Senior Consumer Relationship Banker - Belle Forest Branch

Regions Bank•Nashville, TN

19h•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 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, through more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings conversations. The position combines individual and branch sales goals with relationship management, customer service, and day-to-day branch responsibilities. The banker partners with the Branch Team, serves as a primary relationship manager for a portfolio of Preferred Banking Households, and supports junior bankers as a subject matter expert. The role requires adherence to bank procedures and applicable laws and regulations, and registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is incentive eligible and eligible for overtime under the Fair Labor Standards Act for hours worked in excess of 40 per week.

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 sustaining 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, especially for Preferred Banking Households.
Make outbound calls using generated customer and prospect lead lists to deepen 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 loans, deposits, annuities, and life insurance.
Educate customers about mobile, online, ATM, and other digital banking offerings.
Provide a consistent customer experience, including sharing day-to-day branch responsibilities such as greeting customers and processing transactions.
Own 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 and procedures and applicable laws and regulations; complete duties delegated and assigned by the Branch Manager and help ensure sound banking practices, including identifying and reporting operational risks.