Relationship Banker - Team Lead (Winter Park Branch)

Regions Bank•Orlando, FL

5d•Onsite

About The Position

At Regions, the Relationship Banker – Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager’s absence. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate with strong communication and leadership skills as well as the ability to provide personalized customer service.

Requirements

High School Diploma or GED
Two (2) 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, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds

Nice To Haves

Bachelor’s degree
Supervisory/management experience
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

Responsibilities

Partners with the Branch Manager to guide and direct all branch activities
Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones
Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities
Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur
Resolves escalated issues, primarily in Branch Manager's absences, which may include team scheduling, counseling associates, or input into hiring decisions
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
Paid Vacation/Sick Time
401K 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits