Relationship Banker II - Tarpon Bay Branch - Naples
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 are interested in career growth, development, and upward mobility. The successful candidate is individually driven and competitive, works as part of a team, and excels at identifying customer needs and communicating effectively. The position is based at the Tarpon Bay branch in Naples, Florida. It is incentive eligible, with participation in commission and formulaic incentive plans based on performance against defined metrics and goals. The role requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Hours worked beyond 40 per week must be tracked; the position is eligible for overtime under the Fair Labor Standards Act.
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.
- 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.
- Bilingual English and Spanish.
Responsibilities
- Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
- Conduct 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 digital banking options, including mobile, online, and ATM services.
- Provide a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
- Take ownership of and resolve customer issues.
- Refer customers with complex financial goals or needs to an internal team of experts.
- Follow bank processes and procedures and applicable laws and regulations, and complete duties delegated by the Branch Manager.
- Help ensure sound banking practices by managing, identifying, and reporting operational risks.
Benefits
- Paid vacation and sick time.
- 401(k) with company match.
- Medical, dental, and vision benefits.
- Disability benefits.
- Health Savings Account.
- Flexible Spending Account.
- Life insurance.
- Parental leave.
- Employee Assistance Program.
- Associate Volunteer Program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
