Relationship Banker Team Lead - Elmwood Branch

Regions Bank•Harahan, LA

1d•Onsite

About The Position

The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to understand their financial needs, then proactively recommends appropriate products, services, and guidance to help them achieve their financial goals. The role also 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. The successful candidate is individually driven and competitive, while also working effectively as part of a team and providing personalized customer service. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is overtime-eligible under the Fair Labor Standards Act, with time tracking required for hours worked in excess of 40 per week, and is eligible for incentive plans. The role is located at the Elmwood branch in Harahan, Louisiana.

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 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.
Strong relationship-building skills.
Strong communication skills 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 expert guidance on 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 promote financial wellness in local communities.
Coach junior-level bankers to strengthen product knowledge and improve their ability to identify customer needs.
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.
Deliver a consistent customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance-related tasks and ensure the team understands procedural changes.
Resolve escalated issues, primarily when the Branch Manager is absent; this may include team scheduling, associate counseling, or providing input on hiring decisions.
Refer customers to internal experts when additional financial needs or goals are identified.
Follow bank procedures and applicable laws and regulations, complete duties delegated by the Branch Manager, and help identify and report operational risks.