Senior Consumer Relationship Banker - Mallory Lane Branch

Regions Bank•Nashville, TN

13d•$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 identify their financial needs and offer appropriate products, services, and guidance to help them reach their financial goals. The role focuses on acquiring and deepening customer relationships, particularly Preferred Banking Households, and addressing more complex and affluent needs involving wealth opportunities, investments, lending, debt consolidation, and savings. The position combines individual sales and relationship-management goals with teamwork in a branch setting. The banker serves as a primary relationship manager for a portfolio of Preferred Banking Households, provides an optimal customer experience, and may share day-to-day branch duties such as greeting customers and processing transactions. The role also supports junior bankers as a subject matter expert and follows banking processes, laws, and regulations. It requires NMLS registration, and a Life Insurance license must be obtained within 120 days of hire. The role is full-time, incentive eligible, and eligible for overtime for hours worked over 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 by identifying customer needs and providing advanced guidance on Regions’ solutions, with a focus on 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 and act 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 types, annuities, and life insurance.
Educate customers about digital banking options, including mobile, online, and ATM services.
Provide a consistent customer experience and share day-to-day branch responsibilities, including greeting customers and processing transactions as needed.
Take ownership of 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 delegated by the Branch Manager and help manage, identify, and report operational risks.