Senior Consumer Relationship Banker - Rio Pinar Branch

Regions Bank•Orlando, FL

1d•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 relationships with Preferred Banking Households and addressing more complex affluent needs, including wealth opportunities, investments, lending, debt consolidation, and saving. The banker works both independently and as part of the branch team to help customers achieve their financial goals and deliver a consistent customer experience. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and requires tracking hours worked in excess of 40 per week. It is eligible for overtime under the Fair Labor Standards Act. The role is based at the Rio Pinar location in Orlando, 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.
Registration 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 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 on Regions’ solutions, with a focus on Preferred Banking Households.
Conduct 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 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 on digital banking options, including mobile, online, and ATM offerings.
Provide an optimal customer experience, including sharing day-to-day branch responsibilities 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-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 ensure sound banking practices by managing, identifying, and reporting operational risks.