Relationship Banker - Team Lead - Brooksville Branch

Regions•Brooksville, FL

13h•$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 who are interested in career growth and development. The successful candidate is individually driven and competitive while also working collaboratively toward team goals. The position requires strong communication and leadership skills and the ability to deliver personalized customer service. It is incentive eligible, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

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 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 and goals by identifying customer needs and providing expert guidance about Regions’ solutions.
Make outbound calls using customer and prospect lead lists to expand existing relationships and acquire new customers.
Partner with branch leadership on new business development opportunities 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 types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide an optimal customer experience, including greeting customers and processing transactions as needed.
Oversee branch operational and compliance tasks and ensure teams understand procedural changes.
Resolve escalated issues, primarily when the Branch Manager is absent; this may include team scheduling, counseling associates, or providing 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 identify, manage, and report operational risks.