Senior Small Business Relationship Banker - Madison 1050 Hwy 51 Branch

Regions Bank•Madison, MS

18d•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 offer suitable products, services, and guidance. The role serves all customers, with a focus on small businesses with revenues up to $5 million. It is responsible for acquiring new customers and strengthening existing relationships through checking, check cards, money movement, credit cards, merchant services, and lending. The position works with the Branch Manager as a primary relationship manager for a portfolio of small business customers and supports branch goals and a consistent customer experience. It also serves as a subject matter expert for junior bankers and follows applicable bank procedures, policies, and regulations. The position requires NMLS registration, tracks hours worked beyond 40 per week, is eligible for overtime under the Fair Labor Standards Act, and is eligible for incentive pay.

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.
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 the needs of small business clients.
Strong verbal and written communication and organizational skills.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Nice To Haves

Bachelor’s degree.

Responsibilities

Meet individual and branch targets by identifying customer needs and providing guidance on Regions’ solutions, with a focus on small business customers.
Make outbound calls using lead lists to expand customer relationships and acquire new small business and consumer 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 consumer and business products and services, including loan and deposit types.
Educate customers about 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 and procedures and applicable laws and regulations, complete duties assigned by the Branch Manager, and help manage, identify, and report operational risks.