Relationship Banker - Team Lead - West Waters Avenue Branch
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 career growth and development. The successful candidate is customer-focused, individually driven, competitive, and motivated to work collaboratively toward shared goals. Strong communication and leadership skills and the ability to provide personalized customer service are important. The role requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), is incentive eligible, and is 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
- Partners with the Branch Manager to guide and direct branch activities.
- Achieves branch targets and goals by identifying customer needs and offering expert guidance on Regions’ solutions.
- Makes outbound calls to customers and prospects using generated lead lists to expand existing relationships and acquire new customers.
- Partners with branch leadership on business development opportunities and promotes financial wellness in local communities.
- Coaches junior bankers to strengthen product knowledge and identify customer needs.
- Educates and advises customers on Regions’ Consumer and Business products and services, including loan and deposit types.
- Educates customers about digital banking options, including mobile, online, and ATM services.
- Provides a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
- Oversees branch operational and compliance tasks and ensures teams understand procedural changes.
- Resolves escalated issues, primarily in the Branch Manager’s absence, including team scheduling, associate counseling, and input into hiring decisions.
- Refers customers to internal experts when additional financial needs or goals are identified.
- Follows bank procedures and applicable laws and regulations; completes duties assigned by the Branch Manager and helps 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.
- Commission incentive plan.
- Formulaic incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
