Senior Consumer Relationship Banker - Panama City Main Branch

Regions Bank•Panama City, FL

11d•Onsite

About The Position

The Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs and proactively 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 addressing more complex and affluent needs involving wealth opportunities, investments, lending, debt consolidation, and savings. The banker works with the Branch Team as the primary relationship manager for a portfolio of Preferred Banking Households, while contributing to branch targets and a consistent customer experience. The role may also involve sharing day-to-day branch responsibilities, including greeting customers and processing transactions. The position requires NMLS registration and obtaining a Life Insurance license within 120 days of hire. It is full-time, incentive eligible, and eligible for overtime under the Fair Labor Standards Act; tracking of hours worked in excess of 40 per week is required. The position is located at the Panama City Main Branch in Panama City, 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 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 and goals by identifying customer needs and providing advanced guidance on Regions’ solutions, with a focus on Preferred Banking Households.
Make outbound calls using generated customer and prospect lead lists to expand existing relationships and acquire new ones.
Partner with the Branch Team and serve 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 products, annuities, and life insurance.
Educate customers on digital banking options, including mobile, online, and ATM offerings.
Provide a consistent customer experience and share day-to-day branch duties as needed, 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 ensure sound banking practices, including identifying and reporting operational risks.
Track hours worked in excess of 40 per week.