Relationship Banker - Team Lead - Northeast St. Pete Branch

Regions•Saint Petersburg, FL

3d•$49,895 - $61,880•Onsite

About The Position

At Regions, the Relationship Banker – Team Lead meets with customers and prospects in person and by phone to determine their financial needs, then proactively offers 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 seeking opportunities for growth and development. The role partners with branch leadership to meet branch targets, develop new business, support customers’ financial wellness, and deliver personalized service. It also helps ensure sound banking practices, operational compliance, and a consistent customer experience across in-person, phone, and digital channels. The position is incentive eligible, permits overtime under the Fair Labor Standards Act, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

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.
Conduct outbound calls to existing customers and prospects to expand relationships and acquire new customers.
Partner with branch leadership on new business development and promote 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 products.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide an optimal customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance tasks and ensure the team understands procedural changes.
Resolve escalated issues, particularly when the Branch Manager is absent; this may include team scheduling, associate counseling, and input into hiring decisions.
Refer customers to internal experts when additional financial goals or needs are identified.
Follow bank processes and procedures and applicable laws and regulations, complete duties assigned by the Branch Manager, and help manage, identify, and report operational risks.