Relationship Banker II - Southgate Sarasota Branch

Regions Bank•Sarasota, FL

4d•Onsite

About The Position

At Regions, the Relationship Banker II meets with customers and prospects in person and by phone to understand 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 want to develop a banking career with opportunities for growth and advancement. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, identifies customer needs, and communicates effectively. The position is based at the Southgate Sarasota branch in Sarasota, Florida. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and is incentive eligible. The role tracks hours worked beyond 40 per week and 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 maintaining 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 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 English and Spanish.

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 or 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.