Senior Consumer Relationship Banker - Clubview Branch

Regions Bank•Gadsden, AL

8h•Onsite

About The Position

The Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to identify their financial needs and offer appropriate products, services, and guidance to help them achieve their financial goals. The role focuses on acquiring and deepening customer relationships, particularly with Preferred Banking Households, and includes more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings conversations. The banker works individually and as part of the branch team to achieve targets, manage a portfolio of Preferred Banking Households, provide an optimal customer experience, and support the development of junior-level bankers. The role also involves explaining consumer and business banking products and digital services, resolving customer issues, referring customers to internal experts when appropriate, and following applicable banking procedures and regulations. This position is incentive eligible, requires NMLS registration, and requires obtaining a life insurance license 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.
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 Preferred Banking and other consumer households to expand existing relationships and acquire new 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 loans, deposits, annuities, and life insurance.
Explain digital banking options, including mobile, online, and ATM services.
Help provide a consistent customer experience, including greeting customers and processing transactions as needed.
Own and resolve customer issues.
Refer customers to internal experts when additional financial goals or needs 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.