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 reach 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, while also working collaboratively to achieve team goals, and demonstrates strong communication, leadership, and personalized customer-service skills. The position partners with the Branch Manager on branch activities, targets, and business development; provides expert guidance on Regions’ consumer and business banking solutions; and helps foster financial wellness in the local community. It also supports branch operations, compliance, and customer experience, including coaching junior bankers, resolving escalated issues, and ensuring customers can bank through the channels they choose. This is a full-time, incentive-eligible role. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The position tracks time worked in excess of 40 hours per week and is eligible for overtime under the Fair Labor Standards Act. The role is located at the Paris Tennessee Main East Wood Street branch in Paris, Tennessee.

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 manage 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 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 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 offerings.
  • Provide a consistent customer experience, including sharing responsibility for greeting customers and processing transactions.
  • Oversee branch operational and compliance-related tasks and help branch teams understand procedural changes.
  • Resolve escalated issues, primarily when the Branch Manager is absent; this may include team scheduling, counseling associates, or providing 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.

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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