Senior Small Business Relationship Banker - Winter Park Fairbanks Ave Branch

Regions Bank•Winter Park, FL

1d•$51,997 - $60,730•Onsite

About The Position

At Regions, the Senior Small Business 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. The position serves all customers, with a focus on small business customers with revenues up to $5 million. It is responsible for acquiring new customers and deepening existing relationships through checking acquisition, check cards, money movement, credit cards, merchant services, and lending. The role works in partnership with the Branch Manager as a primary relationship manager for a portfolio of small business customers. It also supports branch operations and customer service, including helping customers use digital banking solutions, resolving customer issues, and referring customers to internal experts when appropriate. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and is eligible for overtime 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.
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 business acumen to assess small business clients’ needs.
Strong verbal and written communication and organizational skills.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Nice To Haves

Bachelor’s degree.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance about Regions’ solutions, with a focus on small business customers.
Conduct outbound calls to small business and consumer customers and prospects to expand existing relationships and acquire new customers.
Partner with the Branch Manager as a primary relationship manager for a portfolio of small business customers with revenues up to $5 million.
Educate and advise customers on Regions’ consumer and business products and services, including loan and deposit products.
Educate customers on mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience and share day-to-day branch responsibilities, including 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 assigned by the Branch Manager and help identify, manage, and report operational risks.