Relationship Banker - Team Lead - Dalton Main Branch

Regions Bank•Chattanooga, GA

7d•Onsite

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 provide appropriate products, services, and guidance. 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 advancement. The successful candidate is individually driven and competitive, works collaboratively toward shared goals, and brings strong communication, leadership, and personalized customer-service skills. The role partners with branch leadership to achieve branch goals, develop business, support financial wellness in local communities, and maintain sound banking practices. It may involve greeting customers, processing transactions, handling escalations, and overseeing branch operational and compliance tasks. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is incentive eligible, with participation in commission and formulaic incentive plans. It is eligible for overtime under the Fair Labor Standards Act; hours worked in excess of 40 per week must be tracked.

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 sustaining 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.

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 on 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 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 a consistent 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 in the Branch Manager’s absence, including matters involving team scheduling, associate counseling, and 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 duties assigned by the Branch Manager; and manage, identify, and report operational risks.