Relationship Banker II - Winter Haven Branch

Regions Bank•Lakeland, FL

1d•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, then 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 collaboratively toward shared goals, identifies customer needs, and communicates effectively. This role works toward branch targets and goals by developing customer relationships, acquiring new customers, advising on consumer and business banking products, and helping customers use digital banking solutions. It also contributes to the branch’s customer experience, resolves customer issues, refers complex needs to internal experts, and follows banking procedures and applicable regulations. The role requires NMLS registration and is eligible for overtime and incentive compensation.

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 of time.
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 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.

Responsibilities

Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
Conduct outbound phone 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 with complex financial goals and needs to an internal team of experts.
Follow bank processes and procedures and applicable laws and regulations, complete duties delegated by the Branch Manager, and help ensure sound banking practices, including identifying, managing, and reporting operational risks.