Senior Consumer Relationship Banker - Rio Pinar Branch - Spanish Bilingual Preferred

Regions•Orlando, FL

10d•$51,997 - $60,730•Onsite

About The Position

At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to identify financial needs, then proactively offers appropriate products, services, and guidance to support their financial goals. The role focuses on acquiring customers and deepening existing relationships, especially Preferred Banking Households, through more complex affluent banking solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings conversations. The position combines individual sales and service goals with teamwork across the branch. The banker serves as a primary relationship manager for a portfolio of Preferred Banking Households, provides advanced guidance on Regions solutions, and helps customers use digital banking. The role also contributes to daily branch operations and supports junior bankers as a subject matter expert. It is full-time and incentive eligible, with overtime eligibility for hours worked over 40 per week. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required, and 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 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.
Strong 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.
Spanish bilingual ability.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance on Regions solutions, particularly for Preferred Banking Households.
Make outbound calls to Preferred Banking and other consumer households using generated customer and prospect 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.
Deliver a consistent customer experience and share day-to-day branch duties, including greeting customers and processing transactions.
Take ownership of 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.