Relationship Banker II - Tarpon Bay Branch - Naples

Regions Bank•Naples, FL

3d•Onsite

About The Position

The Relationship Banker II meets with customers and prospects in person and by phone to understand their financial needs and proactively recommend appropriate products, services, and guidance to help them achieve their financial goals. The role is suited to candidates with retail or sales experience seeking career growth, development, and upward mobility. The successful candidate is individually driven and competitive, works effectively as part of a team, identifies customer needs, and communicates clearly. The position is based at the Tarpon Bay branch in Naples, Florida. It is full-time, incentive eligible, and eligible for overtime 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.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS).
Adhere to policies, procedures, and guidelines.
Assist customers with digital banking offerings.
Handle multiple priorities simultaneously.
Oversee large sums of cash.
Demonstrate strong relationship-building, communication, and customer-focus skills.

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 and perspective 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 about Regions’ consumer and business products and services, including loan and deposit types.
Educate customers about mobile, online, ATM, and other digital banking offerings.
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 and 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.
Track time worked in excess of 40 hours per week.