Senior Small Business Relationship Banker - Brooksville Branch

Regions Bank•Hernando, FL

12d•Onsite

About The Position

At Regions, the Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to understand their financial needs and provide appropriate products, services, and guidance. The role serves all customers, with a focus on acquiring and deepening relationships with small business customers whose revenues are up to $5 million. This includes checking acquisition, check cards, money movement, credit cards, merchant services, and lending. The banker works with the Branch Manager as a primary relationship manager for a portfolio of small business customers, while also supporting branch operations and delivering a consistent customer experience. The role is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and requires tracking hours worked in excess of 40 per week. It is eligible for overtime under the Fair Labor Standards Act.

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.
Registration 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 business acumen to assess the needs of small business clients.
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 guidance about 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 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 types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Deliver a consistent customer experience, including greeting customers and processing transactions as needed.
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 delegated by the Branch Manager; and help ensure sound banking practices by managing, identifying, and reporting operational risks.