Senior Consumer Relationship Banker - Clubview Branch

Regions Bank•Gadsden, AL

2d•$46,797 - $54,657•Onsite

About The Position

At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to identify their financial needs and offer suitable products, services, and guidance to help them reach their financial goals. The role focuses on acquiring and deepening customer relationships, particularly Preferred Banking Households, and addressing more complex and affluent needs involving wealth opportunities, investments, lending, debt consolidation, and savings. The banker works toward individual and branch goals, manages a portfolio of Preferred Banking Households in partnership with the Branch Team, and provides guidance on consumer and business banking products and services. The position also supports customers’ use of digital banking, resolves customer issues, refers customers to internal experts when appropriate, and helps develop junior bankers as a subject matter expert. The banker may also share day-to-day branch duties, including greeting customers and processing transactions, and must follow bank procedures and applicable laws and regulations. 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).

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 using generated lead lists to deepen 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 loans, deposits, annuities, and life insurance.
Educate customers about digital banking solutions, including mobile, online, and ATM offerings.
Provide a consistent customer experience and share day-to-day branch responsibilities, including 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.