Relationship Banker - Team Lead - Northport Alabama Branch

Regions Bank•Tuscaloosa, AL

3d•Onsite

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 offer appropriate 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 requires individual drive, teamwork, strong communication and leadership skills, and personalized customer service. The position partners with the Branch Manager to guide branch activities, meet branch targets, develop customer relationships, and support local financial wellness. It also helps ensure a consistent customer experience, sound banking practices, and adherence to operational procedures and applicable laws and regulations. The position is overtime-eligible for hours worked in excess of 40 per week and is incentive eligible. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

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 sustaining 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 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 mobile, online, ATM, and other digital banking solutions.
Provide 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 in the Branch Manager’s absence, including matters involving scheduling, associate counseling, or input into hiring decisions.
Refer customers to internal experts when additional financial needs or goals are identified.
Follow bank processes and procedures and applicable laws and regulations; complete duties delegated by the Branch Manager and identify, manage, and report operational risks.