Relationship Banker Team Lead - Taylor Road Branch

Regions Bank•Montgomery, AL

1d•$47,401 - $58,786•Onsite

About The Position

At Regions, the Relationship Banker – Team Lead meets with customers and prospects in person and by phone to identify their financial needs and offer appropriate products, services, and guidance to help them achieve their financial goals. The role also 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 career growth and development. The position works with branch leadership to meet branch goals, grow customer relationships, support financial wellness in local communities, and deliver personalized service. It includes customer education on consumer and business banking products, lending and deposit products, and digital banking options, as well as operational and compliance responsibilities. The role is incentive eligible, eligible for overtime for hours worked beyond 40 per week, 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 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) 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 guidance on Regions’ solutions.
Make outbound calls to customer and prospect leads to expand customer relationships and acquire new customers.
Partner with branch leadership on business development and support 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 offerings.
Provide a consistent customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance tasks and communicate procedural changes to branch teams.
Resolve escalated issues, particularly when the Branch Manager is absent, including matters involving 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, procedures, laws, and regulations; complete duties delegated by the Branch Manager; and help manage, identify, and report operational risks.