Relationship Banker II - Charlotte Market Branches

Regions Bank•Cornelius, NC

23h•$48,426 - $57,918•Onsite

About The Position

At Regions, 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 position 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, and excels at identifying customer needs and communicating solutions. The role helps achieve branch targets, builds customer relationships, and supports an optimal banking experience. It includes customer outreach, education about consumer and business banking products and digital tools, issue resolution, and referrals to specialists for complex needs. The position also requires following banking procedures and applicable regulations, completing duties assigned by the Branch Manager, and identifying and reporting operational risks. It is full-time and incentive eligible, with overtime eligibility for hours worked over 40 per week. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

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.

Responsibilities

Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
Conduct outbound calls to customers and prospects using generated 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 customer experience, including sharing responsibility for greeting customers and processing transactions.
Take ownership of and resolve customer issues.
Refer customers to internal experts when complex financial goals or needs are identified.
Follow bank processes, procedures, laws, and regulations, and complete duties assigned by the Branch Manager.
Support sound banking practices by managing, identifying, and reporting operational risks.