About The Position

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 coaches a team of bankers and oversees some branch activities when the Branch Manager is absent. It offers an opportunity for candidates with retail or sales experience to develop and grow their careers. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, and brings strong communication, leadership, and personalized customer-service skills.

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 maintaining attention to a monitor.
  • Ability to walk and stand for extended periods.
  • Ability to lift up to 20 pounds.
  • Register 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 proactively identifying customer needs and providing expert guidance about Regions’ solutions.
  • Make outbound calls using customer and prospect lead lists to expand existing relationships and acquire new customers.
  • Partner with branch leadership on new business development opportunities 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 offerings.
  • Provide an optimal customer experience, including sharing responsibility for greeting customers and processing transactions.
  • Oversee branch operational and compliance tasks and ensure branch teams understand procedural changes.
  • Resolve escalated issues, primarily when the Branch Manager is absent, including matters involving team scheduling, associate counseling, or input into hiring decisions.
  • Refer customers to internal experts when additional financial goals and needs are recognized.
  • Follow bank processes and procedures and applicable laws and regulations, complete duties delegated by the Branch Manager, and help 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.
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