Relationship Banker - Team Lead - West Tampa Hillsborough

Regions•Egypt Lake-Leto, FL

7d•$49,895 - $61,880•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 is suited to candidates with retail or sales experience interested in career growth and development. The role partners with branch leadership to achieve branch goals, develop business, and foster financial wellness in the local community. It provides personalized customer service and guidance on Regions’ consumer and business products, including loan and deposit products, as well as digital banking solutions. The Team Lead helps maintain a consistent customer experience and supports branch operations, compliance, and sound banking practices. The position is incentive eligible, requires NMLS registration, and is eligible for overtime for hours worked in excess of 40 per week.

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.
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 on Regions’ solutions.
Make outbound calls using customer and prospect lead lists to expand existing relationships and acquire new customers.
Partner with branch leadership on business development and foster 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 digital banking options, including mobile, online, and ATM services.
Help provide an optimal customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance-related tasks and ensure 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 assigned by the Branch Manager, and help manage, identify, and report operational risks.