customer focus.
  • Attend all five weeks of mandatory onsite training, Monday through Friday, 8:00 a.m. to 5:00 p.m. CST.
  • Work the stated post-training schedule, including a remote shift every Saturday or Sunday.

Nice To Haves

  • College degree.
  • One year of experience in lending.
  • One year of experience in relationship-based client consultation.

Responsibilities

  • Achieve Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services.
  • Achieve required inbound and outbound phone-call levels with customers from the top 10% of Regions’ customer base.
  • Educate and advise customers on products and services, including all loan and deposit types.
  • Take ownership of customer issues and work proactively with customers to resolve them.
  • Refer customers to an internal team of experts when complex financial goals and needs are identified.
  • Complete work with a limited degree of supervision.

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.
  • Incentive plan with potential to earn incentives based on performance against defined metrics and goals.
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