Relationship Banker - Team Lead - Seminole Branch

Regions Bank•Tampa, FL

2d•Onsite

About The Position

The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to identify their financial needs and offer 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 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 team goals, and brings strong communication, leadership, and personalized customer-service skills. The position partners with branch leadership to meet branch goals, develop business, support financial wellness in the community, and deliver a consistent customer experience. It includes customer education about consumer and business banking products, loans, deposits, and digital banking tools, along with branch operations, compliance, and risk-management duties. The role requires NMLS registration. It is full-time, incentive-eligible, and eligible for overtime for hours worked over 40 per week. The position is located in Seminole, Florida.

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 maintaining sustained attention to a monitor.
Ability to walk and stand for extended periods.
Ability to lift up to 20 pounds.
Ability to register 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.
Strong relationship-building, 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 by identifying customer needs and providing guidance about Regions’ solutions.
Make outbound calls to customer and prospect leads to expand customer relationships and acquire new ones.
Partner with branch leadership on business development and support financial wellness in local communities.
Coach junior bankers to strengthen product knowledge and identify customer needs.
Educate and advise customers on 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 communicate procedural changes to branch teams.
Resolve escalated issues, primarily when the Branch Manager is absent, including matters involving 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 assigned duties and help identify, manage, and report operational risks.