Senior Small Business Relationship Banker - Madison 1050 Hwy 51 Branch
About The Position
At Regions, the Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs, then proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role serves all customers, with a focus on small businesses with revenues up to $5 million. Responsibilities include acquiring new customers and deepening existing relationships through checking, check cards, money movement, credit cards, merchant services, and lending. The banker partners with the Branch Manager as a primary relationship manager for a portfolio of small business customers and supports junior bankers as a subject matter expert. The position is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is eligible for overtime under the Fair Labor Standards Act; hours worked in excess of 40 per week must be tracked.
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 maintaining 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.
- 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 on Regions’ solutions, particularly for small business customers.
- Make outbound calls to small business and consumer customers and prospects using generated lead lists to expand relationships and acquire customers.
- Partner with the Branch Manager to serve as a primary relationship manager for a portfolio of small business customers with revenues up to $5 million.
- Educate and advise customers on consumer and business products and services, including loan and deposit products.
- Educate customers about digital solutions, including mobile, online, and ATM services.
- 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 and procedures and applicable laws and regulations; complete duties delegated by the Branch Manager and help ensure sound banking practices, including identifying and reporting operational risks.
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
Senior
Education Level
High school or GED
