Relationship Banker Team Lead - Nashboro Village Branch

Regions Bank•Nashville, TN

8d•Onsite

About The Position

The Relationship Banker Team Lead meets with customers and prospects in person and by phone to identify their financial needs and offer suitable products, services, and guidance to help them achieve their financial goals. The role coaches a team of bankers and oversees some branch activities when the Branch Manager is absent. It is suited to candidates with retail or sales experience who are interested in career growth and development, and who are individually driven while also working collaboratively to serve customers and meet team goals. The position partners with branch leadership to guide branch activities, develop business, support financial wellness in the community, and deliver a consistent customer experience. It also oversees operational and compliance-related tasks, resolves escalated issues in the Branch Manager’s absence, and follows applicable bank procedures, laws, and regulations. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It tracks hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. It is incentive eligible, including commission and formulaic incentive plans. This is a full-time position at the Nashboro Village branch in Nashville, Tennessee. The target market range lists a minimum of $49,895.44 and a median of $61,880.00; individual pay varies based on factors including experience, skills, contribution, location, and performance.

Requirements

High school diploma or GED.
Two years of banking, sales, and/or customer service experience.
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.
Ability to adhere to policies, procedures, and guidelines.
Ability to assist customers with digital banking offerings.
Ability to handle multiple priorities simultaneously.
Excellent relationship-building skills.
Strong communication and customer focus.
Strong leadership skills.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Nice To Haves

Bachelor’s degree.
Supervisory or management experience.

Responsibilities

Partner with the Branch Manager to guide and direct branch activities.
Achieve branch targets and goals by identifying customer needs and providing guidance about Regions’ solutions.
Make outbound calls using customer and prospect lead lists to expand existing relationships and acquire new customers.
Partner with branch leadership on business development opportunities and foster financial wellness in local communities.
Coach junior-level bankers to strengthen product knowledge and help them identify customer needs.
Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types.
Explain digital banking options, including mobile, online, and ATM services.
Provide a consistent customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance-related tasks and ensure teams understand procedural changes.
Resolve escalated issues, primarily when the Branch Manager is absent; this may include team scheduling, associate counseling, or input into hiring decisions.
Refer customers to internal experts when additional financial goals or needs are identified.
Follow bank processes, procedures, applicable laws, and regulations; complete duties delegated by the Branch Manager; and help manage, identify, and report operational risks.