Relationship Banker II - Erin Branch
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 building customer relationships, expanding existing relationships, and acquiring new customers while contributing to branch targets. It is suited to candidates with retail or sales experience who are interested in career growth and development. The successful candidate is individually driven and competitive, works effectively as part of a team, identifies customer needs, and communicates effectively. The role provides education and guidance on Regions’ consumer and business banking solutions, including loans, deposits, and digital banking offerings, while delivering a consistent customer experience and following applicable banking policies, processes, and regulations. The position is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Nice To Haves
- Bachelor’s degree.
- Life Insurance License.
- One year of cash-handling, banking, and/or customer service experience.
- Retail or sales experience.
Responsibilities
- Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
- Conduct outbound calls using 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 digital solutions, including mobile, online, and ATM offerings.
- Provide a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
- 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 assigned by the Branch Manager.
- Help ensure sound banking practices, including managing, identifying, and reporting operational risks.
- Track hours worked in excess of 40 per week.
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
Mid Level
Education Level
High school or GED
