Relationship Banker - Team Lead - Dalton Main Branch
About The Position
The Relationship Banker – Team Lead meets with customers and prospects in person and by phone to determine their financial needs and proactively 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 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 position works with branch leadership to meet branch goals, develop business, support financial wellness in local communities, and deliver personalized customer service. It includes educating customers about consumer and business banking products, loans, deposits, and digital banking options; supporting transactions and customer greeting; overseeing operational and compliance tasks; and resolving escalated matters when the Branch Manager is absent. The role requires NMLS registration and is eligible for overtime and incentive compensation.
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).
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.
- Conduct outbound calls to existing customers and prospects to expand 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 products.
- 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 the team understands procedural changes.
- Resolve escalated issues in the Branch Manager’s absence, 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 banking procedures and applicable laws and regulations, complete delegated duties, 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
