Relationship Banker II - Erin Branch

Regions Bank•Erin, TN

2d•Onsite

About The Position

The Relationship Banker II meets with customers and prospects in person and by phone to identify their financial needs and proactively offer 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 and development. Successful candidates are individually driven and competitive, work effectively as part of a team, and excel at identifying customer needs and communicating clearly. The role involves achieving branch targets, developing customer relationships, advising customers on consumer and business banking products, and helping customers use digital banking services. Relationship Banker IIs also contribute to a consistent customer experience, resolve customer issues, refer complex needs to internal experts, and follow banking procedures and applicable regulations. The position is incentive eligible, requires NMLS registration, and is eligible for overtime for hours worked in excess of 40 per week.

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 about Regions’ solutions.
Make 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 mobile, online, ATM, and other digital banking offerings.
Provide an 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; complete duties delegated and assigned by the Branch Manager; and help manage, identify, and report operational risks.