Relationship Banker II - Nora

Regions Bank•Indianapolis, IN

7d•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 and 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 want to begin a career with opportunities for growth, development, and upward mobility. The successful candidate is individually driven and competitive, works effectively as part of a team, identifies customer needs, and communicates well. The role works toward branch targets and goals by advising customers on Regions’ consumer and business products and services, including loan and deposit products, and by helping customers use digital banking options. It provides a consistent customer experience, resolves customer issues, and refers complex needs to internal experts. The position follows bank processes, procedures, laws, and regulations, and helps ensure sound banking practices and the identification and reporting of operational risks. It requires NMLS registration. Hours worked in excess of 40 per week must be tracked, and the role is eligible for overtime under the Fair Labor Standards Act. The position is incentive eligible, with commission and formulaic incentive plans based on performance against defined metrics and goals.

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 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.
Strong relationship-building skills.
Strong communication 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.
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 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.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS).