Relationship Banker - Team Lead - West Waters Avenue Branch

Regions Bank•Tampa, FL

8d•Onsite

About The Position

The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to identify their financial needs and proactively offer suitable 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 who are interested in career growth and advancement. The successful candidate is individually driven and competitive, works collaboratively toward team goals, and demonstrates strong communication, leadership, and personalized customer-service skills. The position is based at the West Waters Avenue location in Tampa, Florida. It is full-time, is eligible for overtime for hours worked in excess of 40 per week, and participates in commission and formulaic incentive plans. 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 expert guidance about Regions’ solutions.
Make outbound calls using generated customer and prospect lead lists to expand existing relationships and acquire new customers.
Partner with branch leadership on new business development and foster financial wellness in local communities.
Coach junior-level bankers to strengthen their product knowledge and ability to identify customer needs.
Educate and advise customers on Regions’ consumer and business products and services, including loan and deposit types.
Educate customers about digital banking solutions, including mobile, online, and ATM offerings.
Provide a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
Oversee branch operational and compliance-related tasks and ensure teams understand procedural changes.
Resolve escalated issues, primarily in the Branch Manager’s absence; this may include team scheduling, associate counseling, or input into hiring decisions.
Refer customers to internal experts when additional financial goals or needs are identified.
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.