Relationship Banker II - Punta Gorda Branch

Regions Bank•Punta Gorda, FL

3d•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 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, development, and upward mobility. Successful candidates are individually driven and competitive, motivated to work as part of a team, skilled at identifying customer needs, and strong communicators. The position is based at the Punta Gorda branch in Punta Gorda, Florida. It is full-time, incentive-eligible, and eligible for overtime under the Fair Labor Standards Act for hours worked in excess of 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 maintaining sustained 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.
Bilingual in English and Spanish.

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 on digital banking solutions, including mobile, online, and ATM offerings.
Provide a consistent customer experience, which may include greeting customers and processing transactions.
Own and resolve customer issues.
Refer customers to internal experts when complex financial goals and needs are recognized.
Follow bank processes and procedures and comply with applicable laws and regulations.
Complete duties delegated and assigned by the Branch Manager.
Help ensure sound banking practices, including managing, identifying, and reporting operational risks.