Relationship Banker II - Forest

Regions Bank•Ocala, FL

6d•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, 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 want to build a career with opportunities for growth, development, and upward mobility. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, identifies customer needs, and communicates effectively. The position is based at the Forest location in Silver Springs, Florida. It is full-time, incentive eligible, and eligible for overtime under the Fair Labor Standards Act for hours worked beyond 40 per week. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

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.
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.
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 guidance about Regions’ solutions.
Make 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 types.
Educate customers on mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience, which may include greeting customers and processing transactions so they can bank when, where, and how they choose.
Take ownership of 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 or assigned by the Branch Manager.
Help ensure sound banking practices by managing, identifying, and reporting operational risks.