Relationship Banker - Team Lead - Inverness Main Branch

Regions Bank•Inverness, FL

19h•$47,401 - $58,786•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 proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role also coaches a team of bankers and oversees some branch activities when the Branch Manager is absent. It offers growth and development opportunities for candidates with retail or sales experience. The position partners with the Branch Manager and branch leadership to achieve branch goals, develop business, support community financial wellness, and provide a consistent customer experience. It includes educating customers about consumer and business banking products, services, and digital solutions; supporting branch operations and compliance; and resolving escalated issues when the Branch Manager is absent. This role requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is full time, incentive eligible, and eligible for overtime under the Fair Labor Standards Act.

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 sustaining 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, customer focus, and 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 guidance about Regions’ solutions.
Make outbound calls to customer and prospect leads to expand existing relationships and acquire new customers.
Partner with branch leadership on business development and support 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 types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience, including greeting customers and processing transactions as needed.
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 scheduling, associate counseling, and 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 identify, manage, and report operational risks.