Relationship Banker Team Lead - Eastbrook Branch

Regions Bank•Montgomery, AL

12h•Onsite

About The Position

The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to determine their financial needs, then offers 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 seeking 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 role partners with the Branch Manager to direct branch activities, achieve branch targets, develop business, and foster financial wellness in local communities. It provides guidance on Regions’ consumer and business products, loans and deposits, and digital banking options; supports customer service and transactions; and helps ensure operational and compliance tasks are completed. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and is eligible for overtime under the Fair Labor Standards Act. Associates must track time worked in excess of 40 hours per week.

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 by identifying customer needs and providing guidance on Regions’ solutions.
Make outbound calls to customers and prospects to expand 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 product knowledge and identify customer needs.
Educate and advise customers about Regions’ consumer and business products and services, including loan and deposit types.
Explain digital banking options, including mobile, online, and ATM services.
Provide a consistent 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, particularly when the Branch Manager is absent; this may include team scheduling, counseling associates, or providing input on hiring decisions.
Refer customers to internal experts when additional financial needs or goals are identified.
Follow bank procedures and applicable laws and regulations; complete duties delegated by the Branch Manager and help manage, identify, and report operational risks.