Senior Consumer Relationship Banker - Mallory Lane Branch

Regions Bank•Nashville, TN

12d•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 achieve their financial goals. The role focuses on acquiring and deepening relationships, particularly with Preferred Banking Households, and addressing more complex affluent solutions, wealth opportunities, investments, lending, debt consolidation, and savings needs. The banker works with the Branch Team to manage Preferred Banking Households, achieve individual and branch goals, and provide an optimal customer experience. The role also involves educating customers about consumer and business banking products and digital banking options, resolving issues, referring customers to internal experts, and supporting junior bankers as a subject matter expert. The position is full-time, incentive eligible, and eligible for overtime for hours worked in excess of 40 per week. Registration with the Nationwide Mortgage Licensing System and Registry is required. 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 about Regions’ solutions, particularly for 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 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 mobile, online, ATM, and other digital banking solutions.
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 ensure sound banking practices, including identifying and reporting operational risks.
Track hours worked in excess of 40 per week.