Relationship Banker II - Plano Branch

Regions Bank•Plano, TX

3d•$48,426 - $57,918

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 position 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 team goals, identifies customer needs, and communicates effectively. The role helps achieve branch targets, develops customer relationships through outbound calls, advises customers about consumer and business banking products and services, and assists customers with digital banking options. It also contributes to the customer experience by greeting customers and processing transactions, resolves customer issues, and connects customers with internal experts when their financial needs are complex. The role follows bank processes, procedures, laws, and regulations, and helps ensure sound banking practices and the identification and reporting of operational risks. This position is 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. The role is full time and located in Plano, Texas.

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 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 and perspective about Regions’ solutions.
Conduct 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 products.
Educate customers about mobile, online, ATM, and other emerging technology and 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.
Track hours worked in excess of 40 per week.