Relationship Banker Team Lead - Nashboro Village Branch
About The Position
At Regions, the Relationship Banker – Team Lead meets with customers and prospects in person and by phone to understand their financial needs and proactively provide appropriate products, services, and guidance to help them reach their financial goals. The role coaches a team of bankers and oversees some branch activities in the Branch Manager’s absence. It is suited to candidates with retail or sales experience seeking opportunities for growth and development. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, and brings strong communication and leadership skills and a commitment to personalized customer service. The role requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is incentive eligible and eligible for overtime for hours worked over 40 per week.
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.
- 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 expert guidance about Regions’ solutions.
- Make outbound calls from generated customer and prospect lead lists to expand customer relationships and acquire new ones.
- Partner with branch leadership on new business development and foster financial wellness in local communities.
- Coach junior-level bankers to strengthen product knowledge and identify customer needs.
- Educate and advise customers on Regions’ consumer and business products and services, including loan and deposit types.
- Educate customers about digital and emerging technology offerings, including mobile, online, and ATM services.
- Provide a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
- Oversee branch operational and compliance-related tasks and ensure teams understand procedural changes.
- Resolve escalated issues, primarily in the Branch Manager’s absence, which may include team scheduling, counseling associates, or providing input into hiring decisions.
- Refer customers to internal experts when additional financial goals and needs are identified.
- Follow bank processes, procedures, laws, and regulations; complete duties delegated by the Branch Manager; and help manage, identify, and report 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
