Relationship Banker - Team Lead - Chalkville Branch
About The Position
The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to understand 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 in the Branch Manager’s absence. It is suited to candidates with retail or sales experience who are interested in career growth and development. The successful candidate provides personalized customer service, communicates effectively, demonstrates leadership, and works both independently and collaboratively toward branch goals. The role partners with branch leadership on branch activities and business development, supports customer financial wellness, and helps ensure sound operational and compliance practices.
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.
- Must track hours worked in excess of 40 per week; the position is eligible for overtime under the Fair Labor Standards Act.
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 on Regions’ solutions.
- Make outbound calls to customers and prospects using generated lead lists to expand existing relationships and acquire new ones.
- Partner with branch leadership on new business development and promote 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 digital banking offerings, including mobile, online, and ATM services.
- Provide a consistent customer experience, including greeting customers and processing transactions as needed.
- Oversee branch operational and compliance-related tasks and ensure branch teams understand procedural changes.
- Resolve escalated issues, primarily when the Branch Manager is absent; 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 identify, manage, 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.
- Commission incentive plan and formulaic incentive plan, with potential earnings based on performance against defined metrics and goals.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
