Senior Consumer Relationship Banker - Madison Street Huntsville Branch

Regions Bank•Huntsville, AL

22h•Onsite

About The Position

At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to understand 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 customer relationships, especially Preferred Banking Households, and supporting more complex affluent solutions involving wealth opportunities, investments, lending, debt consolidation, and savings. The successful candidate is individually driven and competitive while working collaboratively with the branch team. They identify customer needs, communicate effectively, provide an optimal customer experience, and support customer use of digital banking solutions. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and requires obtaining a Life Insurance license within 120 days of hire. It is eligible for overtime under the Fair Labor Standards Act.

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 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 in the role.
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, with a focus on Preferred Banking Households.
Make outbound calls using generated customer and prospect lead lists to deepen existing Preferred Banking and other consumer 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 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 junior-level bankers’ development by serving as a subject matter expert.
Follow bank processes and procedures and applicable laws and regulations, complete duties delegated by the Branch Manager, and help manage, identify, and report operational risks.