Senior Consumer Relationship Banker - Dr. Phillips Boulevard Branch

Regions Bank•Orlando, FL

5d•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. The role focuses on acquiring and deepening customer relationships, particularly with Preferred Banking Households, and addressing more complex and affluent needs involving wealth opportunities, investments, lending, debt consolidation, and saving. The banker helps customers pursue their financial goals while contributing to branch and individual targets, and works both independently and as part of the branch team. The 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 manage multiple priorities simultaneously.
Ability to provide excellent customer service and build strong relationships.
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 to Preferred Banking and other consumer households using generated customer and prospect lead lists to deepen relationships and acquire customers.
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 products, annuities, and life insurance.
Explain digital banking options, including mobile, online, and ATM offerings.
Provide a consistent customer experience, including sharing day-to-day branch duties such as 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 junior bankers’ development by serving as a subject matter expert.
Follow bank procedures and applicable laws and regulations, complete duties assigned by the Branch Manager, and help manage, identify, and report operational risks.