Relationship Banker II - Charlotte Uptown Branch

Regions Bank•Charlotte, NC

2d•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 role is suited to candidates with retail or sales experience who are interested in career growth, development, and upward mobility. Successful candidates are individually driven and competitive, work effectively as part of a team, identify customer needs, and communicate well. The position is incentive eligible and participates in commission and formulaic incentive plans, with potential incentives based on performance against defined metrics and goals. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The role is full-time and eligible for overtime under the Fair Labor Standards Act when applicable; time must be tracked for hours worked in excess of 40 per week. The position is based at the Charlotte Uptown location in Charlotte, North Carolina.

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 maintaining sustained 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.
Excellent relationship-building skills.
Strong communication skills and customer focus.
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 and perspective about Regions’ solutions.
Conduct outbound calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones.
Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types.
Educate customers about digital banking 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 delegated by the Branch Manager.
Help ensure sound banking practices by managing, identifying, and reporting operational risks.