Senior Consumer Relationship Banker - Jefferson City Branch

Regions Bank•Jefferson City, MO

9d•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 reach their financial goals. The role focuses on acquiring and deepening customer relationships, particularly Preferred Banking Households, through complex and affluent solutions involving wealth opportunities, investments, lending, debt consolidation, and savings. The successful candidate identifies customer needs, communicates effectively, works independently and collaboratively toward branch goals, and provides a consistent customer experience. The position also supports team development as a subject matter expert for junior bankers and helps ensure sound banking practices and compliance with applicable processes, procedures, laws, and regulations. It requires NMLS registration and obtaining a Life Insurance license within 120 days of hire. The position 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 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, with a focus on Preferred Banking Households.
Make outbound calls using generated lead lists to deepen existing customer relationships and acquire new customers.
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 digital banking solutions, including mobile, online, and ATM 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 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 manage, identify, and report operational risks.
Track time worked in excess of 40 hours per week.