Senior Consumer Relationship Banker - Rio Pinar Branch

Regions Bank•Orlando, FL

2d•$51,997 - $60,730•Onsite

About The Position

At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs and proactively offer suitable products, services, and guidance to help them achieve their financial goals. The role focuses on acquiring and deepening customer relationships, particularly Preferred Banking Households, and addressing more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and savings needs. The banker works toward individual and branch goals, builds and manages customer relationships in partnership with the Branch Team, and educates customers about Regions’ consumer and business products, services, and digital banking options. The role also contributes to daily branch operations, resolves customer issues, refers customers to internal experts when appropriate, and supports the development of junior-level bankers. The position is full-time, incentive eligible, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is eligible for overtime under the Fair Labor Standards Act when applicable. 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 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

Meet individual and branch targets by identifying customer needs and providing guidance on Regions’ solutions, especially for 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 mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience and share day-to-day branch duties, including 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 team development by serving as a subject matter expert for junior-level bankers.
Follow bank processes, procedures, laws, and regulations; complete duties assigned by the Branch Manager; and help manage, identify, and report operational risks.