Senior Consumer Relationship Banker - Panama City Main Branch

Regions Bank•Panama City, FL

11d•$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 understand their financial needs and proactively offer products, services, and guidance to help them reach their financial goals. The role focuses on acquiring and deepening customer relationships, especially Preferred Banking Households, through more complex affluent banking solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings discussions. The banker works with the Branch Team to manage a portfolio of Preferred Banking Households, achieve individual and branch goals, and provide a consistent customer experience. The role also supports customers with consumer and business products, digital banking options, and referrals to internal experts when additional needs are identified. The successful candidate is customer-focused, individually driven, competitive, collaborative, and skilled at identifying needs and communicating effectively. The position is full-time, incentive eligible, overtime eligible for hours worked beyond 40 per week, 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 and handle multiple priorities simultaneously.
Excellent customer service and 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, particularly for Preferred Banking Households.
Conduct outbound calls to customers and prospects from 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 mobile, online, ATM, and other digital banking solutions.
Deliver 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 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.
Track hours worked in excess of 40 per week.