Senior Consumer Relationship Banker - Dr. Phillips Boulevard Branch
About The Position
At Regions, the Senior Consumer Relationship Banker meets with customers and prospects in person and by phone to identify 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 relationships with Preferred Banking Households, including addressing more complex affluent banking solutions, wealth opportunities, investments, lending, debt consolidation, and savings needs. The banker works toward individual and branch goals, manages a portfolio of Preferred Banking Households in partnership with the branch team, and serves as a subject matter expert for junior-level bankers. The position also supports branch operations and customer service, including greeting customers and processing transactions, while following bank procedures and applicable regulations. The role is incentive-eligible 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 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.
- Strong 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.
- Make 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.
- Provide an optimal customer experience, including sharing daily 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, procedures, laws, and regulations; complete duties delegated by the Branch Manager and help manage, identify, and report operational risks.
- Track time worked in excess of 40 hours per week.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health Savings Account
- Flexible Spending Account
- Life insurance
- Parental leave
- Employee Assistance Program
- Associate Volunteer Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
