About The Position

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 individually driven, competitive candidates who also work effectively as part of a team, identify customer needs, and communicate well. It offers candidates with retail or sales experience an opportunity to build a career with growth and development opportunities. The position is based at the Pelham North Branch in Pelham, Alabama. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The role is incentive eligible and eligible for overtime under the Fair Labor Standards Act; employees must track time worked in excess of 40 hours per week.

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.
  • 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.
  • 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.

Responsibilities

  • Meet branch targets and goals by identifying customer needs and providing appropriate guidance about Regions’ solutions.
  • Make outbound calls to customers and prospects using generated lead lists to expand existing relationships and acquire new ones.
  • Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit products.
  • Educate customers about digital banking solutions, including mobile, online, and ATM offerings.
  • Provide a consistent customer experience, which may include greeting customers and processing transactions.
  • Take ownership of and resolve customer issues.
  • Refer customers to internal experts when they have complex financial goals or needs.
  • Follow bank processes and procedures and applicable laws and regulations, and complete duties delegated or assigned by the Branch Manager.
  • Help ensure sound banking practices by managing, identifying, and reporting operational risks.

Benefits

  • Paid vacation and sick time
  • 401K 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
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