Relationship Banker II - Southgate Sarasota Branch
About The Position
At Regions, the Relationship Banker II meets with customers and prospects in person and by phone to understand their financial needs, then proactively offers appropriate products, services, and guidance to help them achieve their financial goals. This 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 while also working collaboratively to achieve branch goals, with strong communication skills and the ability to identify customer needs. The role involves building customer relationships, advising on consumer and business banking products and services, supporting customers with digital banking tools, resolving issues, and delivering a consistent customer experience. The Relationship Banker II follows bank processes and applicable laws and regulations, and helps maintain sound banking practices and manage operational risks. The position is full time, eligible for overtime and incentive compensation, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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.
- Excellent relationship-building skills.
- Strong communication 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 in English and Spanish.
Responsibilities
- Achieve branch targets and goals by identifying customer needs and providing 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 loans and deposit products.
- Educate customers about mobile, online, and ATM services and other digital banking solutions.
- Provide a consistent customer experience, including greeting customers and processing transactions as needed.
- Take ownership of and resolve customer issues.
- Refer customers to internal experts when complex financial goals or needs are identified.
- Follow bank processes and procedures and applicable laws and regulations, including duties assigned 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
Mid Level
Education Level
High school or GED
