Senior Consumer Relationship Banker - South Beach Branch

Regions Bank•Miami Beach, FL

3d•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 proactively offer appropriate products, services, and guidance to help them reach their financial goals. The role focuses on acquiring and deepening relationships, particularly with Preferred Banking Households, through more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings conversations. The banker works with the Branch Team as a primary relationship manager for a portfolio of Preferred Banking Households, while also supporting day-to-day branch service. The position offers growth and development opportunities for candidates with retail or sales experience and requires someone who is individually driven and competitive while also contributing to team goals. This position is incentive eligible, including commission and formulaic incentive plans, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). A Life Insurance license must be obtained within 120 days of hire. The role is eligible for overtime under the Fair Labor Standards Act; time worked in excess of 40 hours per week must be tracked. The position is based at the South Beach location in Miami Beach, Florida.

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 about Regions’ solutions, particularly for Preferred Banking Households.
Make outbound calls using customer and prospect lead lists to expand existing relationships and acquire new ones.
Partner with the Branch Team 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 loan and deposit types, annuities, and life insurance.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Help provide a consistent customer experience, including greeting customers and processing transactions as needed.
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, procedures, laws, and regulations; complete duties assigned by the Branch Manager and help manage, identify, and report operational risks.