Relationship Banker II - Chalkville Branch - Birmingham AL
About The Position
The Relationship Banker II meets with customers and prospects in person and by phone to determine their financial needs and proactively offer appropriate products, services, and guidance to help them achieve their financial goals. The role focuses on building customer relationships, meeting branch targets, and providing an optimal customer experience. It is suited to candidates with retail or sales experience who are interested in career growth and development. The banker educates customers about Regions’ consumer and business products and services, including loan and deposit products, and helps them use digital banking options. The role also involves outbound calls, resolving customer issues, referring customers with complex needs to internal experts, processing transactions as needed, and following bank procedures and applicable laws and regulations. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required. The position is full-time, incentive-eligible, and eligible for overtime for hours worked over 40 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 maintaining sustained 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) is required.
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 calls using 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, and ATM banking options.
- Provide a consistent customer experience, including greeting customers and processing transactions as needed.
- Take ownership of and resolve customer issues.
- Refer customers with complex financial goals and needs to an internal team of experts.
- Follow bank processes, procedures, laws, and regulations, and complete duties assigned by the Branch Manager.
- Help ensure sound banking practices, including managing, identifying, and reporting operational risks.
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 and formulaic incentive plans based on performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
