Senior Consumer Relationship Banker - South Beach Branch

Regions Bank•Miami Beach, FL

4d•$54,597 - $63,767•Onsite

About The Position

At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs and offer appropriate products, services, and guidance to help them achieve their financial goals. The role focuses on acquiring customers and deepening existing relationships, particularly with Preferred Banking Households, and addressing more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and savings needs. The banker works with the Branch Team as the primary relationship manager for a portfolio of Preferred Banking Households, supports individual and branch goals, and provides an optimal customer experience across in-person, phone, and digital channels. The position also supports junior bankers as a subject matter expert, resolves customer issues, makes referrals to internal experts, and follows applicable bank processes, procedures, laws, and regulations. This position is incentive eligible, eligible for overtime under the Fair Labor Standards Act, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). A Life Insurance license must be obtained within 120 days of hire.

Requirements

High school diploma or GED.
Two years of banking, sales, and/or customer service experience.
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 work Saturdays as needed.
Ability to walk and stand for extended periods.
Ability to lift up to 20 pounds.
Obtain a Life Insurance license within 120 days of hire.
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.
Ability to provide excellent customer service.
Excellent relationship-building skills.
Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
Strong verbal and written communication and organizational skills.

Nice To Haves

Bachelor’s degree.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance on Regions’ solutions, with a focus on Preferred Banking Households.
Make outbound calls to customers and prospects from generated lead lists to expand existing relationships and acquire new ones.
Partner with the Branch Team and serve as a primary relationship manager for a portfolio of Preferred Banking Households.
Educate and advise customers on Regions’ Consumer and Business products and services, including loans, deposits, annuities, and life insurance.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience, including sharing day-to-day branch duties such as greeting customers and processing transactions.
Own and resolve customer issues.
Refer customers to internal experts when additional financial needs or goals are identified.
Support team development by serving as a subject matter expert for junior-level bankers.
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.