Relationship Banker Team Lead - White House Branch

Regions Bank•White House, TN

7d•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 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 is suited to candidates with retail or sales experience who are interested in career growth and development. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, and demonstrates strong communication, leadership, and personalized customer-service skills. The position partners with the Branch Manager to guide branch activities, build customer relationships, support business development, and foster financial wellness in the community. It also provides coaching to junior bankers, advises customers about consumer and business banking products, supports digital banking adoption, and helps deliver a consistent customer experience. The Team Lead oversees operational and compliance tasks, handles escalated matters primarily in the Branch Manager’s absence, and follows required banking processes and regulations. The role requires NMLS registration and is eligible for overtime and incentive compensation.

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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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, customer focus, and leadership skills.

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 about Regions’ solutions.
Conduct outbound calls to customers and prospects to expand existing relationships and acquire new customers.
Partner with branch leadership on business development opportunities and foster financial wellness in local communities.
Coach junior 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 mobile, online, ATM, and other digital banking solutions.
Help provide an optimal customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance tasks and ensure teams understand procedural changes.
Resolve escalated issues, primarily in the Branch Manager’s absence, including matters involving team scheduling, associate counseling, or input into hiring decisions.
Refer customers to internal experts when additional financial needs or goals are identified.
Follow bank processes, procedures, laws, and regulations; complete delegated duties and help manage, identify, and report operational risks.