Relationship Banker - Team Lead - Seminole Branch

Regions Bank•Tampa, FL

3d•$49,895 - $61,880•Onsite

About The Position

The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to understand their financial needs and proactively offer appropriate products, services, and guidance to help them achieve their financial goals. The role coaches a team of bankers and oversees certain branch activities when the Branch Manager is absent. It is intended for candidates with retail or sales experience interested in career growth and development. The successful candidate is individually driven and competitive while working collaboratively toward shared goals. Strong communication and leadership skills, along with the ability to deliver personalized customer service, are important. The position is based at the Seminole branch in Seminole, Florida, is full-time, and is eligible for overtime for hours worked over 40 per week and for incentive compensation. 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 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 guidance on Regions’ solutions.
Make outbound calls to customers and prospects using generated lead lists to expand customer relationships and acquire new customers.
Partner with branch leadership on new business development opportunities 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 when the Branch Manager is absent; this may include team scheduling, counseling associates, or contributing to hiring decisions.
Refer customers to internal experts when additional financial goals and 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.