Relationship Banker II - Bluebonnet Branch

Regions Bank•Baton Rouge, LA

About The Position

The Relationship Banker II meets with customers and prospective customers in person and by phone to identify their financial needs and proactively offer appropriate products, services, and guidance to help them reach their financial goals. The role is suited to candidates with retail or sales experience who want to build a banking career with opportunities for growth and development. The successful candidate is individually driven and competitive, works collaboratively toward branch goals, and demonstrates strong customer-needs identification and communication skills. The position achieves branch targets by developing customer relationships, acquiring new customers, educating customers about consumer and business banking products and services, and helping them use digital banking options. It also involves providing an optimal customer experience, resolving customer issues, making referrals for complex needs, and following banking procedures and applicable regulations. The role requires NMLS registration, is eligible for overtime for hours worked in excess of 40 per week, and is incentive eligible.

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).
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 and perspective about Regions’ solutions.
Make outbound 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 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, and complete duties delegated and assigned by the Branch Manager.
Help ensure sound banking practices, including managing, identifying, and reporting operational risks.