Relationship Banker II - Eastdale Branch - Montgomery AL

Regions Bank • Montgomery, AL

1d • 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 seeking career growth and development. The successful candidate is individually driven and competitive, works effectively with a team, identifies customer needs, and communicates strongly.

The position achieves branch goals through customer guidance, outbound outreach, education on consumer and business banking products, and support for digital banking adoption. It provides a consistent customer experience, resolves customer issues, and refers complex financial needs to internal experts. The banker follows bank procedures and applicable laws and regulations, supports duties assigned by the Branch Manager, and helps manage and report operational risks. The role requires NMLS registration, time tracking for hours worked beyond 40 per week, 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 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.
• 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.
• Retail or sales experience.

Responsibilities

• Achieve branch targets and goals by identifying customer needs and providing guidance about Regions’ solutions.
• Conduct outbound calls to customers and prospects using generated lead lists to expand relationships and acquire customers.
• Educate and advise customers on Regions’ consumer and business products and services, including loan and deposit products.
• Educate customers about digital banking options, including mobile, online, and ATM services.
• Provide a consistent customer experience, including greeting customers and processing transactions as needed.
• Own and resolve customer issues.
• Refer customers to internal experts when complex financial goals or needs are identified.
• Follow bank processes, procedures, laws, and regulations, including duties delegated or assigned by the Branch Manager.
• Help ensure sound banking practices by managing, identifying, and reporting operational risks.
• Register with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Track time worked in excess of 40 hours per week.

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.
• Commission incentive plan.
• Formulaic incentive plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED