Relationship Banker II - Conroe Branch

Regions Bank•Houston, TX

3d•Onsite

About The Position

The Relationship Banker II meets with customers and prospects in person and by phone to determine their financial needs, then proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role focuses on developing customer relationships, acquiring new customers, and meeting branch targets while delivering an optimal customer experience. It is suited to individuals with retail or sales experience seeking opportunities for career growth and development. Candidates should be individually driven and competitive, motivated to work as part of a team, and skilled at identifying customer needs and communicating effectively. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is incentive eligible and eligible for overtime under the Fair Labor Standards Act when applicable; employees must track hours worked in excess of 40 per week.

Requirements

High school diploma or GED.
Ability to work Saturdays as needed.
Ability to handle cash and process cash transactions.
Ability to communicate in person, by phone, and through electronic channels.
Ability to use a computer frequently, including typing and sustaining attention to a monitor.
Ability to walk and stand for extended periods.
Ability to lift up to 20 pounds.
Ability to adhere to policies, procedures, and guidelines.
Ability to assist customers with digital banking offerings.
Ability to handle multiple priorities simultaneously.
Ability to oversee large sums of cash.
Strong relationship-building skills.
Strong communication skills and customer focus.

Nice To Haves

Bachelor’s degree.
Life Insurance License.
One year of cash-handling, banking, and/or customer service experience.

Responsibilities

Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
Conduct outbound phone calls using generated customer and prospect lead lists to expand existing relationships and acquire new customers.
Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide a consistent, optimal customer experience, including greeting customers and processing transactions as needed.
Own and resolve customer issues.
Refer customers to internal experts when complex financial goals and needs are identified.
Follow bank processes and procedures and applicable laws and regulations, including duties delegated by the Branch Manager.
Help ensure sound banking practices by managing, identifying, and reporting operational risks.